Original filing (PDF)20251023060925NAL0001361027001

ILWU LOCAL 142 VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST

Name: ILWU LOCAL 142 VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST — ILWU LOCAL 142 VEBA TRUST, Form 5500 (2024)
Creator: ILWU LOCAL 142 VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST

Form 5500

FILING_RECEIVED

ILWU LOCAL 142 VEBA TRUST

Health & welfare plan

Signals · 3

98% in single holding~222 bps in Sched C feesNo recordkeeper disclosed

Active participants

5,730

Accounts w/ balance

—

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

How this plan invests

This plan

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ILWU LOCAL 142 VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST.

Plan sponsor

Name

ILWU LOCAL 142 VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST

EIN

20-2142939

Address

1440 KAPIOLANI BLVD STE 800 · HONOLULU, HI · 968143613

Phone

(808) 441-8600

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-23

Welfare benefit codes

4Q · Other

Audit & trust (Schedule H)

Auditor

WITHUMSMITH+BROWN, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
WITHUMSMITH+BROWN, PC	22-2027092	—	NONE	$81K	—
PACIFIC ADMINISTRATORS, INC.	99-0351671	—	NONE	$28K	—
FIRST HAWAIIAN BANK	99-0034327	—	NONE	$24K	—
BUSINESS INSURANCE SERVICES, INC.	99-0280987	—	NONE	$6K	—
BENEFIT PLAN SOLUTIONS, INC.	20-5370318	—	NONE	$5K	—

Investments

3 direct securities· $6.3M(97% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
See attached. Corporate Bonds	—	—	$6.1M	$6.2M	94.5%
See attached. Money Market Mutual Fund	—	—	$92K	$92K	1.4%
Hawaii Federal Credit Union Certificate of Deposit	—	—	$54K	$54K	0.8%

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