Ilwu (Hawaii) Employers General Pension Plan — Form 5500 plan (Board Of Trustees Of The Ilwu (Hawaii) Employers General Pension Trust)
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, Ilwu (Hawaii) Employers General Pension Plan is a benefit plan reported by Board Of Trustees Of The Ilwu (Hawaii) Employers General Pension Trust under EIN 99-6027623 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,897 participants and $85,574,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Ilwu (Hawaii) Employers General Pension Trust
- EIN
- 99-6027623
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 3,897
- End-of-year plan assets
- $85,574,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,897 | H, C | 20241011132600NAL0010963267005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,574,626
- Total liabilities (EOY)
- $281,542
- Net assets (EOY)
- $85,293,084
- Net assets (BOY)
- $76,303,448
Income & contributions
- Employer contributions
- $2,875,508
- Total contributions
- $2,875,508
- Total income / additions
- $14,295,657
Expenses & distributions
- Benefits paid
- $4,364,609
- Administrative expenses
- $941,412
- Total expenses
- $5,306,021
- Net increase / (decrease)
- $8,989,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Administrators, Inc. | NONE | $141,396 | not reported in the loaded dataset | 2023 |
| Earnest Partners | NONE | $135,421 | $3,881 | 2023 |
| Victory Capital Management | NONE | $136,193 | $1,921 | 2023 |
| Alta Capital Management | NONE | $81,741 | not reported in the loaded dataset | 2023 |
| Honolulu Actuarial Consultants | NONE | $66,806 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $62,732 | $1,661 | 2023 |
| Gyl Financial Synergies,LLC | NONE | $47,500 | not reported in the loaded dataset | 2023 |
| Singerlewak, Llp | NONE | $29,319 | not reported in the loaded dataset | 2023 |
| Yee & Kawashima Lllp | NONE | $14,917 | not reported in the loaded dataset | 2023 |
| Yousif Capital Managemenr | NONE | $12,194 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Ilwu (Hawaii) Employers General Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Pacific Administrators, Inc. — Schedule C compensation
- Earnest Partners — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Alta Capital Management — Schedule C compensation
- Honolulu Actuarial Consultants — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Gyl Financial Synergies,LLC — Schedule C compensation
- Singerlewak, Llp — Schedule C compensation
- Yee & Kawashima Lllp — Schedule C compensation
- Yousif Capital Managemenr — Schedule C compensation