2023 Form 5500 filing — Wahiawa General Hospital Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240401145352NAL0010930273001) for Wahiawa General Hospital Retirement Savings Plan, reported by Wahiawa Hospital Association under EIN 99-0269825 and plan number 001. It reports 805 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240401145352NAL0010930273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wahiawa Hospital Association
- EIN
- 99-0269825
- Plan number
- 001
- Location
- Wahiawa, HI
- Participants
- 805
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,264,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,264,314
- Participant contributions
- $733,569
- Total income / additions
- $759,220
- Benefits paid
- $739,409
- Administrative expenses
- $52,335
- Total expenses
- $794,343
- Net increase / (decrease)
- -$35,123
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metlife Life Insurance Company | RECORDKEEPER | $52,335 | $0 |
| Metlife Life Insurance Company | RECORDKEEPER | $50,317 | $0 |
| Metlife Life Insurance Company | RECORDKEEPER | $48,514 | $0 |
| Metlife Life Insurance Company | RECORDKEEPER | $44,146 | $0 |
| Metropolitan Life Insurance Company | RECORDKEEPER | $42,537 | $0 |
| Metlife Life Insurance Company | RECORDKEEPER | $41,184 | $0 |
| Metlife Securities Inc. | BROKER/ADVISER | $0 | $3,237 |
| Metlife Securities Inc. | BROKER/ADVISER | $0 | $2,762 |
| Msi Financial Services Inc. | BROKER/ADVISER | $0 | $1,102 |
| Mml Investors Services | BROKER/ADVISER | $0 | $860 |