Pension Plan For Officers And Staff Of Ilwu Local 142 — Form 5500 plan (International Longshore And Warehouse Union Local 142)
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, Pension Plan For Officers And Staff Of Ilwu Local 142 is a benefit plan reported by International Longshore And Warehouse Union Local 142 under EIN 99-0078610 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $37,111,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Longshore And Warehouse Union Local 142
- EIN
- 99-0078610
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $37,111,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241004125448NAL0005709011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,111,601
- Total liabilities (EOY)
- $54,297
- Net assets (EOY)
- $37,057,304
- Net assets (BOY)
- $31,369,004
Income & contributions
- Employer contributions
- $1,800,000
- Total contributions
- $1,800,000
- Total income / additions
- $7,329,800
Expenses & distributions
- Benefits paid
- $1,414,202
- Administrative expenses
- $227,298
- Total expenses
- $1,641,500
- Net increase / (decrease)
- $5,688,300
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Victory Capital Management | INVESTMENT MANAGER | $170,832 | $0 | 2023 |
| Wells Fargo Advisors | INVESTMENT MONITOR | $33,416 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | PLAN CUSTODIAN | $23,050 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Longshore And Warehouse Union Local 142
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Victory Capital Management — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation