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HAWAIIAN BUILDING MAINTENACE 401K PLAN 401k Plan overview

Plan NameHAWAIIAN BUILDING MAINTENACE 401K PLAN
Plan identification number 001

HAWAIIAN BUILDING MAINTENACE 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HBM ACQUISITIONS LLC has sponsored the creation of one or more 401k plans.

Company Name:HBM ACQUISITIONS LLC
Employer identification number (EIN):204987841
NAIC Classification:561790
NAIC Description:Other Services to Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAWAIIAN BUILDING MAINTENACE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAWN EYMAN
0012016-01-01DAWN EYMAN
0012015-01-01DAWN EYMAN
0012014-01-01DAWN06
0012013-01-01DAWN EYMAN
0012012-01-01DAWN TAMASHIRO
0012011-01-01DAWN TAMASHIRO
0012010-01-01DAWN TAMASHIRO
0012009-01-01DAWN TAMASHIRO

Plan Statistics for HAWAIIAN BUILDING MAINTENACE 401K PLAN

401k plan membership statisitcs for HAWAIIAN BUILDING MAINTENACE 401K PLAN

Measure Date Value
2022: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01707
Total number of active participants reported on line 7a of the Form 55002022-01-01579
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01646
Number of participants with account balances2022-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01676
Total number of active participants reported on line 7a of the Form 55002021-01-01654
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01707
Number of participants with account balances2021-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01580
Total number of active participants reported on line 7a of the Form 55002020-01-01622
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01674
Number of participants with account balances2020-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01152
Total number of active participants reported on line 7a of the Form 55002019-01-01164
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01208
Number of participants with account balances2019-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01741
Total number of active participants reported on line 7a of the Form 55002018-01-01640
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01677
Number of participants with account balances2018-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01652
Total number of active participants reported on line 7a of the Form 55002017-01-01542
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01581
Number of participants with account balances2017-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01650
Total number of active participants reported on line 7a of the Form 55002016-01-01527
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01557
Number of participants with account balances2016-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01616
Total number of active participants reported on line 7a of the Form 55002015-01-01540
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01567
Total participants2015-01-01567
Number of participants with account balances2015-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01625
Total number of active participants reported on line 7a of the Form 55002014-01-01511
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01539
Total participants2014-01-01539
Number of participants with account balances2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01588
Total number of active participants reported on line 7a of the Form 55002013-01-01517
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01539
Number of participants with account balances2013-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01553
Total number of active participants reported on line 7a of the Form 55002012-01-01491
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01512
Number of participants with account balances2012-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01583
Total number of active participants reported on line 7a of the Form 55002011-01-01467
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01485
Number of participants with account balances2011-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01606
Total number of active participants reported on line 7a of the Form 55002010-01-01487
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01511
Number of participants with account balances2010-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01635
Total number of active participants reported on line 7a of the Form 55002009-01-01484
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01504
Number of participants with account balances2009-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on HAWAIIAN BUILDING MAINTENACE 401K PLAN

Measure Date Value
2022 : HAWAIIAN BUILDING MAINTENACE 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-299,462
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$349,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$303,177
Expenses. Certain deemed distributions of participant loans2022-12-31$6,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$561,535
Value of total assets at end of year2022-12-31$4,482,291
Value of total assets at beginning of year2022-12-31$5,130,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,906
Total interest from all sources2022-12-31$14,686
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$402,595
Participant contributions at end of year2022-12-31$226,373
Participant contributions at beginning of year2022-12-31$222,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-648,532
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,482,291
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,130,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$3,805,531
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,464,829
Interest on participant loans2022-12-31$10,364
Interest earned on other investments2022-12-31$4,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$450,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$443,392
Net investment gain/loss from pooled separate accounts2022-12-31$-875,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$158,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$303,177
Contract administrator fees2022-12-31$38,906
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CW ASSOCIATES, CPAS
Accountancy firm EIN2022-12-31261659234
2021 : HAWAIIAN BUILDING MAINTENACE 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,130,460
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$364,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$323,390
Value of total corrective distributions2021-12-31$666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$552,073
Value of total assets at end of year2021-12-31$5,130,823
Value of total assets at beginning of year2021-12-31$4,364,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$40,029
Total interest from all sources2021-12-31$13,304
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$394,209
Participant contributions at end of year2021-12-31$222,602
Participant contributions at beginning of year2021-12-31$123,935
Administrative expenses (other) incurred2021-12-31$40,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$766,375
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,130,823
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,364,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$4,464,829
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,840,531
Interest on participant loans2021-12-31$9,016
Interest earned on other investments2021-12-31$4,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$443,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$399,982
Net investment gain/loss from pooled separate accounts2021-12-31$565,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$157,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$323,390
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CW ASSOCIATES, CPAS
Accountancy firm EIN2021-12-31261659234
2020 : HAWAIIAN BUILDING MAINTENACE 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,252,093
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$781,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$736,591
Value of total corrective distributions2020-12-31$11,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$622,526
Value of total assets at end of year2020-12-31$4,364,448
Value of total assets at beginning of year2020-12-31$3,894,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,456
Total interest from all sources2020-12-31$10,560
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$21
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$21
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$418,807
Participant contributions at end of year2020-12-31$123,935
Participant contributions at beginning of year2020-12-31$84,265
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$39,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$470,193
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,364,448
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,894,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$3,840,531
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,420,430
Interest on participant loans2020-12-31$6,489
Interest earned on other investments2020-12-31$4,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$399,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$389,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$618,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$163,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$736,591
Contract administrator fees2020-12-31$33,456
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CWASSOCIATES CPA
Accountancy firm EIN2020-12-31261659234
2019 : HAWAIIAN BUILDING MAINTENACE 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,179,027
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$284,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$248,767
Value of total corrective distributions2019-12-31$6,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$550,724
Value of total assets at end of year2019-12-31$3,894,255
Value of total assets at beginning of year2019-12-31$2,999,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,302
Total interest from all sources2019-12-31$8,905
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$392,611
Participant contributions at end of year2019-12-31$84,265
Participant contributions at beginning of year2019-12-31$70,104
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,786
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$54
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$895,024
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,894,255
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,999,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$28,302
Value of interest in pooled separate accounts at end of year2019-12-31$3,420,430
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,552,754
Interest on participant loans2019-12-31$4,448
Interest earned on other investments2019-12-31$4,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$389,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$376,319
Net investment gain/loss from pooled separate accounts2019-12-31$619,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$153,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$248,767
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CWASSOCIATES CPA
Accountancy firm EIN2019-12-31261659234
2018 : HAWAIIAN BUILDING MAINTENACE 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$292,770
Total of all expenses incurred2018-12-31$273,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$247,293
Value of total corrective distributions2018-12-31$14,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$484,334
Value of total assets at end of year2018-12-31$2,999,231
Value of total assets at beginning of year2018-12-31$2,979,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,739
Total interest from all sources2018-12-31$9,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$321,612
Participant contributions at end of year2018-12-31$70,104
Participant contributions at beginning of year2018-12-31$89,718
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$40,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$54
Administrative expenses (other) incurred2018-12-31$11,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$19,304
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,999,231
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,979,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,552,754
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,486,463
Interest on participant loans2018-12-31$4,185
Interest earned on other investments2018-12-31$4,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$376,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$403,746
Net investment gain/loss from pooled separate accounts2018-12-31$-200,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$122,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$247,293
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CWASSOCIATES CPA
Accountancy firm EIN2018-12-31261659234
2017 : HAWAIIAN BUILDING MAINTENACE 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$774,330
Total of all expenses incurred2017-12-31$317,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$304,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$418,302
Value of total assets at end of year2017-12-31$2,979,927
Value of total assets at beginning of year2017-12-31$2,522,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,555
Total interest from all sources2017-12-31$8,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$295,988
Participant contributions at end of year2017-12-31$89,718
Participant contributions at beginning of year2017-12-31$81,388
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,013
Administrative expenses (other) incurred2017-12-31$12,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$457,219
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,979,927
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,522,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,486,463
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,050,852
Interest on participant loans2017-12-31$3,541
Interest earned on other investments2017-12-31$4,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$403,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$390,468
Net investment gain/loss from pooled separate accounts2017-12-31$347,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$111,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$304,556
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CWASSOCIATES CPA
Accountancy firm EIN2017-12-31261659234
2016 : HAWAIIAN BUILDING MAINTENACE 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$518,295
Total of all expenses incurred2016-12-31$224,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$203,967
Value of total corrective distributions2016-12-31$3,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$374,064
Value of total assets at end of year2016-12-31$2,522,708
Value of total assets at beginning of year2016-12-31$2,228,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,738
Total interest from all sources2016-12-31$6,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$252,973
Participant contributions at end of year2016-12-31$81,388
Participant contributions at beginning of year2016-12-31$57,519
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$31,190
Administrative expenses (other) incurred2016-12-31$16,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$293,738
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,522,708
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,228,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,050,852
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,743,030
Interest on participant loans2016-12-31$1,735
Interest earned on other investments2016-12-31$4,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$390,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$428,421
Net investment gain/loss from pooled separate accounts2016-12-31$137,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$89,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$203,967
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CWASSOCIATES CPA
Accountancy firm EIN2016-12-31261659234
2015 : HAWAIIAN BUILDING MAINTENACE 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$326,304
Total of all expenses incurred2015-12-31$470,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$448,223
Expenses. Certain deemed distributions of participant loans2015-12-31$3,851
Value of total corrective distributions2015-12-31$228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$332,642
Value of total assets at end of year2015-12-31$2,228,970
Value of total assets at beginning of year2015-12-31$2,372,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,922
Total interest from all sources2015-12-31$3,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$4,565
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$221,773
Participant contributions at end of year2015-12-31$57,519
Participant contributions at beginning of year2015-12-31$100,835
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$31,170
Other income not declared elsewhere2015-12-31$5,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-143,920
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,228,970
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,372,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,357
Value of interest in pooled separate accounts at end of year2015-12-31$1,743,030
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,867,424
Interest on participant loans2015-12-31$3,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$428,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$404,631
Net investment gain/loss from pooled separate accounts2015-12-31$-14,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$79,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$448,223
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CWASSOCIATES CPA
Accountancy firm EIN2015-12-31261659234
2014 : HAWAIIAN BUILDING MAINTENACE 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$397,041
Total of all expenses incurred2014-12-31$188,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$171,048
Value of total corrective distributions2014-12-31$1,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$272,396
Value of total assets at end of year2014-12-31$2,372,890
Value of total assets at beginning of year2014-12-31$2,164,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,476
Total interest from all sources2014-12-31$4,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,401
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$193,956
Participant contributions at end of year2014-12-31$100,835
Participant contributions at beginning of year2014-12-31$103,829
Other income not declared elsewhere2014-12-31$5,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$208,506
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,372,890
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,164,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$13,075
Value of interest in pooled separate accounts at end of year2014-12-31$1,867,424
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,673,259
Interest on participant loans2014-12-31$4,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$404,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$387,296
Net investment gain/loss from pooled separate accounts2014-12-31$114,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$78,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$171,048
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CW ASSOCIATES, CPAS
Accountancy firm EIN2014-12-31261659234
2013 : HAWAIIAN BUILDING MAINTENACE 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$604,461
Total of all expenses incurred2013-12-31$72,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$54,219
Expenses. Certain deemed distributions of participant loans2013-12-31$4,155
Value of total corrective distributions2013-12-31$879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$328,772
Value of total assets at end of year2013-12-31$2,164,384
Value of total assets at beginning of year2013-12-31$1,632,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,402
Total interest from all sources2013-12-31$3,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,662
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$170,365
Participant contributions at end of year2013-12-31$103,829
Participant contributions at beginning of year2013-12-31$79,538
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$92,495
Other income not declared elsewhere2013-12-31$5,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$531,806
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,164,384
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,632,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$11,740
Value of interest in pooled separate accounts at end of year2013-12-31$1,673,259
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,153,646
Interest on participant loans2013-12-31$3,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$387,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$399,394
Net investment gain/loss from pooled separate accounts2013-12-31$266,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$65,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$54,219
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CW ASSOCIATES, CPAS
Accountancy firm EIN2013-12-31261659234
2012 : HAWAIIAN BUILDING MAINTENACE 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$346,821
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$127,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$115,624
Value of total corrective distributions2012-12-31$370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$201,601
Value of total assets at end of year2012-12-31$1,632,578
Value of total assets at beginning of year2012-12-31$1,413,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,391
Total interest from all sources2012-12-31$3,601
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,957
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$180,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$138,020
Participant contributions at end of year2012-12-31$79,538
Participant contributions at beginning of year2012-12-31$74,977
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,223
Other income not declared elsewhere2012-12-31$6,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$219,436
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,632,578
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,413,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$9,434
Value of interest in pooled separate accounts at end of year2012-12-31$1,153,646
Value of interest in pooled separate accounts at beginning of year2012-12-31$959,150
Interest on participant loans2012-12-31$3,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$399,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$379,015
Net investment gain/loss from pooled separate accounts2012-12-31$134,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$54,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$115,624
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CW ASSOCIATES, CPAS
Accountancy firm EIN2012-12-31261659234
2011 : HAWAIIAN BUILDING MAINTENACE 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$159,907
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$274,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$262,975
Value of total corrective distributions2011-12-31$273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$166,554
Value of total assets at end of year2011-12-31$1,413,142
Value of total assets at beginning of year2011-12-31$1,528,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,694
Total interest from all sources2011-12-31$2,787
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$2,688
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$119,943
Participant contributions at end of year2011-12-31$74,977
Participant contributions at beginning of year2011-12-31$79,401
Other income not declared elsewhere2011-12-31$9,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-115,035
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,413,142
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,528,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$9,006
Value of interest in pooled separate accounts at end of year2011-12-31$959,150
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,056,785
Interest on participant loans2011-12-31$2,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$379,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$391,991
Net investment gain/loss from pooled separate accounts2011-12-31$-18,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$46,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$262,975
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CW ASSOCIATES, CPAS
Accountancy firm EIN2011-12-31261659234
2010 : HAWAIIAN BUILDING MAINTENACE 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$332,762
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$110,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$99,240
Value of total corrective distributions2010-12-31$826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$187,339
Value of total assets at end of year2010-12-31$1,528,177
Value of total assets at beginning of year2010-12-31$1,305,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,325
Total interest from all sources2010-12-31$2,683
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,562
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$133,919
Participant contributions at end of year2010-12-31$79,401
Participant contributions at beginning of year2010-12-31$22,624
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,314
Other income not declared elsewhere2010-12-31$12,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$222,371
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,528,177
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,305,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$8,763
Value of interest in pooled separate accounts at end of year2010-12-31$1,056,785
Value of interest in pooled separate accounts at beginning of year2010-12-31$939,915
Interest on participant loans2010-12-31$2,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$391,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$343,267
Net investment gain/loss from pooled separate accounts2010-12-31$130,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$50,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$99,240
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CW ASSOCIATES, CPAS
Accountancy firm EIN2010-12-31261659234
2009 : HAWAIIAN BUILDING MAINTENACE 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HAWAIIAN BUILDING MAINTENACE 401K PLAN

2022: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HAWAIIAN BUILDING MAINTENACE 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91692733
Policy instance 1
Insurance contract or identification number91692733
Number of Individuals Covered205
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,538
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,777
Insurance broker organization code?3
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91692733
Policy instance 1
Insurance contract or identification number91692733
Number of Individuals Covered199
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,635
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,205
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91692733
Policy instance 1
Insurance contract or identification number91692733
Number of Individuals Covered208
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,600
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,316
Insurance broker organization code?3
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91692733
Policy instance 1
Insurance contract or identification number91692733
Number of Individuals Covered196
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,151
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,953
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998215
Policy instance 1
Insurance contract or identification number998215
Number of Individuals Covered152
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998215
Policy instance 1
Insurance contract or identification number998215
Number of Individuals Covered137
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,408
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $704
Insurance broker organization code?3
Insurance broker nameCES INS AGENCY INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998215-000
Policy instance 1
Insurance contract or identification number998215-000
Number of Individuals Covered113
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,185
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,593
Insurance broker organization code?3
Insurance broker nameBRADLEY ARAKI
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998215-000
Policy instance 1
Insurance contract or identification number998215-000
Number of Individuals Covered106
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,826
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,413
Insurance broker organization code?3
Insurance broker nameROY O MURAI
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998215-000
Policy instance 1
Insurance contract or identification number998215-000
Number of Individuals Covered106
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,180
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,090
Insurance broker organization code?3
Insurance broker nameROY O MURAI
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998215-000
Policy instance 1
Insurance contract or identification number998215-000
Number of Individuals Covered95
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,610
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,305
Insurance broker organization code?3
Insurance broker nameROY O MURAI
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998215-000
Policy instance 1
Insurance contract or identification number998215-000
Number of Individuals Covered79
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,312
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998215-000
Policy instance 1
Insurance contract or identification number998215-000
Number of Individuals Covered89
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,284
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,853
Insurance broker organization code?3
Insurance broker nameNATIONAL SECURITIES CORPORATION

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