Hotel Union And Hotel Industry Of Hawaii Pension Plan — Form 5500 plan (Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii Pensio)
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, Hotel Union And Hotel Industry Of Hawaii Pension Plan is a benefit plan reported by Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii Pensio under EIN 99-6024339 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,132 participants and $712,101,905 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii Pensio
- EIN
- 99-6024339
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 14,132
- End-of-year plan assets
- $712,101,905
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,132 | H, C | 20250521213309NAL0002210673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $712,101,905
- Total liabilities (EOY)
- $59,686
- Net assets (EOY)
- $712,042,219
- Net assets (BOY)
- $627,880,543
Income & contributions
- Employer contributions
- $42,188,513
- Total contributions
- $42,188,513
- Total income / additions
- $121,793,058
Expenses & distributions
- Benefits paid
- $34,143,547
- Administrative expenses
- $3,487,835
- Total expenses
- $37,631,382
- Net increase / (decrease)
- $84,161,676
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Risk Management Services | CONTRACT ADMINISTRATIVE | $725,514 | not reported in the loaded dataset | 2023 |
| Org Portfolio Management | INVESTMENT MANAGER | $686,742 | not reported in the loaded dataset | 2023 |
| Ssi Investment Management | INVESTMENT MANAGER | $340,442 | $0 | 2023 |
| First Hawaiian Bank | CUSTODIAN/INV MANAGER | $213,949 | $0 | 2023 |
| Pzena Investment Management LLC | INVESTMENT MANAGER | $199,571 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | INVESTMENT MONITOR | $185,764 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | INVESTMENT MANAGER | $63,190 | $0 | 2023 |
| Singerlewak Llp | AUDITOR | $59,686 | not reported in the loaded dataset | 2023 |
| Mclellan Actuarial Consulting LLC | ACTUARIAL CONSULTANT | $57,867 | not reported in the loaded dataset | 2023 |
| Honolulu Actuarial Consultants | ACTUARIAL CONSULTANT | $47,565 | not reported in the loaded dataset | 2023 |
| Mccracken, Stemerman,&Holsberry Llp | LEGAL COUNSEL | $45,430 | not reported in the loaded dataset | 2023 |
| Rael & Letson | ACTUARIAL CONSULTANT | $41,534 | not reported in the loaded dataset | 2023 |
| Ullico Investment Company | INVESTMENT MANAGER | $34,469 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii Pensio
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Benefit Risk Management Services — Schedule C compensation
- Org Portfolio Management — Schedule C compensation
- Ssi Investment Management — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Pzena Investment Management LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Singerlewak Llp — Schedule C compensation
- Mclellan Actuarial Consulting LLC — Schedule C compensation
- Honolulu Actuarial Consultants — Schedule C compensation
- Mccracken, Stemerman,&Holsberry Llp — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Ullico Investment Company — Schedule C compensation