Hawaii Truckers-Teamsters Union Pension Plan — Form 5500 plan (Trustees Of Hawaii Truckers-Teamsters Union 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 Truckers-Teamsters Union Pension Plan is a benefit plan reported by Trustees Of Hawaii Truckers-Teamsters Union Pension Fund under EIN 99-6009518 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,079 participants and $160,277,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Hawaii Truckers-Teamsters Union Pension Fund
- EIN
- 99-6009518
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 1,079
- End-of-year plan assets
- $160,277,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,079 | H, C | 20250115102329NAL0021604353003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $160,277,483
- Net assets (EOY)
- $160,277,483
- Net assets (BOY)
- $143,135,955
Income & contributions
- Employer contributions
- $7,133,800
- Total contributions
- $7,133,800
- Total income / additions
- $25,971,014
Expenses & distributions
- Benefits paid
- $7,929,363
- Administrative expenses
- $900,123
- Total expenses
- $8,829,486
- Net increase / (decrease)
- $17,141,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| River Road Asset Management | NONE | $259,406 | $0 | 2023 |
| Benefit Risk Management Services | NONE | $190,323 | not reported in the loaded dataset | 2023 |
| Sustainable Growth Advisers | NONE | $97,795 | $0 | 2023 |
| First Hawaiian Bank | NONE | $79,836 | $0 | 2023 |
| Honolulu Actuarial Consultants | NONE | $53,822 | not reported in the loaded dataset | 2023 |
| Singerlewak Llp | NONE | $41,835 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $33,826 | not reported in the loaded dataset | 2023 |
| Yee & Kawashima, Lllp | NONE | $11,882 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Hawaii Truckers-Teamsters Union Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- River Road Asset Management — Schedule C compensation
- Benefit Risk Management Services — Schedule C compensation
- Sustainable Growth Advisers — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Honolulu Actuarial Consultants — Schedule C compensation
- Singerlewak Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Yee & Kawashima, Lllp — Schedule C compensation