Kuakini Health System Retirement Plan — Form 5500 plan (Kuakini Health System)

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, Kuakini Health System Retirement Plan is a benefit plan reported by Kuakini Health System under EIN 99-0225140 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,355 participants and $68,569,344 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kuakini Health System
EIN
99-0225140
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
1,355
End-of-year plan assets
$68,569,344

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,355H, C20241009072824NAL0018853617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,569,344
Total liabilities (EOY)
$155,620
Net assets (EOY)
$68,413,724
Net assets (BOY)
$100,409,028

Income & contributions

Employer contributions
$890,000
Total contributions
$890,000
Total income / additions
$16,563,886

Expenses & distributions

Benefits paid
$47,000,023
Administrative expenses
$1,559,167
Total expenses
$48,559,190
Net increase / (decrease)
-$31,995,304

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Consulting, Inc.NONE$351,327not reported in the loaded dataset2023
First Hawaiian BankNONE$174,492$02023
Wells Fargo AdvisorsNONE$19,101not reported in the loaded dataset2023

Related Form 5500 pages