2023 Form 5500 filing — Hotel Industry-Ilwu Pension 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 20241009163809NAL0010848531003) for Hotel Industry-Ilwu Pension Plan, reported by Board Of Trustees Of The Hotel Industry-Ilwu Pension Plan under EIN 99-6027621 and plan number 001. It reports 15,158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009163809NAL0010848531003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Hotel Industry-Ilwu Pension Plan
- EIN
- 99-6027621
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 15,158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $309,832,673
- Total liabilities (EOY)
- $9,577,268
- Net assets (EOY)
- $300,255,405
- Employer contributions
- $9,261,895
- Total income / additions
- $53,616,053
- Benefits paid
- $17,954,113
- Administrative expenses
- $2,520,158
- Total expenses
- $20,474,271
- Net increase / (decrease)
- $33,141,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Administrators | NONE | $480,725 | not reported in the loaded dataset |
| Victory Capital Management | NONE | $324,422 | $0 |
| Earnest Partners, LLC | NONE | $290,628 | $0 |
| Quest Investment Management, Inc | NONE | $239,660 | $0 |
| First Hawaiian Bank | NONE | $172,212 | $0 |
| Rael & Letson | NONE | $106,333 | not reported in the loaded dataset |
| Honolulu Actuarial Consultants Inc | NONE | $70,576 | not reported in the loaded dataset |
| Gyl Financial Synergies | NONE | $47,500 | not reported in the loaded dataset |
| Lemke, Chinen & Tanaka Cpa, Inc | NONE | $34,031 | not reported in the loaded dataset |
| Yee & Kawashima Lllp | NONE | $19,270 | not reported in the loaded dataset |
| Yousif Capital Management | NONE | $9,959 | not reported in the loaded dataset |