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HAWAII INSULATORS PENSION PLAN 401k Plan overview

Plan NameHAWAII INSULATORS PENSION PLAN
Plan identification number 001

HAWAII INSULATORS PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

BOARD OF TRUSTEES OF HAWAII INSULATORS PENSION TRUST has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF HAWAII INSULATORS PENSION TRUST
Employer identification number (EIN):516103706
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAWAII INSULATORS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-01DOUGLAS FULP2023-06-05 RONALD LABANON, JR.2023-06-05
0012020-09-01BERNARD ALVAREZ2022-05-25 GARY SILVA2022-05-23
0012019-09-01DOUGLAS FULP2021-06-02 MYRON NAKATA2021-06-02
0012018-09-01DOUGLAS FULP2020-06-26 MYRON NAKATA2020-07-01
0012017-09-01DOUGLAS FULP MYRON NAKATA2019-06-10
0012016-09-01
0012015-09-01
0012014-09-01
0012013-09-01
0012012-09-01DOUGLAS FULP MYRON NAKATA
0012011-09-01DOUGLAS FULP MYRON NAKATA
0012009-09-01DOUGLAS FULP MYRON NAKATA

Plan Statistics for HAWAII INSULATORS PENSION PLAN

401k plan membership statisitcs for HAWAII INSULATORS PENSION PLAN

Measure Date Value
2021: HAWAII INSULATORS PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01119
Total number of active participants reported on line 7a of the Form 55002021-09-0184
Number of other retired or separated participants entitled to future benefits2021-09-0146
Total of all active and inactive participants2021-09-01130
Total participants2021-09-01130
Number of participants with account balances2021-09-01130
Number of employers contributing to the scheme2021-09-017
2020: HAWAII INSULATORS PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01119
Total number of active participants reported on line 7a of the Form 55002020-09-0174
Number of other retired or separated participants entitled to future benefits2020-09-0145
Total of all active and inactive participants2020-09-01119
Total participants2020-09-01119
Number of participants with account balances2020-09-01119
Number of employers contributing to the scheme2020-09-0111
2019: HAWAII INSULATORS PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01122
Total number of active participants reported on line 7a of the Form 55002019-09-0191
Number of other retired or separated participants entitled to future benefits2019-09-0128
Total of all active and inactive participants2019-09-01119
Total participants2019-09-01119
Number of participants with account balances2019-09-01119
Number of employers contributing to the scheme2019-09-019
2018: HAWAII INSULATORS PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01117
Total number of active participants reported on line 7a of the Form 55002018-09-0194
Number of other retired or separated participants entitled to future benefits2018-09-0128
Total of all active and inactive participants2018-09-01122
Total participants2018-09-01122
Number of participants with account balances2018-09-01122
Number of employers contributing to the scheme2018-09-019
2017: HAWAII INSULATORS PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01112
Total number of active participants reported on line 7a of the Form 55002017-09-0191
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-0126
Total of all active and inactive participants2017-09-01117
Total participants2017-09-01117
Number of participants with account balances2017-09-01117
Number of employers contributing to the scheme2017-09-017
2016: HAWAII INSULATORS PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01111
Total number of active participants reported on line 7a of the Form 55002016-09-0183
Number of other retired or separated participants entitled to future benefits2016-09-0129
Total of all active and inactive participants2016-09-01112
Total participants2016-09-01112
Number of participants with account balances2016-09-01112
Number of employers contributing to the scheme2016-09-019
2015: HAWAII INSULATORS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01110
Total number of active participants reported on line 7a of the Form 55002015-09-0184
Number of other retired or separated participants entitled to future benefits2015-09-0127
Total of all active and inactive participants2015-09-01111
Total participants2015-09-01111
Number of participants with account balances2015-09-01111
Number of employers contributing to the scheme2015-09-019
2014: HAWAII INSULATORS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01112
Total number of active participants reported on line 7a of the Form 55002014-09-01110
Total of all active and inactive participants2014-09-01110
Total participants2014-09-01110
Number of participants with account balances2014-09-01110
Number of employers contributing to the scheme2014-09-019
2013: HAWAII INSULATORS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01114
Total number of active participants reported on line 7a of the Form 55002013-09-0179
Number of other retired or separated participants entitled to future benefits2013-09-0133
Total of all active and inactive participants2013-09-01112
Total participants2013-09-01112
Number of participants with account balances2013-09-01112
Number of employers contributing to the scheme2013-09-018
2012: HAWAII INSULATORS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01109
Total number of active participants reported on line 7a of the Form 55002012-09-0181
Number of other retired or separated participants entitled to future benefits2012-09-0133
Total of all active and inactive participants2012-09-01114
Total participants2012-09-01114
Number of participants with account balances2012-09-01114
Number of employers contributing to the scheme2012-09-019
2011: HAWAII INSULATORS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-0190
Total number of active participants reported on line 7a of the Form 55002011-09-0197
Number of other retired or separated participants entitled to future benefits2011-09-0112
Total of all active and inactive participants2011-09-01109
Total participants2011-09-01109
Number of participants with account balances2011-09-01109
Number of employers contributing to the scheme2011-09-0110
2009: HAWAII INSULATORS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-0185
Total number of active participants reported on line 7a of the Form 55002009-09-0172
Number of other retired or separated participants entitled to future benefits2009-09-0113
Total of all active and inactive participants2009-09-0185
Total participants2009-09-0185
Number of participants with account balances2009-09-0185
Number of employers contributing to the scheme2009-09-0110

Financial Data on HAWAII INSULATORS PENSION PLAN

Measure Date Value
2022 : HAWAII INSULATORS PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-08-31$-1,545,400
Total unrealized appreciation/depreciation of assets2022-08-31$-1,545,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$12,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$102,187
Total income from all sources (including contributions)2022-08-31$-648,588
Total loss/gain on sale of assets2022-08-31$256,995
Total of all expenses incurred2022-08-31$269,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$37,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$525,613
Value of total assets at end of year2022-08-31$11,480,992
Value of total assets at beginning of year2022-08-31$12,488,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$231,491
Total interest from all sources2022-08-31$206,344
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$50,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$4,647
Administrative expenses professional fees incurred2022-08-31$44,027
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-08-31$67,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-08-31$371,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-08-31$77,512
Other income not declared elsewhere2022-08-31$1,842
Administrative expenses (other) incurred2022-08-31$10,802
Liabilities. Value of operating payables at end of year2022-08-31$12,320
Liabilities. Value of operating payables at beginning of year2022-08-31$24,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-917,924
Value of net assets at end of year (total assets less liabilities)2022-08-31$11,468,672
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$12,386,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Investment advisory and management fees2022-08-31$93,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$642,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$679,573
Income. Interest from US Government securities2022-08-31$37,989
Income. Interest from corporate debt instruments2022-08-31$166,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-08-31$595,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-08-31$174,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-08-31$174,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-31$1,529
Asset value of US Government securities at end of year2022-08-31$2,354,930
Asset value of US Government securities at beginning of year2022-08-31$2,392,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-144,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31Yes
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$525,613
Employer contributions (assets) at end of year2022-08-31$50,575
Employer contributions (assets) at beginning of year2022-08-31$37,312
Income. Dividends from common stock2022-08-31$45,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$37,845
Asset. Corporate debt instrument debt (other) at end of year2022-08-31$4,542,482
Asset. Corporate debt instrument debt (other) at beginning of year2022-08-31$5,386,553
Contract administrator fees2022-08-31$82,980
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-08-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-08-31$3,227,521
Assets. Corporate common stocks other than exployer securities at beginning of year2022-08-31$3,446,711
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Aggregate proceeds on sale of assets2022-08-31$9,887,893
Aggregate carrying amount (costs) on sale of assets2022-08-31$9,630,898
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31LEMKE, CHINEN & TANAKA, C.P.A., INC
Accountancy firm EIN2022-08-31990155373
2021 : HAWAII INSULATORS PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-08-31$116,729
Total unrealized appreciation/depreciation of assets2021-08-31$116,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$102,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$20,009
Total income from all sources (including contributions)2021-08-31$1,576,448
Total loss/gain on sale of assets2021-08-31$467,450
Total of all expenses incurred2021-08-31$1,022,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$790,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$498,646
Value of total assets at end of year2021-08-31$12,488,783
Value of total assets at beginning of year2021-08-31$11,852,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$231,696
Total interest from all sources2021-08-31$213,790
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$31,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$1,600
Administrative expenses professional fees incurred2021-08-31$42,718
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Funding deficiency by the employer to the plan for this plan year2021-08-31$3,095
Minimum employer required contribution for this plan year2021-08-31$498,646
Amount contributed by the employer to the plan for this plan year2021-08-31$495,551
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-08-31$371,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-08-31$58,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-08-31$77,512
Other income not declared elsewhere2021-08-31$11,329
Administrative expenses (other) incurred2021-08-31$6,351
Liabilities. Value of operating payables at end of year2021-08-31$24,675
Liabilities. Value of operating payables at beginning of year2021-08-31$20,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$553,834
Value of net assets at end of year (total assets less liabilities)2021-08-31$12,386,596
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$11,832,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Investment advisory and management fees2021-08-31$102,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$679,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$365,586
Income. Interest from US Government securities2021-08-31$39,050
Income. Interest from corporate debt instruments2021-08-31$174,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-08-31$174,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-08-31$709,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-08-31$709,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-08-31$136
Asset value of US Government securities at end of year2021-08-31$2,392,552
Asset value of US Government securities at beginning of year2021-08-31$3,075,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$237,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31Yes
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$498,646
Employer contributions (assets) at end of year2021-08-31$37,312
Employer contributions (assets) at beginning of year2021-08-31$54,529
Income. Dividends from common stock2021-08-31$29,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$790,918
Asset. Corporate debt instrument debt (other) at end of year2021-08-31$5,386,553
Asset. Corporate debt instrument debt (other) at beginning of year2021-08-31$5,346,893
Contract administrator fees2021-08-31$80,097
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-08-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-08-31$3,446,711
Assets. Corporate common stocks other than exployer securities at beginning of year2021-08-31$2,242,499
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Aggregate proceeds on sale of assets2021-08-31$13,212,935
Aggregate carrying amount (costs) on sale of assets2021-08-31$12,745,485
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31LEMKE, CHINEN & TANAKA, C.P.A., INC
Accountancy firm EIN2021-08-31990155373
2020 : HAWAII INSULATORS PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-08-31$570,377
Total unrealized appreciation/depreciation of assets2020-08-31$570,377
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$20,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$16,851
Total income from all sources (including contributions)2020-08-31$1,534,182
Total loss/gain on sale of assets2020-08-31$197,239
Total of all expenses incurred2020-08-31$319,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$86,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$564,276
Value of total assets at end of year2020-08-31$11,852,771
Value of total assets at beginning of year2020-08-31$10,634,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$232,300
Total interest from all sources2020-08-31$231,394
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$30,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$2,666
Administrative expenses professional fees incurred2020-08-31$44,113
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-08-31$58,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-08-31$51,912
Other income not declared elsewhere2020-08-31$840
Administrative expenses (other) incurred2020-08-31$17,344
Liabilities. Value of operating payables at end of year2020-08-31$20,009
Liabilities. Value of operating payables at beginning of year2020-08-31$16,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$1,214,973
Value of net assets at end of year (total assets less liabilities)2020-08-31$11,832,762
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$10,617,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Investment advisory and management fees2020-08-31$93,109
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$365,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$422,574
Interest earned on other investments2020-08-31$1,337
Income. Interest from US Government securities2020-08-31$79,721
Income. Interest from corporate debt instruments2020-08-31$142,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-08-31$709,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-08-31$1,211,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-08-31$1,211,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-08-31$7,546
Asset value of US Government securities at end of year2020-08-31$3,075,236
Asset value of US Government securities at beginning of year2020-08-31$4,577,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$-60,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31Yes
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$564,276
Employer contributions (assets) at end of year2020-08-31$54,529
Employer contributions (assets) at beginning of year2020-08-31$59,769
Income. Dividends from common stock2020-08-31$27,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$86,909
Asset. Corporate debt instrument debt (other) at end of year2020-08-31$5,346,893
Asset. Corporate debt instrument debt (other) at beginning of year2020-08-31$2,409,595
Contract administrator fees2020-08-31$77,734
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-08-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-08-31$2,242,499
Assets. Corporate common stocks other than exployer securities at beginning of year2020-08-31$1,901,714
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Aggregate proceeds on sale of assets2020-08-31$17,917,651
Aggregate carrying amount (costs) on sale of assets2020-08-31$17,720,412
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31No
Opinion of an independent qualified public accountant for this plan2020-08-31Unqualified
Accountancy firm name2020-08-31LEMKE, CHINEN & TANAKA, C.P.A., INC
Accountancy firm EIN2020-08-31990155373
2019 : HAWAII INSULATORS PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-08-31$257,682
Total unrealized appreciation/depreciation of assets2019-08-31$257,682
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$16,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$14,651
Total income from all sources (including contributions)2019-08-31$1,228,053
Total loss/gain on sale of assets2019-08-31$166,254
Total of all expenses incurred2019-08-31$1,814,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$1,594,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$650,881
Value of total assets at end of year2019-08-31$10,634,640
Value of total assets at beginning of year2019-08-31$11,219,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$220,539
Total interest from all sources2019-08-31$230,935
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$49,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Administrative expenses professional fees incurred2019-08-31$40,516
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
If this is an individual account plan, was there a blackout period2019-08-31No
Funding deficiency by the employer to the plan for this plan year2019-08-31$2,120
Minimum employer required contribution for this plan year2019-08-31$650,881
Amount contributed by the employer to the plan for this plan year2019-08-31$648,761
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-08-31$51,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-08-31$55,101
Other income not declared elsewhere2019-08-31$683
Administrative expenses (other) incurred2019-08-31$12,420
Liabilities. Value of operating payables at end of year2019-08-31$16,851
Liabilities. Value of operating payables at beginning of year2019-08-31$14,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$-586,736
Value of net assets at end of year (total assets less liabilities)2019-08-31$10,617,789
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$11,204,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Investment advisory and management fees2019-08-31$91,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$422,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$500,702
Interest earned on other investments2019-08-31$151
Income. Interest from US Government securities2019-08-31$110,981
Income. Interest from corporate debt instruments2019-08-31$100,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-08-31$1,211,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-08-31$1,862,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-08-31$1,862,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-08-31$19,159
Asset value of US Government securities at end of year2019-08-31$4,577,404
Asset value of US Government securities at beginning of year2019-08-31$3,882,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-128,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31Yes
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$650,881
Employer contributions (assets) at end of year2019-08-31$59,769
Employer contributions (assets) at beginning of year2019-08-31$60,652
Income. Dividends from common stock2019-08-31$49,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$1,594,250
Asset. Corporate debt instrument debt (other) at end of year2019-08-31$2,409,595
Asset. Corporate debt instrument debt (other) at beginning of year2019-08-31$2,420,893
Contract administrator fees2019-08-31$75,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-08-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-08-31$1,901,714
Assets. Corporate common stocks other than exployer securities at beginning of year2019-08-31$2,436,158
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Aggregate proceeds on sale of assets2019-08-31$28,788,865
Aggregate carrying amount (costs) on sale of assets2019-08-31$28,622,611
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31No
Opinion of an independent qualified public accountant for this plan2019-08-31Unqualified
Accountancy firm name2019-08-31LEMKE, CHINEN & TANAKA, C.P.A., INC
Accountancy firm EIN2019-08-31990155373
2018 : HAWAII INSULATORS PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-08-31$-93,347
Total unrealized appreciation/depreciation of assets2018-08-31$-93,347
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$14,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$11,121
Total income from all sources (including contributions)2018-08-31$1,178,922
Total loss/gain on sale of assets2018-08-31$739,995
Total of all expenses incurred2018-08-31$221,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$618,886
Value of total assets at end of year2018-08-31$11,219,176
Value of total assets at beginning of year2018-08-31$10,258,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$221,448
Total interest from all sources2018-08-31$201,682
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$31,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$412
Administrative expenses professional fees incurred2018-08-31$41,436
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
If this is an individual account plan, was there a blackout period2018-08-31No
Funding deficiency by the employer to the plan for this plan year2018-08-31$1,203
Minimum employer required contribution for this plan year2018-08-31$618,886
Amount contributed by the employer to the plan for this plan year2018-08-31$617,683
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$55,101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$60,578
Other income not declared elsewhere2018-08-31$1,624
Administrative expenses (other) incurred2018-08-31$26,448
Liabilities. Value of operating payables at end of year2018-08-31$14,651
Liabilities. Value of operating payables at beginning of year2018-08-31$11,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$957,474
Value of net assets at end of year (total assets less liabilities)2018-08-31$11,204,525
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$10,247,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Investment advisory and management fees2018-08-31$79,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$500,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$1,616,735
Income. Interest from US Government securities2018-08-31$73,089
Income. Interest from corporate debt instruments2018-08-31$120,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-08-31$1,862,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-31$618,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-31$618,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$7,893
Asset value of US Government securities at end of year2018-08-31$3,882,691
Asset value of US Government securities at beginning of year2018-08-31$2,419,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$-321,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31Yes
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$618,886
Employer contributions (assets) at end of year2018-08-31$60,652
Employer contributions (assets) at beginning of year2018-08-31$52,775
Income. Dividends from common stock2018-08-31$30,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-08-31$2,420,893
Asset. Corporate debt instrument debt (other) at beginning of year2018-08-31$3,602,447
Contract administrator fees2018-08-31$74,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-08-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-08-31$2,436,158
Assets. Corporate common stocks other than exployer securities at beginning of year2018-08-31$1,888,040
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Aggregate proceeds on sale of assets2018-08-31$17,868,630
Aggregate carrying amount (costs) on sale of assets2018-08-31$17,128,635
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31No
Opinion of an independent qualified public accountant for this plan2018-08-31Unqualified
Accountancy firm name2018-08-31LEMKE, CHINEN & TANAKA, C.P.A., INC
Accountancy firm EIN2018-08-31990155373
2017 : HAWAII INSULATORS PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-08-31$63,150
Total unrealized appreciation/depreciation of assets2017-08-31$63,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$11,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$9,652
Total income from all sources (including contributions)2017-08-31$1,229,721
Total loss/gain on sale of assets2017-08-31$91,169
Total of all expenses incurred2017-08-31$247,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$48,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$646,131
Value of total assets at end of year2017-08-31$10,258,172
Value of total assets at beginning of year2017-08-31$9,274,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$199,233
Total interest from all sources2017-08-31$180,264
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$29,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$1,701
Administrative expenses professional fees incurred2017-08-31$41,340
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Assets. Other investments not covered elsewhere at beginning of year2017-08-31$206,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-08-31$60,578
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$50,707
Other income not declared elsewhere2017-08-31$16,236
Administrative expenses (other) incurred2017-08-31$14,904
Liabilities. Value of operating payables at end of year2017-08-31$11,121
Liabilities. Value of operating payables at beginning of year2017-08-31$9,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$982,157
Value of net assets at end of year (total assets less liabilities)2017-08-31$10,247,051
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$9,264,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Investment advisory and management fees2017-08-31$71,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$1,616,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$1,344,474
Income. Interest from US Government securities2017-08-31$44,838
Income. Interest from corporate debt instruments2017-08-31$131,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$618,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$782,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$782,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$3,853
Asset value of US Government securities at end of year2017-08-31$2,419,430
Asset value of US Government securities at beginning of year2017-08-31$2,277,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$203,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31Yes
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$646,131
Employer contributions (assets) at end of year2017-08-31$52,775
Employer contributions (assets) at beginning of year2017-08-31$81,843
Income. Dividends from common stock2017-08-31$27,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$48,331
Asset. Corporate debt instrument debt (other) at end of year2017-08-31$3,602,447
Asset. Corporate debt instrument debt (other) at beginning of year2017-08-31$2,992,393
Contract administrator fees2017-08-31$71,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-08-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-08-31$1,888,040
Assets. Corporate common stocks other than exployer securities at beginning of year2017-08-31$1,537,981
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Aggregate proceeds on sale of assets2017-08-31$12,012,714
Aggregate carrying amount (costs) on sale of assets2017-08-31$11,921,545
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31No
Opinion of an independent qualified public accountant for this plan2017-08-31Unqualified
Accountancy firm name2017-08-31LEMKE, CHINEN & TANAKA, C.P.A., INC
Accountancy firm EIN2017-08-31990155373
2016 : HAWAII INSULATORS PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-08-31$-261,234
Total unrealized appreciation/depreciation of assets2016-08-31$-261,234
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$9,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$30,179
Total income from all sources (including contributions)2016-08-31$1,119,022
Total loss/gain on sale of assets2016-08-31$483,832
Total of all expenses incurred2016-08-31$1,317,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$1,125,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$650,612
Value of total assets at end of year2016-08-31$9,274,546
Value of total assets at beginning of year2016-08-31$9,493,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$191,318
Total interest from all sources2016-08-31$174,924
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$20,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$643
Administrative expenses professional fees incurred2016-08-31$39,302
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Funding deficiency by the employer to the plan for this plan year2016-08-31$0
Minimum employer required contribution for this plan year2016-08-31$650,655
Amount contributed by the employer to the plan for this plan year2016-08-31$650,655
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Assets. Other investments not covered elsewhere at end of year2016-08-31$206,975
Assets. Other investments not covered elsewhere at beginning of year2016-08-31$196,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$50,707
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$59,781
Other income not declared elsewhere2016-08-31$1,262
Administrative expenses (other) incurred2016-08-31$8,197
Liabilities. Value of operating payables at end of year2016-08-31$9,652
Liabilities. Value of operating payables at beginning of year2016-08-31$30,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$-198,174
Value of net assets at end of year (total assets less liabilities)2016-08-31$9,264,894
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$9,463,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$71,737
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$1,344,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$1,321,827
Interest earned on other investments2016-08-31$9,422
Income. Interest from US Government securities2016-08-31$31,262
Income. Interest from corporate debt instruments2016-08-31$132,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$782,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$263,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$263,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-08-31$1,998
Asset value of US Government securities at end of year2016-08-31$2,277,977
Asset value of US Government securities at beginning of year2016-08-31$1,184,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$48,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31Yes
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$650,612
Employer contributions (assets) at end of year2016-08-31$81,843
Employer contributions (assets) at beginning of year2016-08-31$76,526
Income. Dividends from common stock2016-08-31$20,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$1,125,878
Asset. Corporate debt instrument debt (other) at end of year2016-08-31$2,992,393
Asset. Corporate debt instrument debt (other) at beginning of year2016-08-31$4,554,134
Contract administrator fees2016-08-31$72,082
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-08-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-08-31$1,537,981
Assets. Corporate common stocks other than exployer securities at beginning of year2016-08-31$1,837,191
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Aggregate proceeds on sale of assets2016-08-31$16,427,015
Aggregate carrying amount (costs) on sale of assets2016-08-31$15,943,183
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31No
Opinion of an independent qualified public accountant for this plan2016-08-31Unqualified
Accountancy firm name2016-08-31LEMKE, CHINEN & TANAKA, C.P.A., INC
Accountancy firm EIN2016-08-31990155373
2015 : HAWAII INSULATORS PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-08-31$-344,025
Total unrealized appreciation/depreciation of assets2015-08-31$-344,025
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$30,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$27,570
Total income from all sources (including contributions)2015-08-31$558,982
Total loss/gain on sale of assets2015-08-31$185,792
Total of all expenses incurred2015-08-31$2,756,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$2,507,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$494,323
Value of total assets at end of year2015-08-31$9,493,247
Value of total assets at beginning of year2015-08-31$11,687,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$248,418
Total interest from all sources2015-08-31$181,565
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$29,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$424
Administrative expenses professional fees incurred2015-08-31$54,371
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Funding deficiency by the employer to the plan for this plan year2015-08-31$16,995
Minimum employer required contribution for this plan year2015-08-31$495,328
Amount contributed by the employer to the plan for this plan year2015-08-31$478,333
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Assets. Other investments not covered elsewhere at end of year2015-08-31$196,086
Assets. Other investments not covered elsewhere at beginning of year2015-08-31$198,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$59,781
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$56,707
Other income not declared elsewhere2015-08-31$29,824
Administrative expenses (other) incurred2015-08-31$43,385
Liabilities. Value of operating payables at end of year2015-08-31$30,179
Liabilities. Value of operating payables at beginning of year2015-08-31$27,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-2,197,259
Value of net assets at end of year (total assets less liabilities)2015-08-31$9,463,068
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$11,660,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Investment advisory and management fees2015-08-31$70,963
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$1,321,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$1,526,365
Interest earned on other investments2015-08-31$9,422
Income. Interest from US Government securities2015-08-31$31,724
Income. Interest from corporate debt instruments2015-08-31$139,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$263,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$836,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$836,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$1,350
Asset value of US Government securities at end of year2015-08-31$1,184,367
Asset value of US Government securities at beginning of year2015-08-31$2,247,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-17,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31Yes
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$494,323
Employer contributions (assets) at end of year2015-08-31$76,526
Employer contributions (assets) at beginning of year2015-08-31$81,278
Income. Dividends from common stock2015-08-31$28,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$2,507,823
Asset. Corporate debt instrument debt (other) at end of year2015-08-31$4,554,134
Asset. Corporate debt instrument debt (other) at beginning of year2015-08-31$4,544,727
Contract administrator fees2015-08-31$79,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-08-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-08-31$1,837,191
Assets. Corporate common stocks other than exployer securities at beginning of year2015-08-31$2,196,037
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Aggregate proceeds on sale of assets2015-08-31$19,063,472
Aggregate carrying amount (costs) on sale of assets2015-08-31$18,877,680
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31No
Opinion of an independent qualified public accountant for this plan2015-08-31Unqualified
Accountancy firm name2015-08-31LEMKE CHINEN & TANAKA CPA, INC
Accountancy firm EIN2015-08-31990155373
2014 : HAWAII INSULATORS PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-08-31$598,171
Total unrealized appreciation/depreciation of assets2014-08-31$598,171
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$27,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$16,439
Total income from all sources (including contributions)2014-08-31$1,796,698
Total loss/gain on sale of assets2014-08-31$115,900
Total of all expenses incurred2014-08-31$1,735,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$1,472,335
Expenses. Certain deemed distributions of participant loans2014-08-31$-5,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$524,426
Value of total assets at end of year2014-08-31$11,687,897
Value of total assets at beginning of year2014-08-31$11,615,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$268,284
Total interest from all sources2014-08-31$206,428
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$36,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$1,076
Administrative expenses professional fees incurred2014-08-31$49,989
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Funding deficiency by the employer to the plan for this plan year2014-08-31$20,295
Minimum employer required contribution for this plan year2014-08-31$524,426
Amount contributed by the employer to the plan for this plan year2014-08-31$504,131
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Participant contributions at beginning of year2014-08-31$1,748
Assets. Other investments not covered elsewhere at end of year2014-08-31$198,473
Assets. Other investments not covered elsewhere at beginning of year2014-08-31$187,110
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$56,707
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$60,930
Other income not declared elsewhere2014-08-31$14,983
Administrative expenses (other) incurred2014-08-31$52,331
Liabilities. Value of operating payables at end of year2014-08-31$27,570
Liabilities. Value of operating payables at beginning of year2014-08-31$16,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$61,162
Value of net assets at end of year (total assets less liabilities)2014-08-31$11,660,327
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$11,599,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$83,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$1,526,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$1,306,312
Interest on participant loans2014-08-31$-227
Interest earned on other investments2014-08-31$9,422
Income. Interest from US Government securities2014-08-31$51,306
Income. Interest from corporate debt instruments2014-08-31$145,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$836,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$1,043,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$1,043,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$708
Asset value of US Government securities at end of year2014-08-31$2,247,492
Asset value of US Government securities at beginning of year2014-08-31$2,882,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$300,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31Yes
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$524,426
Employer contributions (assets) at end of year2014-08-31$81,278
Employer contributions (assets) at beginning of year2014-08-31$99,020
Income. Dividends from common stock2014-08-31$35,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$1,472,335
Asset. Corporate debt instrument debt (other) at end of year2014-08-31$4,544,727
Asset. Corporate debt instrument debt (other) at beginning of year2014-08-31$3,961,083
Contract administrator fees2014-08-31$82,203
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-08-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-08-31$2,196,037
Assets. Corporate common stocks other than exployer securities at beginning of year2014-08-31$2,073,460
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Aggregate proceeds on sale of assets2014-08-31$26,178,779
Aggregate carrying amount (costs) on sale of assets2014-08-31$26,062,879
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31LEMKE, CHINEN & TANAKA, C.P.A., INC
Accountancy firm EIN2014-08-31990155373
2013 : HAWAII INSULATORS PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-08-31$-179,280
Total unrealized appreciation/depreciation of assets2013-08-31$-179,280
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$16,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$13,623
Total income from all sources (including contributions)2013-08-31$987,186
Total loss/gain on sale of assets2013-08-31$54,599
Total of all expenses incurred2013-08-31$271,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$38,708
Expenses. Certain deemed distributions of participant loans2013-08-31$1,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$578,881
Value of total assets at end of year2013-08-31$11,615,604
Value of total assets at beginning of year2013-08-31$10,897,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$231,443
Total interest from all sources2013-08-31$216,882
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$32,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$565
Administrative expenses professional fees incurred2013-08-31$41,681
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Funding deficiency by the employer to the plan for this plan year2013-08-31$20,200
Minimum employer required contribution for this plan year2013-08-31$577,724
Amount contributed by the employer to the plan for this plan year2013-08-31$557,524
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Participant contributions at end of year2013-08-31$1,748
Participant contributions at beginning of year2013-08-31$14,549
Assets. Other investments not covered elsewhere at end of year2013-08-31$187,110
Assets. Other investments not covered elsewhere at beginning of year2013-08-31$121,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$60,930
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$57,107
Other income not declared elsewhere2013-08-31$1,020
Administrative expenses (other) incurred2013-08-31$35,102
Liabilities. Value of operating payables at end of year2013-08-31$16,439
Liabilities. Value of operating payables at beginning of year2013-08-31$13,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$715,577
Value of net assets at end of year (total assets less liabilities)2013-08-31$11,599,165
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$10,883,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$86,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$1,306,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$1,176,189
Interest on participant loans2013-08-31$761
Interest earned on other investments2013-08-31$9,187
Income. Interest from US Government securities2013-08-31$58,119
Income. Interest from corporate debt instruments2013-08-31$147,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$1,043,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$484,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$484,332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$873
Asset value of US Government securities at end of year2013-08-31$2,882,504
Asset value of US Government securities at beginning of year2013-08-31$3,122,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$282,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31Yes
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$578,881
Employer contributions (assets) at end of year2013-08-31$99,020
Employer contributions (assets) at beginning of year2013-08-31$57,783
Income. Dividends from common stock2013-08-31$32,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$38,708
Asset. Corporate debt instrument debt (other) at end of year2013-08-31$3,961,083
Asset. Corporate debt instrument debt (other) at beginning of year2013-08-31$4,075,151
Contract administrator fees2013-08-31$67,954
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-08-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-08-31$2,073,460
Assets. Corporate common stocks other than exployer securities at beginning of year2013-08-31$1,788,333
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Aggregate proceeds on sale of assets2013-08-31$22,170,001
Aggregate carrying amount (costs) on sale of assets2013-08-31$22,115,402
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Unqualified
Accountancy firm name2013-08-31LEMKE, CHINEN & TANAKA CPA, INC.
Accountancy firm EIN2013-08-31990155373
2012 : HAWAII INSULATORS PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-08-31$13,623
Total plan liabilities at beginning of year2012-08-31$191,269
Total income from all sources2012-08-31$1,613,324
Expenses. Total of all expenses incurred2012-08-31$760,841
Benefits paid (including direct rollovers)2012-08-31$527,907
Total plan assets at end of year2012-08-31$10,897,211
Total plan assets at beginning of year2012-08-31$10,222,374
Value of fidelity bond covering the plan2012-08-31$500,000
Other income received2012-08-31$933,257
Net income (gross income less expenses)2012-08-31$852,483
Net plan assets at end of year (total assets less liabilities)2012-08-31$10,883,588
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$10,031,105
Assets. Value of participant loans2012-08-31$18,174
Total contributions received or receivable from employer(s)2012-08-31$680,067
Expenses. Administrative service providers (salaries,fees and commissions)2012-08-31$232,934
Funding deficiency by the employer to the plan for this plan year2012-08-31$6,852
Minimum employer required contribution for this plan year2012-08-31$678,503
Amount contributed by the employer to the plan for this plan year2012-08-31$671,651
2011 : HAWAII INSULATORS PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-08-31$191,269
Total plan liabilities at beginning of year2011-08-31$258,134
Total income from all sources2011-08-31$1,265,220
Expenses. Total of all expenses incurred2011-08-31$481,357
Benefits paid (including direct rollovers)2011-08-31$244,101
Total plan assets at end of year2011-08-31$10,222,374
Total plan assets at beginning of year2011-08-31$9,505,376
Value of fidelity bond covering the plan2011-08-31$500,000
Other income received2011-08-31$868,915
Net income (gross income less expenses)2011-08-31$783,863
Net plan assets at end of year (total assets less liabilities)2011-08-31$10,031,105
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$9,247,242
Assets. Value of participant loans2011-08-31$42,506
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-08-31$1,606
Total contributions received or receivable from employer(s)2011-08-31$396,305
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$237,256
Funding deficiency by the employer to the plan for this plan year2011-08-31$1,185
Minimum employer required contribution for this plan year2011-08-31$397,490
Amount contributed by the employer to the plan for this plan year2011-08-31$396,305
2010 : HAWAII INSULATORS PENSION PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-08-31$9,258
Minimum employer required contribution for this plan year2010-08-31$422,605
Amount contributed by the employer to the plan for this plan year2010-08-31$413,347

Form 5500 Responses for HAWAII INSULATORS PENSION PLAN

2021: HAWAII INSULATORS PENSION PLAN 2021 form 5500 responses
2021-09-01Type of plan entityMulti-employer plan
2021-09-01Plan is a collectively bargained planYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: HAWAII INSULATORS PENSION PLAN 2020 form 5500 responses
2020-09-01Type of plan entityMulti-employer plan
2020-09-01Plan is a collectively bargained planYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: HAWAII INSULATORS PENSION PLAN 2019 form 5500 responses
2019-09-01Type of plan entityMulti-employer plan
2019-09-01Plan is a collectively bargained planYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: HAWAII INSULATORS PENSION PLAN 2018 form 5500 responses
2018-09-01Type of plan entityMulti-employer plan
2018-09-01Plan is a collectively bargained planYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: HAWAII INSULATORS PENSION PLAN 2017 form 5500 responses
2017-09-01Type of plan entityMulti-employer plan
2017-09-01Plan is a collectively bargained planYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: HAWAII INSULATORS PENSION PLAN 2016 form 5500 responses
2016-09-01Type of plan entityMulti-employer plan
2016-09-01Plan is a collectively bargained planYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: HAWAII INSULATORS PENSION PLAN 2015 form 5500 responses
2015-09-01Type of plan entityMulti-employer plan
2015-09-01Plan is a collectively bargained planYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: HAWAII INSULATORS PENSION PLAN 2014 form 5500 responses
2014-09-01Type of plan entityMulti-employer plan
2014-09-01Plan is a collectively bargained planYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: HAWAII INSULATORS PENSION PLAN 2013 form 5500 responses
2013-09-01Type of plan entityMulti-employer plan
2013-09-01Plan is a collectively bargained planYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: HAWAII INSULATORS PENSION PLAN 2012 form 5500 responses
2012-09-01Type of plan entityMulti-employer plan
2012-09-01Plan is a collectively bargained planYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: HAWAII INSULATORS PENSION PLAN 2011 form 5500 responses
2011-09-01Type of plan entityMulti-employer plan
2011-09-01Plan is a collectively bargained planYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: HAWAII INSULATORS PENSION PLAN 2009 form 5500 responses
2009-09-01Type of plan entityMulti-employer plan
2009-09-01This submission is the final filingNo
2009-09-01Plan is a collectively bargained planYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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