2023 Form 5500 filing — Catv Industry-Ibew 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 20241011135119NAL0012557779005) for Catv Industry-Ibew Pension Plan, reported by Board Of Trustees Of Catv Industry - Ibew Pension Plan under EIN 99-6703160 and plan number 001. It reports 1,050 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011135119NAL0012557779005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Catv Industry - Ibew Pension Plan
- EIN
- 99-6703160
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 1,050
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,842,937
- Total liabilities (EOY)
- $119,540
- Net assets (EOY)
- $89,723,397
- Employer contributions
- $191,054
- Total income / additions
- $14,442,234
- Benefits paid
- $4,082,605
- Administrative expenses
- $647,684
- Total expenses
- $4,730,289
- Net increase / (decrease)
- $9,711,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ssi Investment Management | NONE | $136,510 | $0 |
| Hawaii Electricians Admin Office | ADMINISTRATIVE OFFICE | $103,356 | not reported in the loaded dataset |
| Blacksand Capital, LLC | NONE | $71,568 | $0 |
| Central Pacific Bank | NONE | $39,550 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $37,777 | not reported in the loaded dataset |
| Honolulu Actuarial Consultants, Inc | NONE | $30,323 | not reported in the loaded dataset |
| Lemke, Chinen & Tanaka, C.P.A., Inc | NONE | $27,539 | not reported in the loaded dataset |
| First Hawaiian Bank | PARTY IN INTEREST | $20,174 | $0 |
| Sierra Investment Management | NONE | $17,768 | not reported in the loaded dataset |
| Three Peaks Capital Management, LLC | NONE | $15,956 | not reported in the loaded dataset |
| Focus Investment Advisors | NONE | $11,245 | not reported in the loaded dataset |
| Whitestar Advisors, LLC | NONE | $10,000 | not reported in the loaded dataset |
| Oakhurst Capital Management LLC | NONE | $7,670 | not reported in the loaded dataset |