2023 Form 5500 filing — Hawaii Truckers-Teamsters Union 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 20250115102329NAL0021604353003) for Hawaii Truckers-Teamsters Union Pension Plan, reported by Trustees Of Hawaii Truckers-Teamsters Union Pension Fund under EIN 99-6009518 and plan number 001. It reports 1,079 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115102329NAL0021604353003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Hawaii Truckers-Teamsters Union Pension Fund
- EIN
- 99-6009518
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 1,079
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $160,277,483
- Net assets (EOY)
- $160,277,483
- Employer contributions
- $7,133,800
- Total income / additions
- $25,971,014
- Benefits paid
- $7,929,363
- Administrative expenses
- $900,123
- Total expenses
- $8,829,486
- Net increase / (decrease)
- $17,141,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| River Road Asset Management | NONE | $259,406 | $0 |
| Benefit Risk Management Services | NONE | $190,323 | not reported in the loaded dataset |
| Sustainable Growth Advisers | NONE | $97,795 | $0 |
| First Hawaiian Bank | NONE | $79,836 | $0 |
| Honolulu Actuarial Consultants | NONE | $53,822 | not reported in the loaded dataset |
| Singerlewak Llp | NONE | $41,835 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $33,826 | not reported in the loaded dataset |
| Yee & Kawashima, Lllp | NONE | $11,882 | not reported in the loaded dataset |