Hawaii Iron Workers' Pension Plan — Form 5500 plan (Board Of Trustees Of Hawaii Iron Workers Pension Trust 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 Iron Workers' Pension Plan is a benefit plan reported by Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund under EIN 99-6025105 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,450 participants and $171,317,092 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund
- EIN
- 99-6025105
- Plan number
- 001
- Plan type
- 1
- Location
- Waipahu, HI
- Latest filing year
- 2023
- Participants
- 1,450
- End-of-year plan assets
- $171,317,092
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,450 | H, C | 20250115102329NAL0021604353005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $171,317,092
- Total liabilities (EOY)
- $292,727
- Net assets (EOY)
- $171,024,365
- Net assets (BOY)
- $150,921,283
Income & contributions
- Employer contributions
- $7,677,983
- Total contributions
- $7,677,983
- Total income / additions
- $32,438,252
Expenses & distributions
- Benefits paid
- $9,835,758
- Administrative expenses
- $2,499,412
- Total expenses
- $12,335,170
- Net increase / (decrease)
- $20,103,082
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Iron Workers Admin Office | ADMINISTRATIVE OFFICE | $1,170,995 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $242,513 | $0 | 2023 |
| Fenimore Asset Management | NONE | $207,821 | not reported in the loaded dataset | 2023 |
| Ssi Investment Management, Inc | NONE | $180,398 | $0 | 2023 |
| Raymond James & Associates | NONE | $153,953 | not reported in the loaded dataset | 2023 |
| Singerlewak | NONE | $95,288 | not reported in the loaded dataset | 2023 |
| Hudson Edge Investment Partners Inc | NONE | $60,635 | $0 | 2023 |
| Whitestar Advisors, LLC | NONE | $59,500 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $54,167 | not reported in the loaded dataset | 2023 |
| Three Peaks Capital Management | NONE | $53,320 | not reported in the loaded dataset | 2023 |
| Yamamoto Caliboso Hetherington | NONE | $34,576 | not reported in the loaded dataset | 2023 |
| Bank Of Hawaii | NONE | $20,746 | $0 | 2023 |
| Affinity Investment Advisors | NONE | $16,486 | not reported in the loaded dataset | 2023 |
| The Segal Company (Western States), | NONE | $13,568 | not reported in the loaded dataset | 2023 |
| Oakhurst Capital Management, LLC | NONE | $9,511 | not reported in the loaded dataset | 2023 |
| Gaylord Lovell | TRUSTEE | $8,468 | not reported in the loaded dataset | 2023 |
| Emily Agor | ADMINISTRATOR | $5,866 | not reported in the loaded dataset | 2023 |
| Shon Moea'I | TRUSTEE | $5,223 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Waipahu, HI
- Hawaii Iron Workers Admin Office — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Fenimore Asset Management — Schedule C compensation
- Ssi Investment Management, Inc — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Singerlewak — Schedule C compensation
- Hudson Edge Investment Partners Inc — Schedule C compensation
- Whitestar Advisors, LLC — Schedule C compensation
- Milliman — Schedule C compensation
- Three Peaks Capital Management — Schedule C compensation
- Yamamoto Caliboso Hetherington — Schedule C compensation
- Bank Of Hawaii — Schedule C compensation
- Affinity Investment Advisors — Schedule C compensation
- The Segal Company (Western States), — Schedule C compensation
- Oakhurst Capital Management, LLC — Schedule C compensation
- Gaylord Lovell — Schedule C compensation
- Emily Agor — Schedule C compensation
- Shon Moea'I — Schedule C compensation