Hawaii Island Community Health Center 403(B) Plan — Form 5500 plan (West Hawaii Community Health Center, Inc. Dba Hawaii Island Community)
Plain-English plan 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, Hawaii Island Community Health Center 403(B) Plan is a benefit plan reported by West Hawaii Community Health Center, Inc. Dba Hawaii Island Community under EIN 20-0495394 and plan number 001. The latest loaded filing year is 2023. The filing reports 523 participants and $10,061,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Hawaii Community Health Center, Inc. Dba Hawaii Island Community
- EIN
- 20-0495394
- Plan number
- 001
- Plan type
- 2
- Location
- Kailua-Kona, HI
- Latest filing year
- 2023
- Participants
- 523
- End-of-year plan assets
- $10,061,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 523 | H, C | 20241015152505NAL0016744979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,061,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,061,855
- Net assets (BOY)
- $7,003,093
Income & contributions
- Employer contributions
- $734,234
- Participant contributions
- $1,718,624
- Total contributions
- $2,474,211
- Total income / additions
- $3,803,955
Expenses & distributions
- Benefits paid
- $673,920
- Administrative expenses
- $71,273
- Total expenses
- $745,193
- Net increase / (decrease)
- $3,058,762
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Saxony Capital Management | INVESTMENT ADVISOR | $26,927 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $20,530 | $0 | 2023 |
| Hicks Pension Group | CONTRACT ADMIN | $17,114 | $0 | 2023 |
| Pensionmark Financial Group | INVESTMENT AD VISOR | $8,975 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,072 | $0 | 2023 |
| Hicks Pension Group | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Hawaii Community Health Center, Inc. Dba Hawaii Island Community
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Kailua-Kona, HI
- Saxony Capital Management — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Hicks Pension Group — Schedule C compensation
- Pensionmark Financial Group — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation