# Hawaii Insulators Health & Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/hawaii-insulators-health-welfare-trust-fund-996017123-501

> Hawaii Insulators Health & Welfare Trust Fund's Health & Welfare plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hawaii Insulators Health & Welfare Trust Fund

- **Sponsor EIN:** 996017123

- **Sponsor Address:** 1440 KAPIOLANI BLVD., SUITE 800, HONOLULU, HI, 96814

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 107

- **Total Assets:** $5.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|107|$5.7M|$1.3M|$2,262|

| 2023|97|$5.5M|$1.3M|$14,142|

| 2022|107|$5.6M|$1.4M|$15,309|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PACIFIC ADMINISTRATORS, INC.|Other Service Provider|$74,907|—|$74,907|

| HOGAN CONSULTING GROUP, LLC|Other Service Provider|$44,681|—|$44,681|

| SINGERLEWAK, LLP|Auditor|$26,178|—|$26,178|

| FIRST HAWAIIAN BANK|Other Service Provider|$19,038|$407|$19,445|

| YEE & KAWASHIMA LLLP|ERISA Attorney|$7,363|—|$7,363|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SINGERLEWAK, LLP](https://planprovider.pro/provider/singerlewak-llp) — Auditor

- [YEE & KAWASHIMA LLLP](https://planprovider.pro/provider/yee-and-kawashima-lllp) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $172,574

- **Estimated Expense Ratio:** 3.012% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$184,811|$19,538|$76,146|$26,178|—|

| 2023|$193,950|$19,523|$71,354|$26,178|—|

| 2022|$195,795|$18,216|$69,688|—|$86,939|

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