Hawaii Longshore Pension Plan — Form 5500 plan (Board Of Trustees Of Hawaii Longshore 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, Hawaii Longshore Pension Plan is a benefit plan reported by Board Of Trustees Of Hawaii Longshore Pension Plan under EIN 99-0314293 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,415 participants and $380,949,145 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Hawaii Longshore Pension Plan
- EIN
- 99-0314293
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 1,415
- End-of-year plan assets
- $380,949,145
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,415 | H, C | 20241015220503NAL0031019681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $380,949,145
- Total liabilities (EOY)
- $129,386
- Net assets (EOY)
- $380,819,759
- Net assets (BOY)
- $347,356,163
Income & contributions
- Employer contributions
- $32,724,562
- Total contributions
- $32,724,562
- Total income / additions
- $63,520,537
Expenses & distributions
- Benefits paid
- $27,644,414
- Administrative expenses
- $2,412,527
- Total expenses
- $30,056,941
- Net increase / (decrease)
- $33,463,596
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Investment Management Inc | NONE | $415,544 | not reported in the loaded dataset | 2023 |
| The Segal Company (Western States) | NONE | $258,298 | not reported in the loaded dataset | 2023 |
| Thomson Horstmann & Bryant | NONE | $194,632 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank Investment Svcs | NONE | $185,521 | not reported in the loaded dataset | 2023 |
| Benefit & Risk Management Services | NONE | $184,717 | not reported in the loaded dataset | 2023 |
| Invesco Advisors, Inc. | NONE | $145,169 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $124,803 | $10,751 | 2023 |
| Milliman, Inc. | NONE | $134,782 | not reported in the loaded dataset | 2023 |
| Yamamoto, Caliboso & Hetherington | NONE | $44,576 | not reported in the loaded dataset | 2023 |
| Pension Benefit Guaranty Corp | NONE | $42,560 | not reported in the loaded dataset | 2023 |
| Cw Associates | NONE | $28,376 | not reported in the loaded dataset | 2023 |
| Leonard Carder, Llp | NONE | $17,517 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services, In | NONE | $14,238 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Hawaii Longshore Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Jp Morgan Investment Management Inc — Schedule C compensation
- The Segal Company (Western States) — Schedule C compensation
- Thomson Horstmann & Bryant — Schedule C compensation
- First Hawaiian Bank Investment Svcs — Schedule C compensation
- Benefit & Risk Management Services — Schedule C compensation
- Invesco Advisors, Inc. — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Yamamoto, Caliboso & Hetherington — Schedule C compensation
- Pension Benefit Guaranty Corp — Schedule C compensation
- Cw Associates — Schedule C compensation
- Leonard Carder, Llp — Schedule C compensation
- Segal Select Insurance Services, In — Schedule C compensation