Young Brothers, Limited Pension Plan — Form 5500 plan (Young Brothers, LLC)
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, Young Brothers, Limited Pension Plan is a benefit plan reported by Young Brothers, LLC under EIN 99-0105204 and plan number 004. The latest loaded filing year is 2023. The filing reports 325 participants and $81,432,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Young Brothers, LLC
- EIN
- 99-0105204
- Plan number
- 004
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $81,432,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20241015183928NAL0029397729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,432,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,432,618
- Net assets (BOY)
- $77,562,433
Income & contributions
- Total contributions
- $0
- Total income / additions
- $7,641,319
Expenses & distributions
- Benefits paid
- $3,238,478
- Administrative expenses
- $532,656
- Total expenses
- $3,771,134
- Net increase / (decrease)
- $3,870,185
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Investment Svcs, Inc. | NONE | $119,240 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $78,707 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group, Inc. | CONTRACT ADMINISTRATOR | $28,102 | not reported in the loaded dataset | 2023 |
| Hagen Kurth Perman Co.,P.S. | ACCOUNTANTS | $24,500 | not reported in the loaded dataset | 2023 |
| Stoel Rives | LEGAL | $14,541 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | TRUSTEE | $14,515 | $0 | 2023 |
| Blackrock Institutional Trst Co Na | NONE | $9,644 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Young Brothers, LLC
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Towers Watson Investment Svcs, Inc. — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Usi Consulting Group, Inc. — Schedule C compensation
- Hagen Kurth Perman Co.,P.S. — Schedule C compensation
- Stoel Rives — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Blackrock Institutional Trst Co Na — Schedule C compensation