2023 Form 5500 filing — Hawaii Medical Service Association Retiree Health Benefits 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 20241011190428NAL0011294515003) for Hawaii Medical Service Association Retiree Health Benefits Plan, reported by Hawaii Medical Service Association under EIN 99-0040115 and plan number 505. It reports 445 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$55.5MReported net assets$55,529,035
Participants445
Provider compensation$89.9K1 Schedule C row(s)$89,866
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011190428NAL0011294515003
- Plan sponsor
- Hawaii Medical Service Association
- EIN
- 99-0040115
- Plan number
- 505
- Location
- Honolulu, HI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$56.2M total assets
Net assets$55.5MLiabilities$657.7K
Full reported line items
- Total assets (EOY)
- $56,186,758
- Total liabilities (EOY)
- $657,723
- Net assets (EOY)
- $55,529,035
- Participant contributions
- $883,500
- Total income / additions
- $9,288,389
- Benefits paid
- $3,330,252
- Administrative expenses
- $249,555
- Total expenses
- $3,579,807
- Net increase / (decrease)
- $5,708,582
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of Hawaii | ASSET CUSTODIAN | $89,866 | $0 |