Higroup 401(K) Retirement Plan — Form 5500 plan (The Hawaii Group, Inc.)

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, Higroup 401(K) Retirement Plan is a benefit plan reported by The Hawaii Group, Inc. under EIN 27-3129236 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $2,303,853 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Hawaii Group, Inc.
EIN
27-3129236
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
157
End-of-year plan assets
$2,303,853

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20250919154632NAL0002671921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,303,853
Total liabilities (EOY)
$578
Net assets (EOY)
$2,303,275
Net assets (BOY)
$1,905,595

Income & contributions

Employer contributions
$161,098
Participant contributions
$230,759
Total contributions
$415,928
Total income / additions
$749,599

Expenses & distributions

Benefits paid
$315,512
Administrative expenses
$36,407
Total expenses
$351,919
Net increase / (decrease)
$397,680

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cw AssociatesAUDITOR$22,095not reported in the loaded dataset2023
Transamerica Life Insurance CompanyRECORDKEEPER$12,377$02023
The Ryding CompanyTPA$1,935$02023

Related Form 5500 pages