Ilwu Local 142 Veba Trust — Form 5500 plan (Ilwu Local 142 Voluntary Employees' Beneficiary Association Trust)
Plain-English plan 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, Ilwu Local 142 Veba Trust is a benefit plan reported by Ilwu Local 142 Voluntary Employees' Beneficiary Association Trust under EIN 20-2142939 and plan number 501. The latest loaded filing year is 2023. The filing reports 7,657 participants and $5,537,527 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ilwu Local 142 Voluntary Employees' Beneficiary Association Trust
- EIN
- 20-2142939
- Plan number
- 501
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 7,657
- End-of-year plan assets
- $5,537,527
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,657 | H, C | 20241015235602NAL0017368675001 |
| 2023 | 8,351 | H, C | 20241015233546NAL0015536179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,097,199
- Total liabilities (EOY)
- $6,320
- Net assets (EOY)
- $6,090,879
- Net assets (BOY)
- $5,592,618
Income & contributions
- Participant contributions
- $317,019
- Total contributions
- $317,019
- Total income / additions
- $636,226
Expenses & distributions
- Benefits paid
- $79,305
- Administrative expenses
- $58,660
- Total expenses
- $137,965
- Net increase / (decrease)
- $498,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Administrators, Inc. | NONE | $25,885 | not reported in the loaded dataset | 2023 |
| Pacific Administrators, Inc. | NONE | $21,718 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $21,121 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $20,944 | not reported in the loaded dataset | 2023 |
| Benefit Plan Solutions, Inc. | NONE | $5,051 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ilwu Local 142 Voluntary Employees' Beneficiary Association Trust
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Pacific Administrators, Inc. — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Benefit Plan Solutions, Inc. — Schedule C compensation