# Local 665 I.A.T.S.E. Health & Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/local-665-i-a-t-s-e-health-welfare-plan-990228405-501

> Local 665 I.A.T.S.E. Health & Welfare Plan's Health & Welfare plan: 400 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — Recordkeeper

- [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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/local-665-i-a-t-s-e-health-welfare-plan-990228405-501)

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