2023 Form 5500 filing — Iolani School Defined Contribution 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 20241010125528NAL0020999649001) for Iolani School Defined Contribution Retirement Plan, reported by Iolani School under EIN 99-0073502 and plan number 002. It reports 696 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010125528NAL0020999649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iolani School
- EIN
- 99-0073502
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 696
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $184,908,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $184,908,375
- Employer contributions
- $3,121,325
- Participant contributions
- $3,961,102
- Total income / additions
- $29,180,945
- Benefits paid
- $12,991,666
- Administrative expenses
- $25,056
- Total expenses
- $13,016,722
- Net increase / (decrease)
- $16,164,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kmh, Llp | AUDITOR | $17,366 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTANT PENSION | $4,248 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $3,966 | $0 |