2023 Form 5500 filing — Postretirement Welfare Benefits Plan For Employees Of Hawaiian Electric Company, Inc. And Participating Employers
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 20241015203754NAL0029628321001) for Postretirement Welfare Benefits Plan For Employees Of Hawaiian Electric Company, Inc. And Participating Employers, reported by Hawaiian Electric Company, Inc. under EIN 99-0040500 and plan number 515. It reports 4,398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015203754NAL0029628321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawaiian Electric Company, Inc.
- EIN
- 99-0040500
- Plan number
- 515
- Location
- Honolulu, HI
- Participants
- 4,398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $187,615,588
- Total liabilities (EOY)
- $3,851,662
- Net assets (EOY)
- $183,763,926
- Participant contributions
- $3,541,906
- Total income / additions
- $27,816,188
- Benefits paid
- $8,157,805
- Administrative expenses
- $2,861,335
- Total expenses
- $11,019,140
- Net increase / (decrease)
- $16,797,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of New York Mellon | NONE | $138,430 | $0 |
| Invesco Trust Company | NONE | $66,810 | not reported in the loaded dataset |
| Macquarie Investment Mgmt Advisers | NONE | $61,017 | $0 |
| Nfj Investment Group, LLC | NONE | $59,110 | $0 |
| Franklin Advisers, Inc. | NONE | $56,200 | $0 |
| Earnest Partners | NONE | $53,841 | $457 |
| Gamco Asset Management, Inc. | NONE | $45,656 | not reported in the loaded dataset |
| Invesco Advisers, Inc. | NONE | $44,202 | $0 |
| Willis Towers Watson Us LLC | NONE | $40,310 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $25,000 | not reported in the loaded dataset |
| Cw Associates, A Hawaii Cpa Corp. | NONE | $19,688 | not reported in the loaded dataset |
| Trucker Huss | NONE | $12,159 | not reported in the loaded dataset |
| Lsm Consultants LLC | NONE | $5,254 | not reported in the loaded dataset |