Plan5500

Hawaii Shopmens Local 803 Pension Plan — Form 5500 plan (Hawaii Shopmen'S Pension Fund)

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, Hawaii Shopmens Local 803 Pension Plan is a benefit plan reported by Hawaii Shopmen'S Pension Fund under EIN 51-6073180 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $186,806 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hawaii Shopmen'S Pension Fund
EIN
51-6073180
Plan number
001
Plan type
1
Location
Honolulu, HI
Latest filing year
2023
Participants
129
End-of-year plan assets
$186,806

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20250722200353NAL0001628467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$186,806
Total liabilities (EOY)
$127,182
Net assets (EOY)
$59,624
Net assets (BOY)
$109,061

Income & contributions

Total income / additions
$818,246

Expenses & distributions

Benefits paid
$749,181
Administrative expenses
$118,502
Total expenses
$867,683
Net increase / (decrease)
-$49,437

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Segal Co.NONE$37,513not reported in the loaded dataset2023
Group Plan AdministratorsNONE$35,070not reported in the loaded dataset2023
Singerlewak, LlpNONE$19,895not reported in the loaded dataset2023
First Hawaiian BankNONE$17,685$02023

Related Form 5500 pages