2023 Form 5500 filing — Hawaii Longshore 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 20241015220503NAL0031019681001) for Hawaii Longshore Pension Plan, reported by Board Of Trustees Of Hawaii Longshore Pension Plan under EIN 99-0314293 and plan number 001. It reports 1,415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015220503NAL0031019681001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Hawaii Longshore Pension Plan
- EIN
- 99-0314293
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 1,415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $380,949,145
- Total liabilities (EOY)
- $129,386
- Net assets (EOY)
- $380,819,759
- Employer contributions
- $32,724,562
- Total income / additions
- $63,520,537
- Benefits paid
- $27,644,414
- Administrative expenses
- $2,412,527
- Total expenses
- $30,056,941
- Net increase / (decrease)
- $33,463,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Investment Management Inc | NONE | $415,544 | not reported in the loaded dataset |
| The Segal Company (Western States) | NONE | $258,298 | not reported in the loaded dataset |
| Thomson Horstmann & Bryant | NONE | $194,632 | not reported in the loaded dataset |
| First Hawaiian Bank Investment Svcs | NONE | $185,521 | not reported in the loaded dataset |
| Benefit & Risk Management Services | NONE | $184,717 | not reported in the loaded dataset |
| Invesco Advisors, Inc. | NONE | $145,169 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $124,803 | $10,751 |
| Milliman, Inc. | NONE | $134,782 | not reported in the loaded dataset |
| Yamamoto, Caliboso & Hetherington | NONE | $44,576 | not reported in the loaded dataset |
| Pension Benefit Guaranty Corp | NONE | $42,560 | not reported in the loaded dataset |
| Cw Associates | NONE | $28,376 | not reported in the loaded dataset |
| Leonard Carder, Llp | NONE | $17,517 | not reported in the loaded dataset |
| Segal Select Insurance Services, In | NONE | $14,238 | not reported in the loaded dataset |