# Hawaii Laborers' Vacation & Holiday Trus Health & Welfare Plan
Source: https://planprovider.pro/companies/hawaii-laborers-vacation-holiday-trus-996025505-501

> Hawaii Laborers' Vacation & Holiday Trus's Health & Welfare plan: 3,267 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hawaii Laborers' Vacation & Holiday Trus

- **Sponsor EIN:** 996025505

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,267

- **Total Assets:** $9.4M

## 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|3,267|$9.4M|$18.7M|$0|

| 2023|3,011|$9.8M|$16.8M|$0|

| 2022|2,983|$7.3M|$15.4M|$0|

## 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|$323,323|—|$323,323|

| WEINBERG, ROGER, ROSENFELD|Other Service Provider|$23,600|—|$23,600|

| EIDE BAILLY LLP|Auditor|$17,009|—|$17,009|

| RAYMOND JAMES|Other Service Provider|$11,988|—|$11,988|

| YOSHIDA & ASSOCIATES|Other Service Provider|$10,274|—|$10,274|

| FIRST HAWAIIAN BANK|Other Service Provider|$5,085|$3,289|$8,374|

### Verified Provider Profiles

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $394,568

- **Estimated Expense Ratio:** 4.203% 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|$424,990|$11,988|$323,323|$17,009|—|

| 2023|$398,305|$4,721|$302,557|$19,508|—|

| 2022|$347,936|$11,038|$261,437|—|$51,698|

## Similar Plans

- [Hawaii Laborers' Annuity Fund](https://planprovider.pro/companies/board-of-trustees-of-the-hawaii-laborers-annuity-fund-plan) — 3,391 participants

- [Hawaii Laborers' Pension Trust Fund](https://planprovider.pro/companies/hawaii-laborers-pension-trust-fund-996025107-001) — 2,457 participants

- [Board Of Trustee Of The Gca Hawaii Mewa](https://planprovider.pro/companies/board-of-trustee-of-the-gca-hawaii-mewa-810970205-501) — 778 participants

- [Local 665 I.A.T.S.E. Annuity Plan](https://planprovider.pro/companies/local-665-i-a-t-s-e-annuity-plan-990228406-001) — 690 participants

- [Local 665 I.A.T.S.E. Health & Welfare Plan](https://planprovider.pro/companies/local-665-i-a-t-s-e-health-welfare-plan-990228405-501) — 400 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hawaii-laborers-vacation-holiday-trus-996025505-501)

© 2026 PlanProvider.Pro