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
Hgea Staff Retirement Plan
Corporate pensionHonolulu, HI
Assets
$41.0M
Total assets, Jun 30, 2025 reported
Funded
80.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Hawaii Government Employees Association
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.1%
- Registered investment companies 99.8%
Consultants and advisers
3 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- Honolulu Actuarial Consultants Actuarythrough Jun 30, 2023 Form 5500
- First Hawaiian Bank Custodianthrough Jun 30, 2023 Form 5500
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)
- Bank of Hawaiiplan years 2023
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
33 readings
Investment management fees
$116,498 (2024-06) · $113,186 (2023-06)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 206 | $37.2M | $40.1M | 80.0% | $41.0M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 200 | $33.9M | $40.0M | 80.2% | $37.4M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 196 | $31.8M | $38.4M | 82.7% | $33.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bank of Hawaii codes 28 51 $102,182 PY2024
- Honolulu Actuarial Consultants Inc. codes 11 17 50 $29,843 PY2024
- Morgan Stanley Smith Barney LLC codes 27 50 72 $20,000 PY2024
- Kkdly LLC codes 10 50 $9,326 PY2024
- First Hawaiian Bank codes 18 19 50 $6,024 PY2024
- Honolulu Actuarial Consultants Inc. codes 11 PY2024
- Bank of Hawaii codes 28 51 $96,498 PY2023
- Honolulu Actuarial Consultants Inc. codes 11 17 50 $29,110 PY2023
- Morgan Stanley Smith Barney LLC codes 27 50 $20,000 PY2023
- Ginet Hayes codes 20 50 $9,292 PY2023
- Kkdly LLC codes 10 50 $9,063 PY2023
- Chadwick Ngai codes 20 50 $7,101 PY2023
- Mahie Trask codes 20 50 $6,377 PY2023
- Stephanie Ching codes 20 50 $6,308 PY2023
- Wesley Aki codes 20 50 $6,264 PY2023
- First Hawaiian Bank codes 18 19 50 $5,784 PY2023
- Honolulu Actuarial Consultants Inc. codes 11 PY2023
- Bank of Hawaii codes 28 51 $92,586 PY2022
- Honolulu Actuarial Consultants Inc. codes 11 17 50 $28,377 PY2022
- Morgan Stanley Smith Barney LLC codes 27 50 $20,000 PY2022
- Kkdly LLC codes 10 50 $8,758 PY2022
- First Hawaiian Bank codes 18 19 50 $5,432 PY2022
- Honolulu Actuarial Consultants Inc. codes 11 PY2022
What changed
2 events
- Jun 30, 2024Assets changedHgea Staff Retirement Plan total assets $34M -> $37M (+10.2%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedHgea Staff Retirement Plan funded ratio 82.7% -> 80.2% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 990040535-001
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.