2023 Form 5500 filing — Young Brothers, Limited 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 20241015183928NAL0029397729001) for Young Brothers, Limited Pension Plan, reported by Young Brothers, LLC under EIN 99-0105204 and plan number 004. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183928NAL0029397729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Young Brothers, LLC
- EIN
- 99-0105204
- Plan number
- 004
- Location
- Honolulu, HI
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,432,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,432,618
- Total income / additions
- $7,641,319
- Benefits paid
- $3,238,478
- Administrative expenses
- $532,656
- Total expenses
- $3,771,134
- Net increase / (decrease)
- $3,870,185
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Investment Svcs, Inc. | NONE | $119,240 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARY | $78,707 | not reported in the loaded dataset |
| Usi Consulting Group, Inc. | CONTRACT ADMINISTRATOR | $28,102 | not reported in the loaded dataset |
| Hagen Kurth Perman Co.,P.S. | ACCOUNTANTS | $24,500 | not reported in the loaded dataset |
| Stoel Rives | LEGAL | $14,541 | not reported in the loaded dataset |
| Bank Of New York Mellon | TRUSTEE | $14,515 | $0 |
| Blackrock Institutional Trst Co Na | NONE | $9,644 | not reported in the loaded dataset |