2023 Form 5500 filing — The Queen'S Health Systems Pension 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 20241004210756NAL0011986849001) for The Queen'S Health Systems Pension Plan, reported by The Queen'S Health Systems under EIN 99-0238120 and plan number 001. It reports 8,030 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004210756NAL0011986849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Queen'S Health Systems
- EIN
- 99-0238120
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 8,030
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $505,374,398
- Total liabilities (EOY)
- $31,125,645
- Net assets (EOY)
- $474,248,753
- Employer contributions
- $10,079,000
- Total income / additions
- $55,295,393
- Benefits paid
- $25,662,021
- Administrative expenses
- $2,410,759
- Total expenses
- $28,072,780
- Net increase / (decrease)
- $27,222,613
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tcw Asset Management Co | INVESTMENT MANAGMENT | $617,404 | not reported in the loaded dataset |
| Fidelity Investment | CONSULTING | $608,869 | not reported in the loaded dataset |
| Arrowstreet Capital | INVESTMENT MANAGEMENT | $211,337 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $66,780 | not reported in the loaded dataset |
| Callan Associates | INVESTMENT MANAGEMENT | $61,019 | not reported in the loaded dataset |
| Disciplined Growth Investors, Inc | INVESTMENT MANAGEMENT | $48,241 | not reported in the loaded dataset |
| State Street Bank And Trust | INVESTMENT MANAGEMENT | $14,022 | not reported in the loaded dataset |
| Carlsmith Ball | LEGAL | $12,101 | not reported in the loaded dataset |