Mid-Pacific Institute 403(B) Retirement Plan — Form 5500 plan (Mid-Pacific Institute)
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, Mid-Pacific Institute 403(B) Retirement Plan is a benefit plan reported by Mid-Pacific Institute under EIN 99-0073514 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $83,983,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-Pacific Institute
- EIN
- 99-0073514
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 456
- End-of-year plan assets
- $83,983,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 456 | H, C | 20250515135846NAL0014809571002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,983,005
- Net assets (EOY)
- $83,983,005
- Net assets (BOY)
- $80,436,635
Income & contributions
- Employer contributions
- $645,886
- Participant contributions
- $1,432,830
- Total contributions
- $2,498,249
- Total income / additions
- $11,740,315
Expenses & distributions
- Benefits paid
- $8,146,683
- Administrative expenses
- $47,262
- Total expenses
- $8,193,945
- Net increase / (decrease)
- $3,546,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | not reported in the loaded dataset | $30,000 | not reported in the loaded dataset | 2023 |
| Tiaa-Teachers Insurance And Annuity | RECORDKEEPER | $29,460 | $0 | 2023 |
| Kmh Llp | AUDITOR | $14,846 | not reported in the loaded dataset | 2023 |