2023 Form 5500 filing — Hawaii Iron Workers' 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 20250115102329NAL0021604353005) for Hawaii Iron Workers' Pension Plan, reported by Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund under EIN 99-6025105 and plan number 001. It reports 1,450 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115102329NAL0021604353005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund
- EIN
- 99-6025105
- Plan number
- 001
- Location
- Waipahu, HI
- Participants
- 1,450
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $171,317,092
- Total liabilities (EOY)
- $292,727
- Net assets (EOY)
- $171,024,365
- Employer contributions
- $7,677,983
- Total income / additions
- $32,438,252
- Benefits paid
- $9,835,758
- Administrative expenses
- $2,499,412
- Total expenses
- $12,335,170
- Net increase / (decrease)
- $20,103,082
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Iron Workers Admin Office | ADMINISTRATIVE OFFICE | $1,170,995 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $242,513 | $0 |
| Fenimore Asset Management | NONE | $207,821 | not reported in the loaded dataset |
| Ssi Investment Management, Inc | NONE | $180,398 | $0 |
| Raymond James & Associates | NONE | $153,953 | not reported in the loaded dataset |
| Singerlewak | NONE | $95,288 | not reported in the loaded dataset |
| Hudson Edge Investment Partners Inc | NONE | $60,635 | $0 |
| Whitestar Advisors, LLC | NONE | $59,500 | not reported in the loaded dataset |
| Milliman | NONE | $54,167 | not reported in the loaded dataset |
| Three Peaks Capital Management | NONE | $53,320 | not reported in the loaded dataset |
| Yamamoto Caliboso Hetherington | NONE | $34,576 | not reported in the loaded dataset |
| Bank Of Hawaii | NONE | $20,746 | $0 |
| Affinity Investment Advisors | NONE | $16,486 | not reported in the loaded dataset |
| The Segal Company (Western States), | NONE | $13,568 | not reported in the loaded dataset |
| Oakhurst Capital Management, LLC | NONE | $9,511 | not reported in the loaded dataset |
| Gaylord Lovell | TRUSTEE | $8,468 | not reported in the loaded dataset |
| Emily Agor | ADMINISTRATOR | $5,866 | not reported in the loaded dataset |
| Shon Moea'I | TRUSTEE | $5,223 | not reported in the loaded dataset |