Hgea Staff Retirement Plan — Form 5500 plan (Hawaii Government Employees 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, Hgea Staff Retirement Plan is a benefit plan reported by Hawaii Government Employees Association under EIN 99-0040535 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $37,368,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Government Employees Association
- EIN
- 99-0040535
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $37,368,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20250410133414NAL0042880290001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,368,304
- Total liabilities (EOY)
- $199,449
- Net assets (EOY)
- $37,168,855
- Net assets (BOY)
- $33,894,614
Income & contributions
- Employer contributions
- $1,800,000
- Total contributions
- $1,800,000
- Total income / additions
- $6,038,941
Expenses & distributions
- Benefits paid
- $2,408,407
- Administrative expenses
- $356,293
- Total expenses
- $2,764,700
- Net increase / (decrease)
- $3,274,241
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of Hawaii | NONE | $96,498 | not reported in the loaded dataset | 2023 |
| Honolulu Actuarial Consultants Inc. | NONE | $29,110 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Ginet Hayes | UNION OFFICER | $9,292 | not reported in the loaded dataset | 2023 |
| Kkdly LLC | NONE | $9,063 | not reported in the loaded dataset | 2023 |
| Chadwick Ngai | EMPLOYEE OF EMPLOYER | $7,101 | not reported in the loaded dataset | 2023 |
| Mahie Trask | EMPLOYEE OF EMPLOYER | $6,377 | not reported in the loaded dataset | 2023 |
| Stephanie Ching | EMPLOYEE OF EMPLOYER | $6,308 | not reported in the loaded dataset | 2023 |
| Wesley Aki | EMPLOYEE OF EMPLOYER | $6,264 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $5,784 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Government Employees Association
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Bank Of Hawaii — Schedule C compensation
- Honolulu Actuarial Consultants Inc. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Ginet Hayes — Schedule C compensation
- Kkdly LLC — Schedule C compensation
- Chadwick Ngai — Schedule C compensation
- Mahie Trask — Schedule C compensation
- Stephanie Ching — Schedule C compensation
- Wesley Aki — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation