Plan5500

Non-Contributory Retirement Program For Certain Employees Of Hawaii Medical Service Association — Form 5500 plan (Hawaii Medical Service Association)

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, Non-Contributory Retirement Program For Certain Employees Of Hawaii Medical Service Association is a benefit plan reported by Hawaii Medical Service Association under EIN 99-0040115 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,404 participants and $235,995,641 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$236MPlan net assets, end of year$235,995,641
Participants1.4KCovered participants reported1,404
Assets / participant$168.1KComputed: assets ÷ participants$168,088 (computed)
Provider compensation$95.3K2 Schedule C provider row(s)$95,301
Plan sponsor
Hawaii Medical Service Association
EIN
99-0040115
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,404H, C20241014140146NAL0015063411001
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)$236M total assets
Net assets$236MLiabilities$0
Money in vs. money out
Total income / additions$20.7M
Total expenses$12.8M
Benefits paid / distributions$12.7M
Full reported line items

Net assets

Total assets (EOY)
$235,995,641
Total liabilities (EOY)
$0
Net assets (EOY)
$235,995,641
Net assets (BOY)
$228,130,096

Income & contributions

Total contributions
$0
Total income / additions
$20,665,749

Expenses & distributions

Benefits paid
$12,704,903
Administrative expenses
$95,301
Total expenses
$12,800,204
Net increase / (decrease)
$7,865,545
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income61%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northern Trust CompanyTRUSTEE$48,052not reported in the loaded dataset2023
Income Research & Management, Inc.INVESTMENT MGMT.$47,249not reported in the loaded dataset2023

Related Form 5500 pages