'Alohilani Resort Waikiki Beach Employees' Investment Plan — Form 5500 plan (Highgate Hotels, L.P. Dba 'Alohilani Resort Waikiki Beach)
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, 'Alohilani Resort Waikiki Beach Employees' Investment Plan is a benefit plan reported by Highgate Hotels, L.P. Dba 'Alohilani Resort Waikiki Beach under EIN 20-8725068 and plan number 003. The latest loaded filing year is 2023. The filing reports 440 participants and $16,385,138 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.4MPlan net assets, end of year$16,385,138
Participants440Covered participants reported
Assets / participant$37.2KComputed: assets ÷ participants$37,239 (computed)
Provider compensation$9.1K1 Schedule C provider row(s)$9,134
- Plan sponsor
- Highgate Hotels, L.P. Dba 'Alohilani Resort Waikiki Beach
- EIN
- 20-8725068
- Plan number
- 003
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 440 | H, C | 20241015201630NAL0015362563001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16.4M total assets
Net assets$16.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $16,385,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,385,138
- Net assets (BOY)
- $13,034,699
Income & contributions
- Employer contributions
- $290,839
- Participant contributions
- $1,084,978
- Total contributions
- $1,760,640
- Total income / additions
- $4,042,973
Expenses & distributions
- Benefits paid
- $719,277
- Administrative expenses
- $9,134
- Total expenses
- $692,534
- Net increase / (decrease)
- $3,350,439
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $9,134 | $0 | 2023 |