Pamcah-Ua Local 675 Pension Plan
Taft-Hartley plan, based in Honolulu, Hawaii, reporting $622M in assets, for 3,068 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Aug 2024, Pamcah-Ua Local 675 Pension Plan funded ratio 94.1% -> 99.0% (2023-08-01 to 2024-08-01).
Relationship network
16 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.
- 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 basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 1.3%
- Partnership/joint venture interests 1.1%
- Registered investment companies 66.1%
- Common stock 31.3%
Consultants and advisers
- The Segal Co (western States), Inc. Pension consultantthrough Jul 31, 2023 Form 5500
- First Hawaiian Bank Custodianthrough Jul 31, 2023 Form 5500
- Segal Actuarythrough Jul 31, 2023 Form 5500
People
Manager roster
- CKW Financial Groupplan years 2023
- Dodge & Coxplan years 2023
- Pacific Income Advisorsplan years 2023
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Aug 1, 2024Funded status changedPamcah-Ua Local 675 Pension Plan funded ratio 94.1% -> 99.0% (2023-08-01 to 2024-08-01)
- Aug 1, 2024Assets changedPamcah-Ua Local 675 Pension Plan plan assets $516M -> $575M (+11.3%, 2023-08-01 to 2024-08-01)
- Jul 31, 2024Assets changedPamcah-Ua Local 675 Pension Plan total assets $516M -> $575M (+11.3%, 2023-07-31 to 2024-07-31)
- Aug 1, 2023Funded status changedPamcah-Ua Local 675 Pension Plan funded ratio 91.3% -> 94.1% (2022-08-01 to 2023-08-01)
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jul 31, 2025 | 3,068 | Not disclosed | Not disclosed | n/a | $622M | $6.8M | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 3,035 | Not disclosed | Not disclosed | n/a | $575M | $7.4M | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 3,038 | Not disclosed | Not disclosed | n/a | $516M | $10.1M | Not disclosed | Not disclosed |
- Pamcah Admin Office codes 14 $523,054 PY2024
- CKW Financial Group codes 51 $357,628 PY2024
- Trucker Huss codes 29 50 $348,264 PY2024
+36 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
Provenance
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2024-08-01source on record
- Total assets changed2024-08-01source on record
- Total assets changed2024-07-31source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.