Hawaii Laborers' Pension Trust Fund — Form 5500 plan (Hawaii Laborers' 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 Laborers' Pension Trust Fund is a benefit plan reported by Hawaii Laborers' Pension Trust Fund under EIN 99-6025107 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,699 participants and $392,415,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Laborers' Pension Trust Fund
- EIN
- 99-6025107
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 5,699
- End-of-year plan assets
- $392,415,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,699 | H, C | 20241216202412NAL0001847937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $392,415,613
- Total liabilities (EOY)
- $2,091,000
- Net assets (EOY)
- $390,324,613
- Net assets (BOY)
- $346,446,095
Income & contributions
- Employer contributions
- $17,210,982
- Total contributions
- $17,236,221
- Total income / additions
- $70,810,465
Expenses & distributions
- Benefits paid
- $24,478,641
- Administrative expenses
- $2,453,306
- Total expenses
- $26,931,947
- Net increase / (decrease)
- $43,878,518
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Adminstrators Inc | NONE | $980,537 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $317,623 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $118,230 | $0 | 2023 |
| Central Pacific Bank | NONE | $113,414 | not reported in the loaded dataset | 2023 |
| Focus Investment Advisors | NONE | $101,609 | not reported in the loaded dataset | 2023 |
| Whitestar | NONE | $93,750 | not reported in the loaded dataset | 2023 |
| Honolulu Actuarial Consultants | NONE | $90,733 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $72,274 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $68,254 | not reported in the loaded dataset | 2023 |
| Victory Capital Management | NONE | $47,659 | $3,367 | 2023 |
| Yoshida & Associates | NONE | $41,908 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $15,764 | not reported in the loaded dataset | 2023 |
| Stephen Horn | NONE | $0 | $13,145 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Laborers' Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Pacific Adminstrators Inc — Schedule C compensation
- Raymond James — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Central Pacific Bank — Schedule C compensation
- Focus Investment Advisors — Schedule C compensation
- Whitestar — Schedule C compensation
- Honolulu Actuarial Consultants — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Yoshida & Associates — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Stephen Horn — Schedule C compensation