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This allocator's name

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Corporate pension in Hawaii

Corporate pension· Lahaina, Hawaii

Corporate pension, based in Lahaina, Hawaii, reporting $11.8M in assets, for 328 participants.

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

As of Nov 30, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $11.8M
Funded ratio: 96.0%

View relationships

Open searches Allocation policy

As of Nov 30, 2024 · 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: Nov 30, 2024, Total assets changed.

This allocator's name

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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

Relationship network

7 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.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network

Sponsor
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

$11.8M

Total assets, Nov 30, 2024 reported

Funded

96.0%

Dec 1, 2022

Private markets target

no policy read

policy Nov 30, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Nov 30, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 9.0%
Registered investment companies 91.0%

Consultants and advisers

3 firms

Aon Actuarythrough Nov 30, 2023 Form 5500
First Hawaiian Bank Trusteethrough Nov 30, 2023 Form 5500
AON Consulting, Inc. Actuarythrough Nov 30, 2023 Form 5500

People

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

Manager roster

1 manager on Schedule C

From Schedule C (investment management, code 28)

AON Hewitt Investment Consulting, Iplan years 2023

What changed

1 event

Nov 30, 2024Assets changed
down $1.3Maskebsa.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

18 readings

Total assets

$11.8M Nov 30, 2024 reported Form 5500

$13.1M (2023-11)

Plan assets

$14.2M Dec 1, 2022 reported Form 5500

Net assets

$11.8M Nov 30, 2024 reported Form 5500

$13.1M (2023-11)

Funded ratio

96.0% Dec 1, 2022 reported Form 5500

Funding target

$13.9M Dec 1, 2022 reported Form 5500

Discount rate

5.52% Dec 1, 2022 reported Form 5500

Participants

328 Dec 1, 2023 reported Form 5500

332 (2022-12)

Contributions

$0 Nov 30, 2024 reported Form 5500

$0 (2023-11)

Benefits paid

$2.2M Nov 30, 2024 reported Form 5500

$1.2M (2023-11)

Net investment income

-$1.3M Nov 30, 2024 reported Form 5500

-$1.0M (2023-11)

Investment management fees

$39,808 Nov 30, 2024 reported Form 5500

$31,389 (2023-11)

Form 5500 filings

2 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2023 to Nov 30, 2024	328	Not disclosed	Not disclosed	n/a	$11.8M	Not disclosed	Not disclosed	Not disclosed
2022 to Nov 30, 2023	332	$14.2M	$13.9M	96.0%	$13.1M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

AON Consulting codes 11 13 15 50 $218,047 PY2023
AON Hewitt Invstmnt Consultant, Inc codes 28 50 $39,808 PY2023
First Hawaiian Bank codes 21 50 $26,369 PY2023

+8 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: none on file

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.

Not yet on record: fund commitments, managers.

Record history

1 dated event on the change ledger, latest event first

Total assets changed
2024-11-30source 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

+5 connections on the graph

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