2023 Form 5500 filing — Waianae Coast Comprehensive Health Center Pension Trust 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 20241011210815NAL0045158946001) for Waianae Coast Comprehensive Health Center Pension Trust Plan, reported by Waianae District Comprehensive Health And Hospital Board Inc. under EIN 99-0148164 and plan number 002. It reports 908 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011210815NAL0045158946001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waianae District Comprehensive Health And Hospital Board Inc.
- EIN
- 99-0148164
- Plan number
- 002
- Location
- Waianae, HI
- Participants
- 908
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,174,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,174,312
- Employer contributions
- $1,649,679
- Participant contributions
- $0
- Total income / additions
- $5,270,754
- Benefits paid
- $1,425,143
- Administrative expenses
- $82,229
- Total expenses
- $1,507,338
- Net increase / (decrease)
- $3,763,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Advisors Investments | INVESTMENT MANAGEMENT | $46,833 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $18,726 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,671 | $0 |
| Charles Schwab & Company, Inc. | SECURITIES BROKERAGE | $2 | not reported in the loaded dataset |