DFX Intelligence

Allocator Intelligence

GAY & Robinson, Inc. Pension Plan for Hourly Employees

Corporate pension· Kaumakani, Hawaii

Corporate pension, based in Kaumakani, Hawaii, for 295 participants.

Composed from this allocator's classification, location and filed figures.

Funded ratio
116.2%
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Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, GAY & Robinson, Inc. Pension Plan for Hourly Employees total assets $12M -> $0 (-100.0%, 2023-12-31 to 2024-12-31).

Relationship network

5 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

GAY & Robinson, Inc. Pension Plan for Hourly Employees
HI

1 more service provider on this record

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Reading the network
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Dec 31, 2024 reported
Funded
116.2%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: GAY & Robinson, Inc.

Allocation policy

Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 60.6%
  • Registered investment companies 39.4%

Consultants and advisers

3 firms

People

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

3 events
  • Dec 31, 2024Assets changed
    GAY & Robinson, Inc. Pension Plan for Hourly Employees total assets $12M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    AON Consulting Inc appears on GAY & Robinson, Inc. Pension Plan for Hourly Employees's Schedule C as general consultant (plan year 2023 vs 2022)
    with Aonaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    GAY & Robinson, Inc. Pension Plan for Hourly Employees funded ratio 130.8% -> 116.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

26 readings
Total assets
$0 Dec 31, 2024 reported Form 5500
$11.8M (2023-12) · $11.5M (2022-12)
Plan assets
$11.5M Jan 1, 2023 reported Form 5500
$12.6M (2022-01)
Net assets
$0 Dec 31, 2024 reported Form 5500
$11.8M (2023-12) · $11.5M (2022-12)
Funded ratio
116.2% Jan 1, 2023 reported Form 5500
130.8% (2022-01)
Funding target
$7.9M Jan 1, 2023 reported Form 5500
$7.8M (2022-01)
Discount rate
5.21% Jan 1, 2023 reported Form 5500
5.38% (2022-01)
Participants
295 Jan 1, 2024 reported Form 5500
295 (2023-01) · 297 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$7.5M Dec 31, 2024 reported Form 5500
$535,133 (2023-12) · $515,438 (2022-12)
Net investment income
-$7.5M Dec 31, 2024 reported Form 5500
$275,837 (2023-12) · -$1.1M (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024295Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023295$11.5M$7.9M116.2%$11.8MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022297$12.6M$7.8M130.8%$11.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+5 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 990148233-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 23, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: assets, fund commitments, managers.

Record history

3 dated events on the change ledger, latest event first
  • Total assets changed
    2024-12-31source on record
  • Consultant changed
    2023-12-31source on record
  • Funded status changed
    2023-01-01source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+4 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.