Hawaii Sheet Metal Workers Pension Fund — Form 5500 plan (Hawaii Sheet Metal Workers Pension 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, Hawaii Sheet Metal Workers Pension Fund is a benefit plan reported by Hawaii Sheet Metal Workers Pension Fund under EIN 99-6009479 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,260 participants and $289,105,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Sheet Metal Workers Pension Fund
- EIN
- 99-6009479
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 1,260
- End-of-year plan assets
- $289,105,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,260 | H, C | 20250130184531NAL0000746707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $289,105,504
- Total liabilities (EOY)
- $1,013,377
- Net assets (EOY)
- $288,092,127
- Net assets (BOY)
- $277,912,715
Income & contributions
- Employer contributions
- $2,960,348
- Total contributions
- $2,960,348
- Total income / additions
- $27,759,530
Expenses & distributions
- Benefits paid
- $15,733,151
- Administrative expenses
- $1,846,967
- Total expenses
- $17,580,118
- Net increase / (decrease)
- $10,179,412
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dodge & Cox | NONE | $205,102 | $0 | 2023 |
| Eide Bailly Llp | NONE | $175,053 | not reported in the loaded dataset | 2023 |
| Central Pacific Bank | NONE | $158,651 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | $148,697 | not reported in the loaded dataset | 2023 |
| Hsm Admin Office | NONE | $148,663 | not reported in the loaded dataset | 2023 |
| Ziegler | NONE | $129,852 | not reported in the loaded dataset | 2023 |
| Miller Howard | NONE | $91,122 | not reported in the loaded dataset | 2023 |
| Stonebridge | NONE | $90,538 | $0 | 2023 |
| Lazard | NONE | $76,302 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $70,840 | not reported in the loaded dataset | 2023 |
| Polen Capital | NONE | $58,455 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $47,968 | not reported in the loaded dataset | 2023 |
| Dsm | NONE | $24,916 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $18,921 | not reported in the loaded dataset | 2023 |
| Brown Advisory LLC | NONE | $18,009 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $14,315 | not reported in the loaded dataset | 2023 |
| Jpm | NONE | $13,039 | not reported in the loaded dataset | 2023 |
| Withum Smith & Brown | NONE | $11,685 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $11,521 | $0 | 2023 |
| Gw Capital | NONE | $9,781 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Sheet Metal Workers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Dodge & Cox — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Central Pacific Bank — Schedule C compensation
- Boston Partners — Schedule C compensation
- Hsm Admin Office — Schedule C compensation
- Ziegler — Schedule C compensation
- Miller Howard — Schedule C compensation
- Stonebridge — Schedule C compensation
- Lazard — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Segal Company — Schedule C compensation
- Polen Capital — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Dsm — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Brown Advisory LLC — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Jpm — Schedule C compensation
- Withum Smith & Brown — Schedule C compensation
- Benesys — Schedule C compensation
- Gw Capital — Schedule C compensation