Original filing (PDF)20260113145457NAL0020596914005

Board of Trustees of Hawaii Iron Workers Pension Trust Fund

Name: Board of Trustees of Hawaii Iron Workers Pension Trust Fund — Form 5500 Plan 001 (2024)
Creator: Board of Trustees of Hawaii Iron Workers Pension Trust Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hawaii Iron Workers' Pension Plan

Defined-benefit pension plan · Board of Trustees of Hawaii Iron Workers Pension Trust Fund's Hawaii Iron Workers' Pension Plan held $175.8M in plan assets for 649 participants in 2024.

Signals · 4

21% employer stock~134 bps in Sched C feesNo recordkeeper disclosed16 service providers

Active participants

649

Accounts w/ balance

—

Plan assets (EOY)

$175.8M

Net assets (EOY)

$175.7M

How this plan invests

This plan

450 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Holds assets with an undetermined value.
Total administrative cost in the bottom quartile of peers (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES OF HAWAII IRON WORKERS PENSION TRUST FUND.

Plan sponsor

Name

BOARD OF TRUSTEES OF HAWAII IRON WORKERS PENSION TRUST FUND

EIN

99-6025105all filings

Address

94-497 UKEE STREET · WAIPAHU, HI · 967974243

Phone

(808) 671-8225

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-13

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

SINGERLEWAK LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

16 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
FENIMORE ASSET MANAGEMENT	14-1564237	—	NONE	$260K	—
SSI INVESTMENT MANAGEMENT, INC	83-3986484	—	NONE	$125K	—

Investments

450 direct securities· $174.2M(99% of reported assets)

Common Collective Trusts

$39.0M

4 holdings

Cash / Money Market

$37.4M

2 holdings

Common Stocks

$37.0M

123 holdings

Other securities

$26.2M

25 holdings

Bonds / Notes

$16.4M

255 holdings

Mutual Funds

$8.3M

7 holdings

U.S. Treasuries

$6.7M

17 holdings

OTHER

$2.7M

2 holdings

					% of plan
65,634.00 iShares Core S&P 500 ETF	Common Collective Trusts	—	$14.8M	$36.9M	21.0%
# of Shares INTEREST BEARING CASH (INCLUDING MONEY MARKET ACCOUNTS) MONEY MARKET FUNDS 20,726,355.16 BlackRock Liquidity FedFund	Cash / Money Market	—	$20.7M	$20.7M	11.8%
BlackRock Liquidity Funds T-Fund	Cash / Money Market	—	$16.7M	$16.7M	9.5%
115,013.00 iShares Core MSCI Total International Stock ETF	Other securities	—	$6.9M	$8.0M	4.6%
Dreyfus Government Securities Cash Management	Mutual Funds	—	$7.0M	$7.0M	4.0%
Dreyfus Treasury Securities Cash Management	U.S. Treasuries	—	$5.6M	$5.6M	3.2%
4,727,013.81 ATEL Private Debt Partners II, LLC	Other securities	—	$4.7M	$4.7M	2.7%
PARTNERSHIPS Blacksand Capital Opportunity Fund II, LP	Other securities	—	$3.4M	$4.2M	2.4%
4,659,716.73 Vickers Venture Fund VI (Plan) L.P.	Other securities	—	$4.5M	$4.0M	2.3%
2,991.00 Intercontinental U.S. Real Estate Investment Fund, LLC	Other securities	—	$3.5M	$3.5M	2.0%
8,134 Arthur J Gallagher & Co	Common Stocks	—	$745K	$2.8M	1.6%
LLC 2,630,529.31 ATEL Institutional Venture Debt Fund, LLC	OTHER	—	$2.7M	$2.7M	1.5%
7,580 Trane Technologies PLC	Common Stocks	—	$728K	$2.6M	1.5%
8,040 Broadridge Financial Solutions Inc	Common Stocks	—	$1.0M	$1.9M	1.1%
4,388 Stryker CORP	Common Stocks	—	$1.0M	$1.6M	0.9%
2,812.00 SPDR S&P 500 ETF Trust	Common Collective Trusts	—	$925K	$1.6M	0.9%
11,267 Ross Stores Inc	Common Stocks	—	$1.2M	$1.4M	0.8%
29,359 Brookfield Asset Management Ltd	Common Stocks	—	$1.1M	$1.4M	0.8%
8,450 CDW Corp/DE	Common Stocks	—	$1.1M	$1.4M	0.8%
5,500 Republic Services Inc	Common Stocks	—	$438K	$1.3M	0.8%
1,293,000.00 JPMorgan Chase Financial Co LLC 6.5% 25 Jun 2026	Bonds / Notes	—	$1.3M	$1.3M	0.7%
6,180 Cintas Corp	Common Stocks	—	$550K	$1.3M	0.7%
1,295,000.00 BNP Paribas SA 3% 15 Jun 2026	Bonds / Notes	—	$1.3M	$1.3M	0.7%
7,770 Paychex Inc	Common Stocks	—	$668K	$1.2M	0.7%
4,847 Steris PLC	Common Stocks	—	$837K	$1.1M	0.6%
12,600 Fastenal Co	Common Stocks	—	$419K	$977K	0.6%
STRUCTURED NOTES 1,000,000.00 Barclays Bank PLC 6.5% 10 Jun 2026	Bonds / Notes	—	$1.0M	$968K	0.6%
3,145 Verisk Analytics Inc	Common Stocks	—	$731K	$936K	0.5%
1,757 Watsco Inc	Common Stocks	—	$441K	$893K	0.5%
2,805 Pool Corp	Common Stocks	—	$653K	$893K	0.5%
3,750 Vulcan Materials Co	Common Stocks	—	$513K	$875K	0.5%
1,371 Roper Technologies Inc	Common Stocks	—	$711K	$808K	0.5%
12,272 Amphenol Corp	Common Stocks	—	$447K	$805K	0.5%
4,355 Jack Henry & Associates Inc	Common Stocks	—	$690K	$795K	0.5%
9,526 McCormick & Co Inc/MD	Common Stocks	—	$669K	$784K	0.4%
6,545 Agilent Technologies Inc	Common Stocks	—	$884K	$766K	0.4%
14,631 Microchip Technology Inc	Common Stocks	—	$935K	$708K	0.4%
3,300 HEICO Corp	Common Stocks	—	$338K	$696K	0.4%
11,120.00 Vanguard Total International Stock ETF	Mutual Funds	—	$686K	$691K	0.4%
1,249 Martin Marietta Materials Inc	Common Stocks	—	$623K	$597K	0.3%
6,800 Entegris Inc	Common Stocks	—	$446K	$595K	0.3%
3,209 Avery Dennison Corp	Common Stocks	—	$361K	$571K	0.3%
3,000 IDEX Corp	Common Stocks	—	$453K	$543K	0.3%
418,000.00 Citigroup Global Markets Holdings Inc/United States 6.1% 09 Jun 2026	Bonds / Notes	—	$418K	$404K	0.2%
690.00 iShares Core S&P 500 ETF	Common Collective Trusts	—	$302K	$388K	0.2%
378,000.00 MicroStrategy Inc Zero Coupon 01 Dec 2029	Common Stocks	—	$354K	$305K	0.2%
14,596.85 Invesco Diversified Dividend Fund	Mutual Funds	—	$247K	$264K	0.2%
1,003.95 Dodge & Cox Stock Fund	Mutual Funds	—	$220K	$263K	0.1%
4,370.00 Boeing Co/The 6% 15 Oct 2027	Bonds / Notes	—	$240K	$261K	0.1%
23,692.32 NYLI Winslow Large Cap Growth Fund	Other securities	—	$227K	$258K	0.1%

1–50 of 450

1 / 9

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

BlackRock / iShares$83.5M State Street / SPDR$1.7M JPMorgan$1.4M Vanguard$691K Invesco$490K Dodge & Cox$263K Morgan Stanley$213K Wells Fargo / Allspring$162K Janus Henderson

Related plans

Other plans using Hawaii Iron Workers Admin Office

Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund

Hawaii Iron Workers' Annuity Plan

$59.7M · 648 participants

Similar-size Construction plans

Cement Masons Local 780 Pension Fund

$175.6M · 397 participants

Sheet Metal Workers Local 33

Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan

$176.5M · 3,973 participants

PYE-Barker Fire & Safety, LLC

PBFS Retirement Plan

$176.9M · 7,304 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. GEORGE PARIS	—	WAIPAHU, HI	TRUSTEE	$9K	—
BARBETT HARRIS	—	WAIPAHU, HI	TRUSTEE	$9K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
HAWAII IRON WORKERS ADMIN OFFICE	99-0164675	—	ADMINISTRATIVE OFFICE	$1.2M	—
FIRST HAWAIIAN BANK	99-0034327	—	NONE	$211K	—
RAYMOND JAMES & ASSOCIATES	59-1237041	—	NONE	$173K	—
SINGERLEWAK	95-2302617	—	NONE	$95K	—
HUDSON EDGE INVESTMENT PARTNERS INC	52-1296988	—	NONE	$66K	—
MILLIMAN	91-0675641	—	NONE	$65K	—
YAMAMOTO CALIBOSO HETHERINGTON	—	HONOLULU, HI	NONE	$28K	—
BANK OF HAWAII	99-0177765	—	NONE	$23K	—