2023 Form 5500 filing — Hawai'I Pacific Health 403(B) 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 20241010190803NAL0036791360001) for Hawai'I Pacific Health 403(B) Savings Plan, reported by Hawai'I Pacific Health under EIN 99-0246363 and plan number 009. It reports 10,456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010190803NAL0036791360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawai'I Pacific Health
- EIN
- 99-0246363
- Plan number
- 009
- Location
- Honolulu, HI
- Participants
- 10,456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,347,504,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,347,504,158
- Employer contributions
- $25,032,127
- Participant contributions
- $59,123,877
- Total income / additions
- $287,803,937
- Benefits paid
- $57,936,800
- Administrative expenses
- $1,494,214
- Total expenses
- $60,411,210
- Net increase / (decrease)
- $227,392,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $930,687 | not reported in the loaded dataset |
| Mosaic Pacificinvestment Advisor | NONE | $326,381 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $197,411 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $93 | $51,789 |
| Lee Financial Grouphawaii Inc | NONE | $22,856 | not reported in the loaded dataset |
| Brinker Capital Investments LLC | NONE | $10,009 | not reported in the loaded dataset |
| Litman Gregory Wealth Mgmt | NONE | $6,869 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $5,525 | $0 |