2023 Form 5500 filing — Hawaii Laborers' Pension Trust Fund
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 20241216202412NAL0001847937001) for Hawaii Laborers' Pension Trust Fund, reported by Hawaii Laborers' Pension Trust Fund under EIN 99-6025107 and plan number 001. It reports 5,699 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216202412NAL0001847937001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Laborers' Pension Trust Fund
- EIN
- 99-6025107
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 5,699
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $392,415,613
- Total liabilities (EOY)
- $2,091,000
- Net assets (EOY)
- $390,324,613
- Employer contributions
- $17,210,982
- Total income / additions
- $70,810,465
- Benefits paid
- $24,478,641
- Administrative expenses
- $2,453,306
- Total expenses
- $26,931,947
- Net increase / (decrease)
- $43,878,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Adminstrators Inc | NONE | $980,537 | not reported in the loaded dataset |
| Raymond James | NONE | $317,623 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $118,230 | $0 |
| Central Pacific Bank | NONE | $113,414 | not reported in the loaded dataset |
| Focus Investment Advisors | NONE | $101,609 | not reported in the loaded dataset |
| Whitestar | NONE | $93,750 | not reported in the loaded dataset |
| Honolulu Actuarial Consultants | NONE | $90,733 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $72,274 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $68,254 | not reported in the loaded dataset |
| Victory Capital Management | NONE | $47,659 | $3,367 |
| Yoshida & Associates | NONE | $41,908 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $15,764 | not reported in the loaded dataset |
| Stephen Horn | NONE | $0 | $13,145 |