2023 Form 5500 filing — Hotel Union And Hotel Industry Of Hawaii 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 20250521213309NAL0002210673001) for Hotel Union And Hotel Industry Of Hawaii Pension Plan, reported by Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii Pensio under EIN 99-6024339 and plan number 001. It reports 14,132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250521213309NAL0002210673001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii Pensio
- EIN
- 99-6024339
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 14,132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $712,101,905
- Total liabilities (EOY)
- $59,686
- Net assets (EOY)
- $712,042,219
- Employer contributions
- $42,188,513
- Total income / additions
- $121,793,058
- Benefits paid
- $34,143,547
- Administrative expenses
- $3,487,835
- Total expenses
- $37,631,382
- Net increase / (decrease)
- $84,161,676
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Risk Management Services | CONTRACT ADMINISTRATIVE | $725,514 | not reported in the loaded dataset |
| Org Portfolio Management | INVESTMENT MANAGER | $686,742 | not reported in the loaded dataset |
| Ssi Investment Management | INVESTMENT MANAGER | $340,442 | $0 |
| First Hawaiian Bank | CUSTODIAN/INV MANAGER | $213,949 | $0 |
| Pzena Investment Management LLC | INVESTMENT MANAGER | $199,571 | not reported in the loaded dataset |
| Segal Marco Advisors | INVESTMENT MONITOR | $185,764 | not reported in the loaded dataset |
| Western Asset Management Company | INVESTMENT MANAGER | $63,190 | $0 |
| Singerlewak Llp | AUDITOR | $59,686 | not reported in the loaded dataset |
| Mclellan Actuarial Consulting LLC | ACTUARIAL CONSULTANT | $57,867 | not reported in the loaded dataset |
| Honolulu Actuarial Consultants | ACTUARIAL CONSULTANT | $47,565 | not reported in the loaded dataset |
| Mccracken, Stemerman,&Holsberry Llp | LEGAL COUNSEL | $45,430 | not reported in the loaded dataset |
| Rael & Letson | ACTUARIAL CONSULTANT | $41,534 | not reported in the loaded dataset |
| Ullico Investment Company | INVESTMENT MANAGER | $34,469 | not reported in the loaded dataset |