2023 Form 5500 filing — Hawaii Pacific Health Retirement 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 20241009130250NAL0010622659001) for Hawaii Pacific Health Retirement Plan, reported by Hawaii Pacific Health under EIN 99-0246363 and plan number 001. It reports 8,199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009130250NAL0010622659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawaii Pacific Health
- EIN
- 99-0246363
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 8,199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $452,484,278
- Total liabilities (EOY)
- $583,995
- Net assets (EOY)
- $451,900,283
- Employer contributions
- $19,500,000
- Total income / additions
- $65,241,551
- Benefits paid
- $17,944,638
- Administrative expenses
- $2,790,786
- Total expenses
- $20,735,424
- Net increase / (decrease)
- $44,506,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Associates | NONE | $663,882 | not reported in the loaded dataset |
| Bank Of Hawaii | TRUSTEE | $487,863 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $302,098 | not reported in the loaded dataset |
| Arrowstreet Capital | NONE | $253,177 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $190,944 | not reported in the loaded dataset |
| Littler Mendelson P.C. | NONE | $62,783 | not reported in the loaded dataset |
| Vulcan Value | NONE | $48,379 | not reported in the loaded dataset |