Hotel Union And Hotel Industry Of Hawaii Pension Plan
Sponsored by Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii Pensio · EIN 996024339 · Plan #001
- Total assets
- $763M
- Net assets
- $763M
- Active participants
- 7,585
- With balances
- 0
Plan year beginning 08/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pzena Investment Management Llc CRD 106847 | deterministic · 100% | 2024 |
| Ssi Investment Management Llc CRD 104889 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Org Portfolio Management Llc CRD 130198 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Brandywine Global Investment Management, Llc CRD 110783 | fuzzy_auto · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Risk Management Services | Contract administrator, Accounting | $733,089 |
| Pzena Investment Management Llc | Investment management | $335,118 |
| First Hawaiian Bank | Investment management, Custodial (securities) | $230,945 |
| Ssi Investment Management | Investment management | $226,919 |
| Segal Marco Advisors | Investment advisory (plan) | $202,650 |
| Org Portfolio Management | Investment management | $141,273 |
| Rael & Letson | Actuarial | $102,872 |
| Western Asset Management Company | Investment management | $85,572 |
| Singerlewak Llp | Accounting | $62,042 |
| Honolulu Actuarial Consultants | Actuarial | $49,712 |
| Mccracken, Stemerman,&Holsberry Llp | Legal | $41,075 |
| Brandywine Global Investment Manage | Investment management | $38,671 |
| Ullico Investment Company | Investment management | $36,225 |
| Yee & Kawashima Lllp | Legal | $6,188 |