# Ilwu Local 142 Health And Welfare Trust 401(k) Plan
Source: https://planprovider.pro/companies/ilwu-local-142-health-and-welfare-trust-202076868-501

> Ilwu Local 142 Health And Welfare Trust's 401(k) plan: 3,579 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ilwu Local 142 Health And Welfare Trust

- **Sponsor EIN:** 202076868

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

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 3,579

- **Total Assets:** $71.9M

## 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|3,579|$71.9M|$54.5M|$61,728|

| 2023|3,580|$63.3M|$53.1M|$88,449|

| 2022|3,924|$53.4M|$52.0M|$82,023|

## 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|

| HAWAII MEDICAL SERVICE ASSOCAITION|Other Service Provider|$1,060,438|—|$1,060,438|

| PACIFIC ADMINISTRATORS|Other Service Provider|$287,906|—|$287,906|

| HAWAII DENTAL SERVICE|Other Service Provider|$128,435|—|$128,435|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$104,258|—|$104,258|

| RAEL & LETSON|Other Service Provider|$97,222|—|$97,222|

| BANK OF HAWAII|Other Service Provider|$91,518|—|$91,518|

| CHIROPLAN HAWAII, INC.|Other Service Provider|$72,534|—|$72,534|

| BENEFIT PLAN SOLUTIONS|Other Service Provider|$58,115|—|$58,115|

| SINGERLEWAK, LLP|Auditor|$36,151|—|$36,151|

| FIRST HAWAIIAN BANK|Other Service Provider|$27,167|—|$27,167|

| EIDE BAILLY LLP|Auditor|$22,886|—|$22,886|

| GYL FINANCIAL SYNERGIES|Other Service Provider|$20,000|—|$20,000|

| MZQ CONSULTING, LLC|Other Service Provider|$16,774|—|$16,774|

| YEE & KAWASHIMA, LLLP|ERISA Attorney|$10,956|—|$10,956|

### 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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-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:** $2,034,360

- **Estimated Expense Ratio:** 2.827% 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|$2,107,254|$111,518|$1,576,333|$59,037|—|

| 2023|$2,064,311|$122,483|$1,531,375|$47,524|—|

| 2022|$1,968,186|$104,543|$1,462,537|—|$224,726|

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