Hotel Industry-Ilwu Pension Plan — Form 5500 plan (Board Of Trustees Of The Hotel Industry-Ilwu 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, Hotel Industry-Ilwu Pension Plan is a benefit plan reported by Board Of Trustees Of The Hotel Industry-Ilwu Pension Plan under EIN 99-6027621 and plan number 001. The latest loaded filing year is 2023. The filing reports 15,158 participants and $309,832,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Hotel Industry-Ilwu Pension Plan
- EIN
- 99-6027621
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 15,158
- End-of-year plan assets
- $309,832,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,158 | H, C | 20241009163809NAL0010848531003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $309,832,673
- Total liabilities (EOY)
- $9,577,268
- Net assets (EOY)
- $300,255,405
- Net assets (BOY)
- $267,113,623
Income & contributions
- Employer contributions
- $9,261,895
- Total contributions
- $12,652,377
- Total income / additions
- $53,616,053
Expenses & distributions
- Benefits paid
- $17,954,113
- Administrative expenses
- $2,520,158
- Total expenses
- $20,474,271
- Net increase / (decrease)
- $33,141,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Administrators | NONE | $480,725 | not reported in the loaded dataset | 2023 |
| Victory Capital Management | NONE | $324,422 | $0 | 2023 |
| Earnest Partners, LLC | NONE | $290,628 | $0 | 2023 |
| Quest Investment Management, Inc | NONE | $239,660 | $0 | 2023 |
| First Hawaiian Bank | NONE | $172,212 | $0 | 2023 |
| Rael & Letson | NONE | $106,333 | not reported in the loaded dataset | 2023 |
| Honolulu Actuarial Consultants Inc | NONE | $70,576 | not reported in the loaded dataset | 2023 |
| Gyl Financial Synergies | NONE | $47,500 | not reported in the loaded dataset | 2023 |
| Lemke, Chinen & Tanaka Cpa, Inc | NONE | $34,031 | not reported in the loaded dataset | 2023 |
| Yee & Kawashima Lllp | NONE | $19,270 | not reported in the loaded dataset | 2023 |
| Yousif Capital Management | NONE | $9,959 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Hotel Industry-Ilwu Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Pacific Administrators — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Quest Investment Management, Inc — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Honolulu Actuarial Consultants Inc — Schedule C compensation
- Gyl Financial Synergies — Schedule C compensation
- Lemke, Chinen & Tanaka Cpa, Inc — Schedule C compensation
- Yee & Kawashima Lllp — Schedule C compensation
- Yousif Capital Management — Schedule C compensation