2023 Form 5500 filing — Non-Contributory Retirement Program For Certain Employees Of Hawaii Medical Service Association
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 20241014140146NAL0015063411001) for Non-Contributory Retirement Program For Certain Employees Of Hawaii Medical Service Association, reported by Hawaii Medical Service Association under EIN 99-0040115 and plan number 001. It reports 1,404 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)$236MReported net assets$235,995,641
Participants1.4K1,404
Provider compensation$95.3K2 Schedule C row(s)$95,301
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014140146NAL0015063411001
- Plan sponsor
- Hawaii Medical Service Association
- EIN
- 99-0040115
- Plan number
- 001
- 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)$236M total assets
Net assets$236MLiabilities$0
Full reported line items
- Total assets (EOY)
- $235,995,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $235,995,641
- Total income / additions
- $20,665,749
- Benefits paid
- $12,704,903
- Administrative expenses
- $95,301
- Total expenses
- $12,800,204
- Net increase / (decrease)
- $7,865,545
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | TRUSTEE | $48,052 | not reported in the loaded dataset |
| Income Research & Management, Inc. | INVESTMENT MGMT. | $47,249 | not reported in the loaded dataset |