2023 Form 5500 filing — Hgea Staff 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 20250410133414NAL0042880290001) for Hgea Staff Retirement Plan, reported by Hawaii Government Employees Association under EIN 99-0040535 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410133414NAL0042880290001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawaii Government Employees Association
- EIN
- 99-0040535
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,368,304
- Total liabilities (EOY)
- $199,449
- Net assets (EOY)
- $37,168,855
- Employer contributions
- $1,800,000
- Total income / additions
- $6,038,941
- Benefits paid
- $2,408,407
- Administrative expenses
- $356,293
- Total expenses
- $2,764,700
- Net increase / (decrease)
- $3,274,241
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of Hawaii | NONE | $96,498 | not reported in the loaded dataset |
| Honolulu Actuarial Consultants Inc. | NONE | $29,110 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $20,000 | not reported in the loaded dataset |
| Ginet Hayes | UNION OFFICER | $9,292 | not reported in the loaded dataset |
| Kkdly LLC | NONE | $9,063 | not reported in the loaded dataset |
| Chadwick Ngai | EMPLOYEE OF EMPLOYER | $7,101 | not reported in the loaded dataset |
| Mahie Trask | EMPLOYEE OF EMPLOYER | $6,377 | not reported in the loaded dataset |
| Stephanie Ching | EMPLOYEE OF EMPLOYER | $6,308 | not reported in the loaded dataset |
| Wesley Aki | EMPLOYEE OF EMPLOYER | $6,264 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $5,784 | $0 |