2023 Form 5500 filing — Young Brothers, Limited 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 20241015183928NAL0029397729001) for Young Brothers, Limited Pension Plan, reported by Young Brothers, LLC under EIN 99-0105204 and plan number 004. It reports 325 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)$81.4MReported net assets$81,432,618
Participants325
Provider compensation$289.2K7 Schedule C row(s)$289,249
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015183928NAL0029397729001
- Plan sponsor
- Young Brothers, LLC
- EIN
- 99-0105204
- Plan number
- 004
- Location
- Honolulu, HI
- Received date
- not reported in the loaded dataset
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)$81.4M total assets
Net assets$81.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $81,432,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,432,618
- Total income / additions
- $7,641,319
- Benefits paid
- $3,238,478
- Administrative expenses
- $532,656
- Total expenses
- $3,771,134
- Net increase / (decrease)
- $3,870,185
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Investment Svcs, Inc. | NONE | $119,240 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARY | $78,707 | not reported in the loaded dataset |
| Usi Consulting Group, Inc. | CONTRACT ADMINISTRATOR | $28,102 | not reported in the loaded dataset |
| Hagen Kurth Perman Co.,P.S. | ACCOUNTANTS | $24,500 | not reported in the loaded dataset |
| Stoel Rives | LEGAL | $14,541 | not reported in the loaded dataset |
| Bank Of New York Mellon | TRUSTEE | $14,515 | $0 |
| Blackrock Institutional Trst Co Na | NONE | $9,644 | not reported in the loaded dataset |