Postretirement Welfare Benefits Plan For Employees Of Young Brothers, Limited — Form 5500 plan (Young Brothers, LLC)
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, Postretirement Welfare Benefits Plan For Employees Of Young Brothers, Limited is a benefit plan reported by Young Brothers, LLC under EIN 99-0105204 and plan number 516. The latest loaded filing year is 2023. The filing reports 370 participants and $18,990,369 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$19MPlan net assets, end of year$18,990,369
Participants370Covered participants reported
Assets / participant$51.3KComputed: assets ÷ participants$51,325 (computed)
Provider compensation$177.2K4 Schedule C provider row(s)$177,204
- Plan sponsor
- Young Brothers, LLC
- EIN
- 99-0105204
- Plan number
- 516
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20241015160634NAL0016838803001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$19M total assets
Net assets$19MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,990,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,990,369
- Net assets (BOY)
- $17,083,144
Income & contributions
- Employer contributions
- $77,750
- Total contributions
- $77,750
- Total income / additions
- $2,671,819
Expenses & distributions
- Benefits paid
- $579,816
- Administrative expenses
- $184,778
- Total expenses
- $764,594
- Net increase / (decrease)
- $1,907,225
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $96,020 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | ACCOUNTANT | $43,505 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Svcs, Inc. | NONE | $27,095 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | TRUSTEE | $10,584 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Young Brothers, LLC
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Willis Towers Watson Us LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Towers Watson Investment Svcs, Inc. — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation