Catv Industry-Ibew Pension Plan — Form 5500 plan (Board Of Trustees Of Catv Industry - Ibew Pension Plan)
Plain-English plan 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, Catv Industry-Ibew Pension Plan is a benefit plan reported by Board Of Trustees Of Catv Industry - Ibew Pension Plan under EIN 81-6703160 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,050 participants and $89,842,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Catv Industry - Ibew Pension Plan
- EIN
- 81-6703160
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 1,050
- End-of-year plan assets
- $89,842,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,050 | H, C | 20250116135029NAL0012759763002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,842,937
- Total liabilities (EOY)
- $119,540
- Net assets (EOY)
- $89,723,397
- Net assets (BOY)
- $80,011,452
Income & contributions
- Employer contributions
- $191,054
- Total contributions
- $191,054
- Total income / additions
- $14,442,234
Expenses & distributions
- Benefits paid
- $4,082,605
- Administrative expenses
- $647,684
- Total expenses
- $4,730,289
- Net increase / (decrease)
- $9,711,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ssi Investment Management | NONE | $136,510 | $0 | 2023 |
| Hawaii Electricians Admin Office | ADMINISTRATIVE OFFICE | $103,356 | not reported in the loaded dataset | 2023 |
| Blacksand Capital, LLC | NONE | $71,568 | $0 | 2023 |
| Central Pacific Bank | NONE | $39,550 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $37,777 | not reported in the loaded dataset | 2023 |
| Honolulu Actuarial Consultants, Inc | NONE | $30,323 | not reported in the loaded dataset | 2023 |
| Lemke, Chinen & Tanaka, C.P.A., Inc | NONE | $27,539 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | PARTY IN INTEREST | $20,174 | $0 | 2023 |
| Sierra Investment Management | NONE | $17,768 | not reported in the loaded dataset | 2023 |
| Three Peaks Capital Management, LLC | NONE | $15,956 | not reported in the loaded dataset | 2023 |
| Focus Investment Advisors | NONE | $11,245 | not reported in the loaded dataset | 2023 |
| Whitestar Advisors, LLC | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Oakhurst Capital Management LLC | NONE | $7,670 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Catv Industry - Ibew Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Ssi Investment Management — Schedule C compensation
- Hawaii Electricians Admin Office — Schedule C compensation
- Blacksand Capital, LLC — Schedule C compensation
- Central Pacific Bank — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Honolulu Actuarial Consultants, Inc — Schedule C compensation
- Lemke, Chinen & Tanaka, C.P.A., Inc — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Sierra Investment Management — Schedule C compensation
- Three Peaks Capital Management, LLC — Schedule C compensation
- Focus Investment Advisors — Schedule C compensation
- Whitestar Advisors, LLC — Schedule C compensation
- Oakhurst Capital Management LLC — Schedule C compensation