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Hawaii Longshore Pension Plan

Taft-Hartley plan· Honolulu, Hawaii

Taft-Hartley plan, based in Honolulu, Hawaii, reporting $430M in assets, for 1,447 participants.

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

Assets
$430M
Funded ratio
86.4%
Fund commitments
1
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (1)Allocation policyConsultants
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, The Segal Company (western States) no longer appears on Hawaii Longshore Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path
Hawaii Longshore Pension Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$430M
Total assets, Dec 31, 2024 reported
Funded
86.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Board of Trustees of Hawaii Longshore Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.8%
  • Corporate debt instruments (other) 7.6%
  • Other investments 2.2%
  • Common/collective trusts 32.2%
  • Registered investment companies 9.1%
  • Common stock 43.7%
Consultants and advisers
6 firms

+3 more consultants and advisers advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
5 events
  • Dec 31, 2024Consultant changedinference
    The Segal Company (western States) no longer appears on Hawaii Longshore Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with The Segal Co (western States), Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Goeas Group of Raymond James appears on Hawaii Longshore Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Goeas Group of Raymond Jamesaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Hawaii Longshore Pension Plan total assets $381M -> $430M (+12.9%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Hawaii Longshore Pension Plan funded ratio 89.7% -> 86.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Hawaii Longshore Pension Plan funded ratio 83.7% -> 89.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Invesco Balanced-Risk Allocation Fdcollective trustFirst Hawaiian BankMulti-asset$1,112 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Invesco Balanced-Risk Allocation Fdcollective trustFirst Hawaiian BankMulti-asset$1,057 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Invesco Balanced-Risk Allocation Fdcollective trustFirst Hawaiian BankMulti-asset$7.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
27 readings
Total assets
$430M Dec 31, 2024 reported Form 5500
$381M (2023-12) · $347M (2022-12)
Plan assets
$381M Jan 1, 2024 reported Form 5500
$347M (2023-01) · $384M (2022-01)
Net assets
$429M Dec 31, 2024 reported Form 5500
$381M (2023-12) · $347M (2022-12)
Funded ratio
86.4% Jan 1, 2024 reported Form 5500
89.7% (2023-01) · 83.7% (2022-01)
Participants
1,447 Jan 1, 2024 reported Form 5500
1,415 (2023-01) · 1,370 (2022-01)
Contributions
$34.4M Dec 31, 2024 reported Form 5500
$32.7M (2023-12) · $31.2M (2022-12)
Benefits paid
$31.2M Dec 31, 2024 reported Form 5500
$27.6M (2023-12) · $26.3M (2022-12)
Net investment income
$48.6M Dec 31, 2024 reported Form 5500
$33.5M (2023-12) · -$40.7M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,447Not disclosedNot disclosedn/a$430MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,415Not disclosedNot disclosedn/a$381MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,370Not disclosedNot disclosedn/a$347MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+74 more service providers

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

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Provenance
Identifiers: EIN-PN 990314293-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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: managers.

Capital chain

Hawaii Longshore Pension Plan sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Consultant changed
    2024-12-31source

+2 more changes on this record's ledger

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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

+11 connections on the graph

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