Pamcah-Ua Local 675 Annuity Plan — Form 5500 plan (Board Of Trustees Of Pamcah-Ua Local 675 Annuity Fund)
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, Pamcah-Ua Local 675 Annuity Plan is a benefit plan reported by Board Of Trustees Of Pamcah-Ua Local 675 Annuity Fund under EIN 99-0221545 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,624 participants and $226,817,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Pamcah-Ua Local 675 Annuity Fund
- EIN
- 99-0221545
- Plan number
- 002
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 2,624
- End-of-year plan assets
- $226,817,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,624 | H, C | 20240723192811NAL0012423169001 |
| 2023 | 2,433 | H, C | 20240723192809NAL0011985585005 |
| 2023 | 3,173 | H, C | 20250513152408NAL0040943266004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $348,981,775
- Total liabilities (EOY)
- $11,344
- Net assets (EOY)
- $348,970,431
- Net assets (BOY)
- $301,749,177
Income & contributions
- Employer contributions
- $15,218,288
- Total contributions
- $15,218,288
- Total income / additions
- $60,826,765
Expenses & distributions
- Benefits paid
- $12,255,436
- Administrative expenses
- $1,350,075
- Total expenses
- $13,605,511
- Net increase / (decrease)
- $47,221,254
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Congress Asset Management | NONE | $242,238 | not reported in the loaded dataset | 2023 |
| Pamcah Administrative Office | ADMINISTRATIVE OFFICE | $236,474 | not reported in the loaded dataset | 2023 |
| Ckw Financial Group | NONE | $187,987 | not reported in the loaded dataset | 2023 |
| Ckw Financial Group | NONE | $170,482 | not reported in the loaded dataset | 2023 |
| Ckw Financial Group | NONE | $165,530 | not reported in the loaded dataset | 2023 |
| Pamcah Administrative Office | ADMINISTRATIVE OFFICE | $146,563 | not reported in the loaded dataset | 2023 |
| Pacific Income Advisors | NONE | $139,664 | not reported in the loaded dataset | 2023 |
| Pamcah Administrative Office | ADMINISTRATIVE OFFICE | $135,991 | not reported in the loaded dataset | 2023 |
| Pacific Income Advisors | NONE | $131,559 | not reported in the loaded dataset | 2023 |
| Congress Asset Management | NONE | $128,015 | not reported in the loaded dataset | 2023 |
| Congress Asset Management | NONE | $115,903 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $101,762 | $0 | 2023 |
| First Hawaiian Bank | NONE | $99,008 | $0 | 2023 |
| Nwq Investment Management Company | NONE | $81,771 | $0 | 2023 |
| Pacific Income Advisors | NONE | $81,560 | not reported in the loaded dataset | 2023 |
| Nwq Investment Management Company | NONE | $79,951 | $0 | 2023 |
| Dodge & Cox | NONE | $73,019 | $0 | 2023 |
| Central Pacific Bank | NONE | $72,640 | not reported in the loaded dataset | 2023 |
| Central Pacific Bank | NONE | $72,257 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $70,693 | $0 | 2023 |
| Nwq Investment Management Company | NONE | $62,969 | $0 | 2023 |
| Singerlewak Llp | NONE | $48,168 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $46,709 | $0 | 2023 |
| Lemke Chinen & Tanaka Cpa Inc. | NONE | $42,408 | not reported in the loaded dataset | 2023 |
| Trucker Huss | NONE | $41,130 | not reported in the loaded dataset | 2023 |
| Lemke Chinen & Tanaka Cpa Inc. | NONE | $40,314 | not reported in the loaded dataset | 2023 |
| Pacific Property Group, Inc. | NONE | $29,868 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $29,761 | not reported in the loaded dataset | 2023 |
| Pacific Property Group, Inc. | NONE | $28,321 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $25,863 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $22,829 | not reported in the loaded dataset | 2023 |
| Abm Onsite Services - West, Inc. | NONE | $20,216 | not reported in the loaded dataset | 2023 |
| Abm Onsite Services - West, Inc. | NONE | $19,252 | not reported in the loaded dataset | 2023 |
| Trucker Huss | NONE | $15,143 | not reported in the loaded dataset | 2023 |
| Star Protection Agency | NONE | $12,719 | not reported in the loaded dataset | 2023 |
| Star Protection Agency | NONE | $11,892 | not reported in the loaded dataset | 2023 |
| Char, Sakamoto, Ishii, Lum & Ching | NONE | $11,876 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $11,618 | 2023 |
| Char, Sakamoto, Ishii, Lum & Ching | NONE | $9,236 | not reported in the loaded dataset | 2023 |
| Trucker Huss | NONE | $6,624 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $6,467 | 2023 |
| Samuel Fujikawa | TRUSTEE | $5,679 | not reported in the loaded dataset | 2023 |
| Honolulu Disposal Services, Inc. | NONE | $5,560 | not reported in the loaded dataset | 2023 |
| Honolulu Disposal Services, Inc. | NONE | $5,042 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Pamcah-Ua Local 675 Annuity Fund
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Congress Asset Management — Schedule C compensation
- Pamcah Administrative Office — Schedule C compensation
- Ckw Financial Group — Schedule C compensation
- Pacific Income Advisors — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Nwq Investment Management Company — Schedule C compensation
- Central Pacific Bank — Schedule C compensation
- Singerlewak Llp — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Lemke Chinen & Tanaka Cpa Inc. — Schedule C compensation
- Trucker Huss — Schedule C compensation
- Pacific Property Group, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Abm Onsite Services - West, Inc. — Schedule C compensation
- Star Protection Agency — Schedule C compensation
- Char, Sakamoto, Ishii, Lum & Ching — Schedule C compensation
- Samuel Fujikawa — Schedule C compensation
- Honolulu Disposal Services, Inc. — Schedule C compensation