Hawaii Electricians Pension Plan — Form 5500 plan (Hawaii Electricians Pension Plan)
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 Electricians Pension Plan is a benefit plan reported by Hawaii Electricians Pension Plan under EIN 99-6005391 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,568 participants and $361,935,926 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Electricians Pension Plan
- EIN
- 99-6005391
- Plan number
- 002
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 3,568
- End-of-year plan assets
- $361,935,926
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,568 | H, C | 20250711151650NAL0006453009003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $361,935,926
- Total liabilities (EOY)
- $26,196,652
- Net assets (EOY)
- $335,739,274
- Net assets (BOY)
- $288,062,493
Income & contributions
- Employer contributions
- $15,951,803
- Total contributions
- $15,951,803
- Total income / additions
- $71,641,477
Expenses & distributions
- Benefits paid
- $19,168,438
- Administrative expenses
- $4,796,258
- Total expenses
- $23,964,696
- Net increase / (decrease)
- $47,676,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Electricians Admin Office | ADMINISTRATIVE OFFICE | $603,344 | not reported in the loaded dataset | 2023 |
| Whitestar Advisors LLC | NONE | $398,648 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc. | NONE | $369,930 | not reported in the loaded dataset | 2023 |
| Kobayashi Sugita & Goda Llp | NONE | $364,577 | not reported in the loaded dataset | 2023 |
| Ssi Investment Management | NONE | $264,569 | $0 | 2023 |
| Raymond James & Associates | INVESTMENT CONSULTANT | $168,528 | not reported in the loaded dataset | 2023 |
| Colliers International | NONE | $151,756 | not reported in the loaded dataset | 2023 |
| The Facilities Group Hawaii Inc. | NONE | $145,440 | not reported in the loaded dataset | 2023 |
| Central Pacific Bank | NONE | $122,522 | not reported in the loaded dataset | 2023 |
| Exponent, Inc. | NONE | $87,725 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $83,471 | $0 | 2023 |
| Singerlewak Llp | NONE | $82,722 | not reported in the loaded dataset | 2023 |
| Focus Investment Advisors | NONE | $80,457 | not reported in the loaded dataset | 2023 |
| Honolulu Actuarial Consultants | NONE | $66,257 | not reported in the loaded dataset | 2023 |
| Schindler Elevator Corp. | NONE | $65,538 | not reported in the loaded dataset | 2023 |
| Yee & Kawashima Lllp | NONE | $37,144 | not reported in the loaded dataset | 2023 |
| Lifeline Fire & Security, Inc. | NONE | $33,958 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $30,996 | $0 | 2023 |
| Integrated Security Technologies In | NONE | $30,394 | not reported in the loaded dataset | 2023 |
| Oakhurst Capital Management | NONE | $27,711 | not reported in the loaded dataset | 2023 |
| Schlack Ito | NONE | $27,414 | not reported in the loaded dataset | 2023 |
| Three Peaks Capital Management | NONE | $24,500 | not reported in the loaded dataset | 2023 |
| Continental Mechanical Services LLC | NONE | $23,610 | not reported in the loaded dataset | 2023 |
| C.M. Bidwell & Associates, LLC | NONE | $9,865 | $3,200 | 2023 |
| Deloitte Tax Llp | NONE | $10,256 | not reported in the loaded dataset | 2023 |
| Affinity Investment Advisors | NONE | $10,082 | not reported in the loaded dataset | 2023 |
| Landscape Hawaii, Inc | NONE | $8,379 | not reported in the loaded dataset | 2023 |
| Hudson Edge Investment Partners, In | NONE | $8,363 | not reported in the loaded dataset | 2023 |
| West Oahu Aggregate Co., Inc | NONE | $6,665 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Electricians Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hawaii Electricians Admin Office — Schedule C compensation
- Whitestar Advisors LLC — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- Kobayashi Sugita & Goda Llp — Schedule C compensation
- Ssi Investment Management — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Colliers International — Schedule C compensation
- The Facilities Group Hawaii Inc. — Schedule C compensation
- Central Pacific Bank — Schedule C compensation
- Exponent, Inc. — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Singerlewak Llp — Schedule C compensation
- Focus Investment Advisors — Schedule C compensation
- Honolulu Actuarial Consultants — Schedule C compensation
- Schindler Elevator Corp. — Schedule C compensation
- Yee & Kawashima Lllp — Schedule C compensation
- Lifeline Fire & Security, Inc. — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Integrated Security Technologies In — Schedule C compensation
- Oakhurst Capital Management — Schedule C compensation
- Schlack Ito — Schedule C compensation
- Three Peaks Capital Management — Schedule C compensation
- Continental Mechanical Services LLC — Schedule C compensation
- C.M. Bidwell & Associates, LLC — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation
- Affinity Investment Advisors — Schedule C compensation
- Landscape Hawaii, Inc — Schedule C compensation
- Hudson Edge Investment Partners, In — Schedule C compensation
- West Oahu Aggregate Co., Inc — Schedule C compensation