2023 Form 5500 filing — Retirement Plan For Employees Of Hawaiian Electric Industries, Inc. And Participating Subsidiaries
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 20241015211744NAL0029691873001) for Retirement Plan For Employees Of Hawaiian Electric Industries, Inc. And Participating Subsidiaries, reported by Hawaiian Electric Industries, Inc. under EIN 99-0208097 and plan number 001. It reports 5,190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015211744NAL0029691873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawaiian Electric Industries, Inc.
- EIN
- 99-0208097
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 5,190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,911,802,590
- Total liabilities (EOY)
- $17,108,722
- Net assets (EOY)
- $1,894,693,868
- Employer contributions
- $7,556,796
- Total income / additions
- $269,162,582
- Benefits paid
- $95,643,152
- Administrative expenses
- $10,577,321
- Total expenses
- $106,220,473
- Net increase / (decrease)
- $162,942,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stafford Capital Partners | NONE | $1,107,352 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $978,083 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $684,638 | not reported in the loaded dataset |
| Franklin Advisers, Inc. | NONE | $621,001 | $0 |
| Earnest Partners LLC | NONE | $581,539 | $5,360 |
| Fidelity Inst Asset Mgmt Trust Co | NONE | $536,890 | $0 |
| Macquarie Inv. Management Advisors | NONE | $492,664 | $0 |
| Gamco Asset Management, Inc. | NONE | $491,750 | not reported in the loaded dataset |
| Nfj Investment Group, LLC | NONE | $460,328 | $0 |
| The Bank Of New York Mellon | NONE | $441,075 | $0 |
| Merrill Lynch | NONE | $237,041 | not reported in the loaded dataset |
| Cw Associates, A Hawaii Cpa Corp. | NONE | $27,012 | not reported in the loaded dataset |
| Trucker Huss | NONE | $19,787 | not reported in the loaded dataset |
| Lsm Consultants LLC | NONE | $16,040 | not reported in the loaded dataset |