2023 Form 5500 filing — Postretirement Welfare Benefits Plan For Employees Of Young Brothers, Limited

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 20241015160634NAL0016838803001) for Postretirement Welfare Benefits Plan For Employees Of Young Brothers, Limited, reported by Young Brothers, LLC under EIN 99-0105204 and plan number 516. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19MReported net assets$18,990,369
Participants370
Provider compensation$177.2K4 Schedule C row(s)$177,204
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015160634NAL0016838803001
Plan sponsor
Young Brothers, LLC
EIN
99-0105204
Plan number
516
Location
Honolulu, HI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19M total assets
Net assets$19MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$764.6K
Benefits paid / distributions$579.8K
Contributions
Employer$77.8K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$18,990,369
Total liabilities (EOY)
$0
Net assets (EOY)
$18,990,369
Employer contributions
$77,750
Total income / additions
$2,671,819
Benefits paid
$579,816
Administrative expenses
$184,778
Total expenses
$764,594
Net increase / (decrease)
$1,907,225
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $96K
  2. 2
    ACCOUNTANT · Direct $43.5K
  3. 3
    NONE · Direct $27.1K
  4. 4
    TRUSTEE · Direct $10.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015160634NAL0016838803001 cover?
It is the 2023 Form 5500 filing for Postretirement Welfare Benefits Plan For Employees Of Young Brothers, Limited, reported by Young Brothers, LLC (EIN 99-0105204).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages