2023 Form 5500 filing — Pension Plan For Officers And Staff Of Ilwu Local 142
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 20241004125448NAL0005709011001) for Pension Plan For Officers And Staff Of Ilwu Local 142, reported by International Longshore And Warehouse Union Local 142 under EIN 99-0078610 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004125448NAL0005709011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Longshore And Warehouse Union Local 142
- EIN
- 99-0078610
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,111,601
- Total liabilities (EOY)
- $54,297
- Net assets (EOY)
- $37,057,304
- Employer contributions
- $1,800,000
- Total income / additions
- $7,329,800
- Benefits paid
- $1,414,202
- Administrative expenses
- $227,298
- Total expenses
- $1,641,500
- Net increase / (decrease)
- $5,688,300
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Victory Capital Management | INVESTMENT MANAGER | $170,832 | $0 |
| Wells Fargo Advisors | INVESTMENT MONITOR | $33,416 | not reported in the loaded dataset |
| First Hawaiian Bank | PLAN CUSTODIAN | $23,050 | $0 |