Kamehameha Schools 401(K) Retirement Savings Plan — Form 5500 plan (Trustees Of The Estate Of Bernice Pauahi Bishop Dba 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 401(K) Retirement Savings Plan is a benefit plan reported by Trustees Of The Estate Of Bernice Pauahi Bishop Dba Kamehameha Schools under EIN 99-0073480 and plan number 007. The latest loaded filing year is 2023. The filing reports 3,373 participants and $557,808,033 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Estate Of Bernice Pauahi Bishop Dba Kamehameha Schools
- EIN
- 99-0073480
- Plan number
- 007
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 3,373
- End-of-year plan assets
- $557,808,033
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,373 | H, C | 20241010152048NAL0021332385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $557,808,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $557,808,033
- Net assets (BOY)
- $456,197,903
Income & contributions
- Employer contributions
- $19,786,139
- Participant contributions
- $21,766,590
- Total contributions
- $42,629,372
- Total income / additions
- $127,609,188
Expenses & distributions
- Benefits paid
- $25,716,891
- Administrative expenses
- $228,098
- Total expenses
- $25,999,058
- Net increase / (decrease)
- $101,610,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $120,794 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $68,963 | not reported in the loaded dataset | 2023 |
| Accuity Llp | ACCOUNTANT/AUDITOR | $25,340 | not reported in the loaded dataset | 2023 |
| Carlsmith Ball Llp | ATTORNEY/LEGAL | $13,353 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Estate Of Bernice Pauahi Bishop Dba Kamehameha Schools
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Accuity Llp — Schedule C compensation
- Carlsmith Ball Llp — Schedule C compensation