2023 Form 5500 filing — Kamehameha Schools Retirement 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 20250304030026NAL0006746609001) for Kamehameha Schools Retirement Plan, reported by Kamehameha Schools under EIN 99-0073480 and plan number 002. It reports 2,796 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250304030026NAL0006746609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kamehameha Schools
- EIN
- 99-0073480
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 2,796
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $305,289,521
- Total liabilities (EOY)
- $4,924,315
- Net assets (EOY)
- $300,365,206
- Employer contributions
- $2,550,000
- Total income / additions
- $11,889,557
- Benefits paid
- $21,775,417
- Administrative expenses
- $1,230,292
- Total expenses
- $23,005,709
- Net increase / (decrease)
- -$11,116,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc. | NONE | $441,754 | not reported in the loaded dataset |
| Wellington Management Company, Llp | NONE | $396,009 | $0 |
| First Hawaiian Bank | NONE | $62,981 | $0 |
| Accuity Llp | NONE | $39,740 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $18,292 | $0 |
| Carlsmith Ball, Llp | NONE | $6,145 | not reported in the loaded dataset |