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Original filing (PDF)20251014232611NAL0003689505001
YOUNG BROTHERS, LLC
Form 5500
FILING_RECEIVED
POSTRETIREMENT WELFARE BENEFITS PLAN FOR EMPLOYEES OF YOUNG BROTHERS, LIMITED
Health & welfare plan
Signals · 3
62% in single holdingNo recordkeeper disclosed6 service providers
Active participants
213
Accounts w/ balance
—
Plan assets (EOY)
$20.1M
Net assets (EOY)
$20.1M
How this plan invests
This plan
4 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Morgan Stanley Capital International ACWI Index" is 62% of plan.
- 73 bps in Schedule C fees — 151% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YOUNG BROTHERS, LLC.
Plan sponsor
Name
YOUNG BROTHERS, LLC
EIN
99-0105204
Address
1331 NORTH NIMITZ HWY · HONOLULU, HI · 96817
Phone
(206) 281-3878
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
516
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4E · Vision
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVSRS TRST CO | 81-4017137 | — | INVESTMENT MANAGEMENT | $6K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | 06-1053228 | — | CONTRACT ADMINISTRATOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT | $11K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $74K | — |
| TOWERS WATSON INVESTMENT SVCS, INC. | 52-1868818 | — | NONE | $33K | — |
Investments
5 direct securities · 4 pooled funds· $24.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$20.0M
4 holdings
Uncategorized
$3.9M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MSCI ACWI INDEX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 84-3172952 / PN 001 | Common Collective Trust | — | $11.0M | $12.4M | 61.6% | |
| GLOBAL REAL ESTATE NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 27-6455179 / PN 001 | Common Collective Trust | — | $4.3M | $3.8M | 18.8% | |
| Long US Government Index | — | — | $3.7M | $2.6M | 12.8% | |
| LONG US GOVT BOND INDX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-6928353 / PN 001 | Common Collective Trust | — | — | $2.6M | 12.8% | |
| U.S. Treasury Inflation Protected Securities Index | — | — | $1.4M | $1.3M | 6.6% | |
| U.S. TIPS INDEX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 02-6138231 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.6% | |
| BlackRock Liquidity T-Fund | — | — | $40K | $53K | 0.3% | |
| BlackRock GNMA Porfolio Institutional Shares | — | — | $0 | $4K | <0.1% | |
| Goldman Sachs Emerging Markets Debt Portfolio | — | — | $1 | $2K | <0.1% |
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