2023 Form 5500 filing — Hawaii Pacific University 403(B) 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 20250415230012NAL0004195009001) for Hawaii Pacific University 403(B) Retirement Plan, reported by Hawaii Pacific University under EIN 99-0113930 and plan number 001. It reports 1,409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415230012NAL0004195009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawaii Pacific University
- EIN
- 99-0113930
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 1,409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,142,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,142,723
- Employer contributions
- $1,735,866
- Participant contributions
- $2,046,588
- Total income / additions
- $13,380,272
- Benefits paid
- $2,782,326
- Administrative expenses
- $213,506
- Total expenses
- $2,995,832
- Net increase / (decrease)
- $10,384,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $137,434 | $0 |
| Sageview Advisory Group, Llp | ADVISOR | $52,453 | not reported in the loaded dataset |
| Kmh, Llp | AUDITOR | $20,168 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,828 | not reported in the loaded dataset |