2023 Form 5500 filing — Postretirement Welfare Benefits Plan For Employees Of Young Brothers, Limited
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 20241015160634NAL0016838803001) for Postretirement Welfare Benefits Plan For Employees Of Young Brothers, Limited, reported by Young Brothers, LLC under EIN 99-0105204 and plan number 516. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$19MReported net assets$18,990,369
Participants370
Provider compensation$177.2K4 Schedule C row(s)$177,204
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015160634NAL0016838803001
- Plan sponsor
- Young Brothers, LLC
- EIN
- 99-0105204
- Plan number
- 516
- Location
- Honolulu, HI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$19M total assets
Net assets$19MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,990,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,990,369
- Employer contributions
- $77,750
- Total income / additions
- $2,671,819
- Benefits paid
- $579,816
- Administrative expenses
- $184,778
- Total expenses
- $764,594
- Net increase / (decrease)
- $1,907,225
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $96,020 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT | $43,505 | not reported in the loaded dataset |
| Towers Watson Investment Svcs, Inc. | NONE | $27,095 | not reported in the loaded dataset |
| Bank Of New York Mellon | TRUSTEE | $10,584 | $0 |