Hawaii Medical Service Association Employee Thrift Plan — 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, Hawaii Medical Service Association Employee Thrift Plan is a benefit plan reported by Hawaii Medical Service Association under EIN 99-0040115 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,128 participants and $433,504,459 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$433.5MPlan net assets, end of year$433,504,459
Participants2.1KCovered participants reported2,128
Assets / participant$203.7KComputed: assets ÷ participants$203,715 (computed)
Provider compensation$260K2 Schedule C provider row(s)$259,982
- Plan sponsor
- Hawaii Medical Service Association
- EIN
- 99-0040115
- Plan number
- 002
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,128 | H, C | 20241014134720NAL0015045811001 |
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)$433.5M total assets
Net assets$433.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $433,504,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $433,504,459
- Net assets (BOY)
- $381,856,497
Income & contributions
- Employer contributions
- $5,901,657
- Participant contributions
- $10,789,573
- Total contributions
- $17,256,089
- Total income / additions
- $85,051,505
Expenses & distributions
- Benefits paid
- $33,138,607
- Administrative expenses
- $253,131
- Total expenses
- $33,403,543
- Net increase / (decrease)
- $51,647,962
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.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $165,233 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $94,749 | not reported in the loaded dataset | 2023 |