2023 Form 5500 filing — Hawaii Electricians 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 20250711151650NAL0006453009003) for Hawaii Electricians Pension Plan, reported by Hawaii Electricians Pension Plan under EIN 99-6005391 and plan number 002. It reports 3,568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711151650NAL0006453009003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Electricians Pension Plan
- EIN
- 99-6005391
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 3,568
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $361,935,926
- Total liabilities (EOY)
- $26,196,652
- Net assets (EOY)
- $335,739,274
- Employer contributions
- $15,951,803
- Total income / additions
- $71,641,477
- Benefits paid
- $19,168,438
- Administrative expenses
- $4,796,258
- Total expenses
- $23,964,696
- Net increase / (decrease)
- $47,676,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Electricians Admin Office | ADMINISTRATIVE OFFICE | $603,344 | not reported in the loaded dataset |
| Whitestar Advisors LLC | NONE | $398,648 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc. | NONE | $369,930 | not reported in the loaded dataset |
| Kobayashi Sugita & Goda Llp | NONE | $364,577 | not reported in the loaded dataset |
| Ssi Investment Management | NONE | $264,569 | $0 |
| Raymond James & Associates | INVESTMENT CONSULTANT | $168,528 | not reported in the loaded dataset |
| Colliers International | NONE | $151,756 | not reported in the loaded dataset |
| The Facilities Group Hawaii Inc. | NONE | $145,440 | not reported in the loaded dataset |
| Central Pacific Bank | NONE | $122,522 | not reported in the loaded dataset |
| Exponent, Inc. | NONE | $87,725 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $83,471 | $0 |
| Singerlewak Llp | NONE | $82,722 | not reported in the loaded dataset |
| Focus Investment Advisors | NONE | $80,457 | not reported in the loaded dataset |
| Honolulu Actuarial Consultants | NONE | $66,257 | not reported in the loaded dataset |
| Schindler Elevator Corp. | NONE | $65,538 | not reported in the loaded dataset |
| Yee & Kawashima Lllp | NONE | $37,144 | not reported in the loaded dataset |
| Lifeline Fire & Security, Inc. | NONE | $33,958 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $30,996 | $0 |
| Integrated Security Technologies In | NONE | $30,394 | not reported in the loaded dataset |
| Oakhurst Capital Management | NONE | $27,711 | not reported in the loaded dataset |
| Schlack Ito | NONE | $27,414 | not reported in the loaded dataset |
| Three Peaks Capital Management | NONE | $24,500 | not reported in the loaded dataset |
| Continental Mechanical Services LLC | NONE | $23,610 | not reported in the loaded dataset |
| C.M. Bidwell & Associates, LLC | NONE | $9,865 | $3,200 |
| Deloitte Tax Llp | NONE | $10,256 | not reported in the loaded dataset |
| Affinity Investment Advisors | NONE | $10,082 | not reported in the loaded dataset |
| Landscape Hawaii, Inc | NONE | $8,379 | not reported in the loaded dataset |
| Hudson Edge Investment Partners, In | NONE | $8,363 | not reported in the loaded dataset |
| West Oahu Aggregate Co., Inc | NONE | $6,665 | not reported in the loaded dataset |