Hawaii Pacific University 403(B) Retirement Plan — Form 5500 plan (Hawaii Pacific University)
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 Pacific University 403(B) Retirement Plan is a benefit plan reported by Hawaii Pacific University under EIN 99-0113930 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,409 participants and $77,142,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Pacific University
- EIN
- 99-0113930
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 1,409
- End-of-year plan assets
- $77,142,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,409 | H, C | 20250415230012NAL0004195009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,142,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,142,723
- Net assets (BOY)
- $66,758,283
Income & contributions
- Employer contributions
- $1,735,866
- Participant contributions
- $2,046,588
- Total contributions
- $4,757,402
- Total income / additions
- $13,380,272
Expenses & distributions
- Benefits paid
- $2,782,326
- Administrative expenses
- $213,506
- Total expenses
- $2,995,832
- Net increase / (decrease)
- $10,384,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $137,434 | $0 | 2023 |
| Sageview Advisory Group, Llp | ADVISOR | $52,453 | not reported in the loaded dataset | 2023 |
| Kmh, Llp | AUDITOR | $20,168 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,828 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Pacific University
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Tiaa — Schedule C compensation
- Sageview Advisory Group, Llp — Schedule C compensation
- Kmh, Llp — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation