Kamehameha Schools Retirement Plan — Form 5500 plan (Kamehameha Schools)
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, Kamehameha Schools Retirement Plan is a benefit plan reported by Kamehameha Schools under EIN 99-0073480 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,796 participants and $305,289,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kamehameha Schools
- EIN
- 99-0073480
- Plan number
- 002
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 2,796
- End-of-year plan assets
- $305,289,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,796 | H, C | 20250304030026NAL0006746609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $305,289,521
- Total liabilities (EOY)
- $4,924,315
- Net assets (EOY)
- $300,365,206
- Net assets (BOY)
- $311,481,358
Income & contributions
- Employer contributions
- $2,550,000
- Total contributions
- $2,550,000
- Total income / additions
- $11,889,557
Expenses & distributions
- Benefits paid
- $21,775,417
- Administrative expenses
- $1,230,292
- Total expenses
- $23,005,709
- Net increase / (decrease)
- -$11,116,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting Inc. | NONE | $441,754 | not reported in the loaded dataset | 2023 |
| Wellington Management Company, Llp | NONE | $396,009 | $0 | 2023 |
| First Hawaiian Bank | NONE | $62,981 | $0 | 2023 |
| Accuity Llp | NONE | $39,740 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $18,292 | $0 | 2023 |
| Carlsmith Ball, Llp | NONE | $6,145 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kamehameha Schools
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Aon Consulting Inc. — Schedule C compensation
- Wellington Management Company, Llp — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Accuity Llp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Carlsmith Ball, Llp — Schedule C compensation