2023 Form 5500 filing — Ilwu (Hawaii) Employers General Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011132600NAL0010963267005) for Ilwu (Hawaii) Employers General Pension Plan, reported by Board Of Trustees Of The Ilwu (Hawaii) Employers General Pension Trust under EIN 99-6027623 and plan number 001. It reports 3,897 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011132600NAL0010963267005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Ilwu (Hawaii) Employers General Pension Trust
- EIN
- 99-6027623
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 3,897
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,574,626
- Total liabilities (EOY)
- $281,542
- Net assets (EOY)
- $85,293,084
- Employer contributions
- $2,875,508
- Total income / additions
- $14,295,657
- Benefits paid
- $4,364,609
- Administrative expenses
- $941,412
- Total expenses
- $5,306,021
- Net increase / (decrease)
- $8,989,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Administrators, Inc. | NONE | $141,396 | not reported in the loaded dataset |
| Earnest Partners | NONE | $135,421 | $3,881 |
| Victory Capital Management | NONE | $136,193 | $1,921 |
| Alta Capital Management | NONE | $81,741 | not reported in the loaded dataset |
| Honolulu Actuarial Consultants | NONE | $66,806 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $62,732 | $1,661 |
| Gyl Financial Synergies,LLC | NONE | $47,500 | not reported in the loaded dataset |
| Singerlewak, Llp | NONE | $29,319 | not reported in the loaded dataset |
| Yee & Kawashima Lllp | NONE | $14,917 | not reported in the loaded dataset |
| Yousif Capital Managemenr | NONE | $12,194 | not reported in the loaded dataset |