401k Plan data: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN plan

HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 401k Plan overview

Plan Name	HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN
Plan identification number	501

HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision

401k Sponsoring company profile

BOARD OF TRUSTEES OF HAWAII BOILERMAKERS HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF HAWAII BOILERMAKERS HEALTH AND WELFARE FUND

Employer identification number (EIN): 990111510

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-11-01 RAYMOND MAW 2024-06-24 TOM BACA 2024-06-27
501 2021-11-01 RAYMOND MAW 2023-07-27 TOM BACA 2023-07-25
501 2020-11-01
501 2019-11-01
501 2018-11-01
501 2017-11-01
501 2016-11-01 LARRY JANSEN TOM BACA 2018-08-08
501 2015-11-01 JOSEPH ELAYER TOM BACA 2017-08-11
501 2014-11-01 JOSEPH ELAYER TOM BACA 2016-08-12
501 2013-11-01 JOSEPH ELAYER TOM BACA 2015-08-14
501 2012-11-01 JOSEPH ELAYER GARY AYCOCK 2014-08-06
501 2011-11-01 JOSEPH ELAYER GARY AYCOCK 2013-08-12
501 2009-11-01 TOM VALENTINE GARY AYCOCK 2011-08-10
501 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2022-11-01	RAYMOND MAW	2024-06-24	TOM BACA	2024-06-27
501	2021-11-01	RAYMOND MAW	2023-07-27	TOM BACA	2023-07-25
501	2020-11-01
501	2019-11-01
501	2018-11-01
501	2017-11-01
501	2016-11-01	LARRY JANSEN		TOM BACA	2018-08-08
501	2015-11-01	JOSEPH ELAYER		TOM BACA	2017-08-11
501	2014-11-01	JOSEPH ELAYER		TOM BACA	2016-08-12
501	2013-11-01	JOSEPH ELAYER		TOM BACA	2015-08-14
501	2012-11-01	JOSEPH ELAYER		GARY AYCOCK	2014-08-06
501	2011-11-01	JOSEPH ELAYER		GARY AYCOCK	2013-08-12
501	2009-11-01	TOM VALENTINE		GARY AYCOCK	2011-08-10
501	2008-11-01

Financial Data on HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN

Measure	Date	Value
2023 : HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2023 401k financial data
Total income from all sources	2023-10-31	$16,005
Expenses. Total of all expenses incurred	2023-10-31	$28,184
Total plan assets at end of year	2023-10-31	$360,565
Total plan assets at beginning of year	2023-10-31	$372,744
Value of fidelity bond covering the plan	2023-10-31	$40,000
Expenses. Other expenses not covered elsewhere	2023-10-31	$4,987
Other income received	2023-10-31	$16,005
Net income (gross income less expenses)	2023-10-31	$-12,179
Net plan assets at end of year (total assets less liabilities)	2023-10-31	$360,565
Net plan assets at beginning of year (total assets less liabilities)	2023-10-31	$372,744
Expenses. Administrative service providers (salaries,fees and commissions)	2023-10-31	$23,197
2022 : HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2022 401k financial data
Total income from all sources	2022-10-31	$2,167
Expenses. Total of all expenses incurred	2022-10-31	$29,738
Total plan assets at end of year	2022-10-31	$372,744
Total plan assets at beginning of year	2022-10-31	$400,315
Value of fidelity bond covering the plan	2022-10-31	$50,000
Expenses. Other expenses not covered elsewhere	2022-10-31	$4,135
Other income received	2022-10-31	$2,167
Net income (gross income less expenses)	2022-10-31	$-27,571
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$372,744
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$400,315
Expenses. Administrative service providers (salaries,fees and commissions)	2022-10-31	$25,603
2021 : HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2021 401k financial data
Total income from all sources	2021-10-31	$113
Expenses. Total of all expenses incurred	2021-10-31	$26,341
Total plan assets at end of year	2021-10-31	$400,315
Total plan assets at beginning of year	2021-10-31	$426,543
Value of fidelity bond covering the plan	2021-10-31	$50,000
Expenses. Other expenses not covered elsewhere	2021-10-31	$2,389
Other income received	2021-10-31	$113
Net income (gross income less expenses)	2021-10-31	$-26,228
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$400,315
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$426,543
Expenses. Administrative service providers (salaries,fees and commissions)	2021-10-31	$23,952
2020 : HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2020 401k financial data
Total income from all sources	2020-10-31	$6,221
Expenses. Total of all expenses incurred	2020-10-31	$54,496
Benefits paid (including direct rollovers)	2020-10-31	$26,009
Total plan assets at end of year	2020-10-31	$426,543
Total plan assets at beginning of year	2020-10-31	$474,818
Value of fidelity bond covering the plan	2020-10-31	$50,000
Total contributions received or receivable from participants	2020-10-31	$2,845
Expenses. Other expenses not covered elsewhere	2020-10-31	$2,746
Other income received	2020-10-31	$3,373
Net income (gross income less expenses)	2020-10-31	$-48,275
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$426,543
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$474,818
Total contributions received or receivable from employer(s)	2020-10-31	$3
Expenses. Administrative service providers (salaries,fees and commissions)	2020-10-31	$25,741
2019 : HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2019 401k financial data
Total income from all sources	2019-10-31	$38,727
Expenses. Total of all expenses incurred	2019-10-31	$279,045
Benefits paid (including direct rollovers)	2019-10-31	$248,832
Total plan assets at end of year	2019-10-31	$474,818
Total plan assets at beginning of year	2019-10-31	$715,136
Value of fidelity bond covering the plan	2019-10-31	$110,000
Expenses. Other expenses not covered elsewhere	2019-10-31	$2,547
Other income received	2019-10-31	$11,525
Net income (gross income less expenses)	2019-10-31	$-240,318
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$474,818
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$715,136
Total contributions received or receivable from employer(s)	2019-10-31	$27,202
Expenses. Administrative service providers (salaries,fees and commissions)	2019-10-31	$27,666
2017 : HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2017 401k financial data
Total income from all sources	2017-10-31	$32,320
Expenses. Total of all expenses incurred	2017-10-31	$48,760
Benefits paid (including direct rollovers)	2017-10-31	$24,897
Total plan assets at end of year	2017-10-31	$639,847
Total plan assets at beginning of year	2017-10-31	$656,287
Value of fidelity bond covering the plan	2017-10-31	$110,000
Total contributions received or receivable from participants	2017-10-31	$8,343
Other income received	2017-10-31	$3,847
Net income (gross income less expenses)	2017-10-31	$-16,440
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$639,847
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$656,287
Total contributions received or receivable from employer(s)	2017-10-31	$20,130
Expenses. Administrative service providers (salaries,fees and commissions)	2017-10-31	$23,863
2016 : HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2016 401k financial data
Total income from all sources	2016-10-31	$30,246
Expenses. Total of all expenses incurred	2016-10-31	$98,263
Benefits paid (including direct rollovers)	2016-10-31	$61,808
Total plan assets at end of year	2016-10-31	$656,287
Total plan assets at beginning of year	2016-10-31	$724,304
Value of fidelity bond covering the plan	2016-10-31	$120,000
Expenses. Other expenses not covered elsewhere	2016-10-31	$2,097
Contributions received from other sources (not participants or employers)	2016-10-31	$4,472
Other income received	2016-10-31	$1,762
Net income (gross income less expenses)	2016-10-31	$-68,017
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$656,287
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$724,304
Total contributions received or receivable from employer(s)	2016-10-31	$24,012
Expenses. Administrative service providers (salaries,fees and commissions)	2016-10-31	$34,358
2015 : HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-10-31	$134
Total income from all sources	2015-10-31	$39,655
Expenses. Total of all expenses incurred	2015-10-31	$72,107
Benefits paid (including direct rollovers)	2015-10-31	$33,240
Total plan assets at end of year	2015-10-31	$724,304
Total plan assets at beginning of year	2015-10-31	$756,890
Value of fidelity bond covering the plan	2015-10-31	$110,000
Expenses. Other expenses not covered elsewhere	2015-10-31	$3,442
Other income received	2015-10-31	$542
Net income (gross income less expenses)	2015-10-31	$-32,452
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$724,304
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$756,756
Total contributions received or receivable from employer(s)	2015-10-31	$39,113
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$35,425
2014 : HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-10-31	$134
Total plan liabilities at beginning of year	2014-10-31	$9,358
Total income from all sources	2014-10-31	$26,854
Expenses. Total of all expenses incurred	2014-10-31	$88,755
Benefits paid (including direct rollovers)	2014-10-31	$44,007
Total plan assets at end of year	2014-10-31	$756,890
Total plan assets at beginning of year	2014-10-31	$828,015
Value of fidelity bond covering the plan	2014-10-31	$110,000
Expenses. Other expenses not covered elsewhere	2014-10-31	$1,285
Other income received	2014-10-31	$832
Net income (gross income less expenses)	2014-10-31	$-61,901
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$756,756
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$818,657
Total contributions received or receivable from employer(s)	2014-10-31	$26,022
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$43,463
2013 : HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-10-31	$9,358
Total plan liabilities at beginning of year	2013-10-31	$2,285
Total income from all sources	2013-10-31	$115,889
Expenses. Total of all expenses incurred	2013-10-31	$202,454
Benefits paid (including direct rollovers)	2013-10-31	$147,338
Total plan assets at end of year	2013-10-31	$828,015
Total plan assets at beginning of year	2013-10-31	$907,507
Value of fidelity bond covering the plan	2013-10-31	$170,000
Expenses. Other expenses not covered elsewhere	2013-10-31	$2,011
Contributions received from other sources (not participants or employers)	2013-10-31	$2,564
Other income received	2013-10-31	$1,051
Net income (gross income less expenses)	2013-10-31	$-86,565
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$818,657
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$905,222
Total contributions received or receivable from employer(s)	2013-10-31	$112,274
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$53,105
2012 : HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-10-31	$2,285
Total plan liabilities at beginning of year	2012-10-31	$10,077
Total income from all sources	2012-10-31	$62,909
Expenses. Total of all expenses incurred	2012-10-31	$231,308
Benefits paid (including direct rollovers)	2012-10-31	$170,911
Total plan assets at end of year	2012-10-31	$907,507
Total plan assets at beginning of year	2012-10-31	$1,083,698
Value of fidelity bond covering the plan	2012-10-31	$170,000
Contributions received from other sources (not participants or employers)	2012-10-31	$9,928
Other income received	2012-10-31	$1,973
Net income (gross income less expenses)	2012-10-31	$-168,399
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$905,222
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$1,073,621
Total contributions received or receivable from employer(s)	2012-10-31	$51,008
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$60,397
2011 : HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-10-31	$10,077
Total plan liabilities at beginning of year	2011-10-31	$2,343
Total income from all sources	2011-10-31	$224,791
Expenses. Total of all expenses incurred	2011-10-31	$309,598
Benefits paid (including direct rollovers)	2011-10-31	$248,552
Total plan assets at end of year	2011-10-31	$1,083,698
Total plan assets at beginning of year	2011-10-31	$1,160,771
Value of fidelity bond covering the plan	2011-10-31	$200,000
Total contributions received or receivable from participants	2011-10-31	$13,332
Other income received	2011-10-31	$1,488
Net income (gross income less expenses)	2011-10-31	$-84,807
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$1,073,621
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$1,158,428
Total contributions received or receivable from employer(s)	2011-10-31	$209,971
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$61,046

Form 5500 Responses for HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN

2022: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-11-01	Type of plan entity	Multi-employer plan
2022-11-01	Submission has been amended	No
2022-11-01	This submission is the final filing	No
2022-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-11-01	Plan is a collectively bargained plan	Yes
2022-11-01	Plan funding arrangement – Trust	Yes
2022-11-01	Plan benefit arrangement – Insurance	Yes
2021: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-11-01	Type of plan entity	Multi-employer plan
2021-11-01	Submission has been amended	No
2021-11-01	This submission is the final filing	No
2021-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-11-01	Plan is a collectively bargained plan	Yes
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement – Insurance	Yes
2020: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-11-01	Type of plan entity	Multi-employer plan
2020-11-01	Plan is a collectively bargained plan	Yes
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement – Insurance	Yes
2019: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-11-01	Type of plan entity	Multi-employer plan
2019-11-01	Plan is a collectively bargained plan	Yes
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement – Insurance	Yes
2018: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-11-01	Type of plan entity	Multi-employer plan
2018-11-01	Plan is a collectively bargained plan	Yes
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement – Insurance	Yes
2017: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-11-01	Type of plan entity	Multi-employer plan
2017-11-01	Plan is a collectively bargained plan	Yes
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement – Insurance	Yes
2016: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-11-01	Type of plan entity	Multi-employer plan
2016-11-01	Plan is a collectively bargained plan	Yes
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement – Insurance	Yes
2015: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Multi-employer plan
2015-11-01	Plan is a collectively bargained plan	Yes
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement – Insurance	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Multi-employer plan
2014-11-01	Plan is a collectively bargained plan	Yes
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement – Insurance	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Multi-employer plan
2013-11-01	Plan is a collectively bargained plan	Yes
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement – Insurance	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Multi-employer plan
2012-11-01	Plan is a collectively bargained plan	Yes
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement – Insurance	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Multi-employer plan
2011-11-01	Plan is a collectively bargained plan	Yes
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement – Insurance	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Multi-employer plan
2009-11-01	This submission is the final filing	No
2009-11-01	Plan is a collectively bargained plan	Yes
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement – Insurance	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: HAWAII BOILERMAKERS HEALTH AND WELFARE PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Multi-employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	1579
Policy instance	1
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number	169-0001
Policy instance	2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	1579
Policy instance	1
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number	169-0001
Policy instance	2
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number	169-0001
Policy instance	2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	1579
Policy instance	1

Potentially related plans

HAWAII BOILERMAKERS ANNUITY PLAN [EIN = 990226209]

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Company Name:	BOARD OF TRUSTEES OF HAWAII BOILERMAKERS HEALTH AND WELFARE FUND
Employer identification number (EIN):	990111510
NAIC Classification:	236200