DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Employees' Retirement Plan of Bank of Hawaii

Corporate pensionHonolulu, HI
Assets
$74.7M
Total assets, Dec 31, 2024 reported
Funded
94.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
19
none on the tape
Plan sponsor: Bank of Hawaii
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Common/collective trusts 98.8%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
19 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Mercer Active Long Corporate Fixedcollective trustMercer Trust Company LLCFixed income$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Emerging Markets Equity Portcollective trustMercer Trust Company LLCPublic equity$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Global Low Volatility Equitycollective trustMercer Trust Company LLCPublic equity$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Long Strips Fixed Incomecollective trustMercer Trust Company LLCFixed income$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust Company LLCPublic equity$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Opportunistic Fixed Incomecollective trustMercer Trust Company LLCHedge / diversifiers$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Passive Long Government Fixecollective trustMercer Trust Company LLCPooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer US Large Cap Core Passive Eqcollective trustMercer Trust Company LLCPublic equity$15.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer US Small/mid Cap Equity Portcollective trustMercer Trust Company LLCPublic equity$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Active Intermediate Credit Fcollective trustMercer Trust Company LLCPrivate credit$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Active Long Corporate Fixedcollective trustMercer Trust Company LLCFixed income$15.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Emerging Markets Equity Portcollective trustMercer Trust Company LLCPublic equity$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Global Low Volatility Equitycollective trustMercer Trust Company LLCPublic equity$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Long Strips Fixed Incomecollective trustMercer Trust Company LLCFixed income$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust Company LLCPublic equity$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Opportunistic Fixed Incomecollective trustMercer Trust Company LLCHedge / diversifiers$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Passive Long Government Fixecollective trustMercer Trust Company LLCPooled vehicles$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023US Large Cap Core Passive Equitycollective trustMercer Trust Company LLCPublic equity$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Small/mid Cap Equity Portcollective trustMercer Trust Company LLCPublic equity$3.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$74.7M Dec 31, 2024 reported Form 5500
$78.3M (2023-12) · $79.3M (2022-12)
Plan assets
$78.0M Jan 1, 2024 reported Form 5500
$79.3M (2023-01) · $101M (2022-01)
Net assets
$74.7M Dec 31, 2024 reported Form 5500
$78.3M (2023-12) · $79.3M (2022-12)
Funded ratio
94.5% Jan 1, 2024 reported Form 5500
94.7% (2023-01) · 101.4% (2022-01)
Funding target
$76.0M Jan 1, 2024 reported Form 5500
$83.0M (2023-01) · $83.5M (2022-01)
Discount rate
5.00% Jan 1, 2024 reported Form 5500
5.13% (2023-01) · 5.30% (2022-01)
Participants
1,049 Jan 1, 2024 reported Form 5500
1,261 (2023-01) · 1,278 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$6.5M Dec 31, 2024 reported Form 5500
$11.0M (2023-12) · $6.7M (2022-12)
Net investment income
$-3.6M Dec 31, 2024 reported Form 5500
$-1.0M (2023-12) · $-22.0M (2022-12)
Investment management fees
$148,708 Dec 31, 2024 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,049$78.0M$76.0M94.5%$74.7Mn/an/an/a
2023 to Dec 31, 20231,261$79.3M$83.0M94.7%$78.3Mn/an/an/a
2022 to Dec 31, 20221,278$101M$83.5M101.4%$79.3Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer(us)llc codes 11 50 $280,754 PY2024
  • Mercer Investments LLC codes 51 $127,365 PY2024
  • Carlsmith Ball, LLP codes 29 50 $37,121 PY2024
  • Buck Global LLC codes 15 50 $21,343 PY2024
  • Long Strips Fixed Income Sched. D C $7.7M PY2024
  • Opportunistic Fixed Income Sched. D C $7.6M PY2024
  • Passive Long Government Fixed Incom Sched. D C $4.4M PY2024
  • US Large Cap Core Passive Equity Sched. D C $15.7M PY2024
  • US Small/mid Cap Equity Sched. D C $2.5M PY2024
  • Active Inter Cr Fixed Income Sched. D C $7.7M PY2024
  • Non-Us Core Equity Sched. D C $7.1M PY2024
  • Active Long Corp Fixed Income Sched. D C $16.6M PY2024
  • Emerging Markets Equity Sched. D C $3.2M PY2024
  • Global Low Volatility Equity Sched. D C $1.3M PY2024
  • Mercer codes 11 PY2024
  • Carlsmith Ball, LLP codes 29 50 $45,478 PY2023
  • Buck Global LLC codes 15 50 $40,650 PY2023
  • Mercer(us)llc codes 11 50 $40,232 PY2023
  • Mercer Investments LLC codes 51 $21,836 PY2023
  • Emerging Markets Equity Sched. D C $5.2M PY2023
  • Global Low Volatility Equity Sched. D C $4.3M PY2023
  • Long Strips Fixed Income Sched. D C $2.2M PY2023
  • Non-Us Core Equity Sched. D C $9.5M PY2023
  • Passive Long Government Fixed Incom Sched. D C $10.8M PY2023
  • US Large Cap Core Passive Equity Sched. D C $12.1M PY2023
  • US Small/mid Cap Equity Sched. D C $3.5M PY2023
  • Opportunistic Fixed Income Sched. D C $8.6M PY2023
  • Active Long Corp Fixed Income Sched. D C $15.8M PY2023
  • Mercer codes 11 PY2023
  • Mercer codes 11 $57,476 PY2022
  • Buck Global LLC codes 15 50 $33,216 PY2022
  • Mercer codes 11 PY2022
What changed
5 events
  • Dec 31, 2024Holding started
    Employees' Retirement Plan of Bank of Hawaii first reports an interest in Mercer US Large Cap Core Passive Eq: $16M at 2024-12-31
    with Mercer US Large Cap Core Passive Eqaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Employees' Retirement Plan of Bank of Hawaii first reports an interest in Mercer Active Intermediate Credit F: $8M at 2024-12-31
    with Mercer Active Intermediate Credit Faskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Employees' Retirement Plan of Bank of Hawaii no longer reports US Large Cap Core Passive Equity (last held $12M at 2023-12-31; absent from the 2024-12-31 filing)
    with US Large Cap Core Passive Equityaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Employees' Retirement Plan of Bank of Hawaii funded ratio 101.4% -> 94.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Employees' Retirement Plan of Bank of Hawaii plan assets $101M -> $79M (-21.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 990033900-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.