2023 Form 5500 filing — Kamehameha Schools 401(K) 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 20241010152048NAL0021332385001) for Kamehameha Schools 401(K) Retirement Savings Plan, reported by Trustees Of The Estate Of Bernice Pauahi Bishop Dba Kamehameha Schools under EIN 99-0073480 and plan number 007. It reports 3,373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152048NAL0021332385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of The Estate Of Bernice Pauahi Bishop Dba Kamehameha Schools
- EIN
- 99-0073480
- Plan number
- 007
- Location
- Honolulu, HI
- Participants
- 3,373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $557,808,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $557,808,033
- Employer contributions
- $19,786,139
- Participant contributions
- $21,766,590
- Total income / additions
- $127,609,188
- Benefits paid
- $25,716,891
- Administrative expenses
- $228,098
- Total expenses
- $25,999,058
- Net increase / (decrease)
- $101,610,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $120,794 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $68,963 | not reported in the loaded dataset |
| Accuity Llp | ACCOUNTANT/AUDITOR | $25,340 | not reported in the loaded dataset |
| Carlsmith Ball Llp | ATTORNEY/LEGAL | $13,353 | not reported in the loaded dataset |