AUMdb

Hawaii Longshore Pension Plan

Sponsored by Board Of Trustees Of Hawaii Longshore Pension Plan · EIN 990314293 · Plan #001

Total assets
$430M
Net assets
$429M
Active participants
842
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Invesco Advisers, Inc. CRD 105360 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Jp Morgan Investment Management Inc Investment advisory (plan), Investment management, Direct payment from the plan $268,693
First Hawaiian Bank Investment Svcs Custodial (securities) $234,458
Goeas Group Of Raymond James Consulting (general), Consulting (pension), Direct payment from the plan $221,434
Thomson Horstmann & Bryant Investment management, Direct payment from the plan $215,623
Benefit & Risk Management Services Contract administrator, Consulting (pension), Direct payment from the plan $184,717
Milliman, Inc. Consulting (general), Consulting (pension), Direct payment from the plan $156,554
First Hawaiian Bank Trustee (institutional), Trustee (directed), Direct payment from the plan $140,805
Invesco Advisors, Inc. Investment management, Direct payment from the plan $128,738
Segal Select Insurance Services, In Insurance brokerage commissions $81,306
Yamamoto, Caliboso & Hetherington Legal, Direct payment from the plan $57,463
Leonard Carder, Llp Legal, Direct payment from the plan $34,492