2023 Form 5500 filing — Pamcah-Ua Local 675 Annuity Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723192809NAL0011985585005) for Pamcah-Ua Local 675 Annuity Plan, reported by Board Of Trustees Of Pamcah-Ua Local 675 Annuity Fund under EIN 99-0221545 and plan number 002. It reports 2,433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723192809NAL0011985585005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Pamcah-Ua Local 675 Annuity Fund
- EIN
- 99-0221545
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 2,433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $348,981,775
- Total liabilities (EOY)
- $11,344
- Net assets (EOY)
- $348,970,431
- Employer contributions
- $15,218,288
- Total income / additions
- $60,826,765
- Benefits paid
- $12,255,436
- Administrative expenses
- $1,350,075
- Total expenses
- $13,605,511
- Net increase / (decrease)
- $47,221,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Congress Asset Management | NONE | $242,238 | not reported in the loaded dataset |
| Pamcah Administrative Office | ADMINISTRATIVE OFFICE | $236,474 | not reported in the loaded dataset |
| Ckw Financial Group | NONE | $187,987 | not reported in the loaded dataset |
| Ckw Financial Group | NONE | $170,482 | not reported in the loaded dataset |
| Ckw Financial Group | NONE | $165,530 | not reported in the loaded dataset |
| Pamcah Administrative Office | ADMINISTRATIVE OFFICE | $146,563 | not reported in the loaded dataset |
| Pacific Income Advisors | NONE | $139,664 | not reported in the loaded dataset |
| Pamcah Administrative Office | ADMINISTRATIVE OFFICE | $135,991 | not reported in the loaded dataset |
| Pacific Income Advisors | NONE | $131,559 | not reported in the loaded dataset |
| Congress Asset Management | NONE | $128,015 | not reported in the loaded dataset |
| Congress Asset Management | NONE | $115,903 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $101,762 | $0 |
| First Hawaiian Bank | NONE | $99,008 | $0 |
| Nwq Investment Management Company | NONE | $81,771 | $0 |
| Pacific Income Advisors | NONE | $81,560 | not reported in the loaded dataset |
| Nwq Investment Management Company | NONE | $79,951 | $0 |
| Dodge & Cox | NONE | $73,019 | $0 |
| Central Pacific Bank | NONE | $72,640 | not reported in the loaded dataset |
| Central Pacific Bank | NONE | $72,257 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $70,693 | $0 |
| Nwq Investment Management Company | NONE | $62,969 | $0 |
| Singerlewak Llp | NONE | $48,168 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $46,709 | $0 |
| Lemke Chinen & Tanaka Cpa Inc. | NONE | $42,408 | not reported in the loaded dataset |
| Trucker Huss | NONE | $41,130 | not reported in the loaded dataset |
| Lemke Chinen & Tanaka Cpa Inc. | NONE | $40,314 | not reported in the loaded dataset |
| Pacific Property Group, Inc. | NONE | $29,868 | not reported in the loaded dataset |
| The Segal Company | NONE | $29,761 | not reported in the loaded dataset |
| Pacific Property Group, Inc. | NONE | $28,321 | not reported in the loaded dataset |
| The Segal Company | NONE | $25,863 | not reported in the loaded dataset |
| The Segal Company | NONE | $22,829 | not reported in the loaded dataset |
| Abm Onsite Services - West, Inc. | NONE | $20,216 | not reported in the loaded dataset |
| Abm Onsite Services - West, Inc. | NONE | $19,252 | not reported in the loaded dataset |
| Trucker Huss | NONE | $15,143 | not reported in the loaded dataset |
| Star Protection Agency | NONE | $12,719 | not reported in the loaded dataset |
| Star Protection Agency | NONE | $11,892 | not reported in the loaded dataset |
| Char, Sakamoto, Ishii, Lum & Ching | NONE | $11,876 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $11,618 |
| Char, Sakamoto, Ishii, Lum & Ching | NONE | $9,236 | not reported in the loaded dataset |
| Trucker Huss | NONE | $6,624 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $6,467 |
| Samuel Fujikawa | TRUSTEE | $5,679 | not reported in the loaded dataset |
| Honolulu Disposal Services, Inc. | NONE | $5,560 | not reported in the loaded dataset |
| Honolulu Disposal Services, Inc. | NONE | $5,042 | not reported in the loaded dataset |