Plan Snapshot
- Plan Sponsor: Local 665 I.A.T.S.E. Health & Welfare Plan
- Sponsor EIN: 990228405
- Sponsor Address: 560 NORTH NIMITZ HIGHWAY, SUITE 209, HONOLULU, HI, 96817
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 400
- Total Assets: $19.5M
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 | 400 | $19.5M | $2.4M | $108,751 |
| 2023 | 438 | $20.5M | $4.9M | $52,387 |
| 2022 | 445 | $19.7M | $9.4M | $30,895 |
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 |
|---|---|---|---|---|
| BENEFIT & RISK MANAGEMENT SERVICES | Other Service Provider | $56,830 | — | $56,830 |
| THE SEGAL COMPANY | Recordkeeper | $52,530 | — | $52,530 |
| SINGERLEWAK LLP | Auditor | $26,178 | — | $26,178 |
| CENTRAL PACIFIC BANK | Other Service Provider | $22,324 | — | $22,324 |
| YEE & KAWASHIMA LLLP | ERISA Attorney | $15,010 | — | $15,010 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $11,568 | — | $11,568 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE SEGAL COMPANY — Recordkeeper
- SINGERLEWAK LLP — Auditor
- YEE & KAWASHIMA LLLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,440
- Estimated Expense Ratio: 0.948% 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 | $188,732 | $25,398 | $42,706 | $26,178 | — |
| 2023 | $149,892 | $23,460 | $41,462 | $26,921 | — |
| 2022 | $127,867 | $21,203 | $50,487 | — | $42,538 |