3 more advisers, 3 more commitments and 6 more dated events

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Hawaii Electricians Pension Plan

Taft-Hartley plan· Honolulu, Hawaii

Taft-Hartley plan, based in Honolulu, Hawaii, reporting $391M in assets, for 3,217 participants.

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

Assets
$391M
Funded ratio
116.6%
Fund commitments
3
Managers
4
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Commitments (3)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, James W Oellien DBA Hca Hawaii appears on Hawaii Electricians 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 Electricians Pension Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$391M
Total assets, Sep 30, 2025 reported
Funded
116.6%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
3
4 managers on Schedule C
Plan sponsor: Hawaii Electricians Pension Plan
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.1%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 7.5%
  • Corporate debt instruments (preferred) 0.7%
  • U.S. Government securities 2.1%
  • Other investments 17.1%
  • Partnership/joint venture interests 4.9%
  • Common/collective trusts 4.1%
  • Registered investment companies 30.0%
  • Common stock 12.7%
  • Preferred stock 0.8%
  • Real estate (other than employer real property) 0.1%
Consultants and advisers
6 firms

+3 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+8 more Schedule C managers

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What changed
11 events
  • Dec 31, 2024Manager relationship endedinference
    Affinity Investment Advisors no longer appears on Hawaii Electricians Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Brandes Investment Partners,l.p.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    James W Oellien DBA Hca Hawaii appears on Hawaii Electricians Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with James W Oellien DBA Hca Hawaiiaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    C.M. Bidwell & Associates, LLC no longer appears on Hawaii Electricians Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with C.M. Bidwell & Associates, LLCaskebsa.dol.gov
  • Oct 1, 2024Funded status changed
    Hawaii Electricians Pension Plan funded ratio 112.3% -> 116.6% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2024Assets changed
    Hawaii Electricians Pension Plan plan assets $288M -> $335M (+16.5%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov

+6 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Sierra Franklin Eafe Plus Equity Trcollective trustSierra Investmetn Partners, Inc.Public equity$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Sierra Franklin Eafe Plus Equity Trcollective trustSierra Investmetn Partners, Inc.Public equity$9.6M heldDisclosed holdingaskebsa.dol.gov

+3 more commitments

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Size and funding
30 readings
Total assets
$391M Sep 30, 2025 reported Form 5500
$362M (2024-09) · $315M (2023-09)
Plan assets
$335M Oct 1, 2024 reported Form 5500
$288M (2023-10) · $254M (2022-10)
Net assets
$366M Sep 30, 2025 reported Form 5500
$336M (2024-09) · $288M (2023-09)
Funded ratio
116.6% Oct 1, 2024 reported Form 5500
112.3% (2023-10) · 110.4% (2022-10)
Participants
3,217 Oct 1, 2024 reported Form 5500
3,568 (2023-10) · 3,318 (2022-10)
Contributions
$15.1M Sep 30, 2025 reported Form 5500
$16.0M (2024-09) · $14.6M (2023-09)
Benefits paid
$19.2M Sep 30, 2025 reported Form 5500
$19.2M (2024-09) · $18.9M (2023-09)
Net investment income
$29.8M Sep 30, 2025 reported Form 5500
$47.7M (2024-09) · $33.6M (2023-09)
Investment management fees
$2.2M Sep 30, 2025 reported Form 5500
$2.2M (2024-09) · $1.6M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20253,217Not disclosedNot disclosedn/a$391M$19.2MNot disclosed$315,296
2023 to Sep 30, 20243,568Not disclosedNot disclosedn/a$362M$19.3MNot disclosed$446,282
2022 to Sep 30, 20233,318Not disclosedNot disclosedn/a$315M$17.8MNot disclosed$597,416
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Hawaii Electricians Admin Office codes 13 $619,202 PY2024
  • Kobayashi Sugita & Goda LLP codes 29 $571,344 PY2024
  • Exponent, Inc. codes 49 $450,893 PY2024

+94 more service providers

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Provenance
Identifiers: EIN-PN 996005391-002
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.
Capital chain

Hawaii Electricians Pension Plan sits on 9 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 9 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

11 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-09-30source
  • Holding in a pooled vehicle started
    2024-09-30source
  • Funded status changed
    2024-10-01source

+8 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

+18 connections on the graph

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