Kuakini Health System 403(B) Matching Tax-Sheltered Annuity 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 403(B) Matching Tax-Sheltered Annuity Plan is a benefit plan reported by Kuakini Health System under EIN 99-0225140 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,368 participants and $149,104,627 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
- 002
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 1,368
- End-of-year plan assets
- $149,104,627
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,368 | H, C | 20241011161314NAL0011163603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,104,627
- Net assets (EOY)
- $149,104,627
- Net assets (BOY)
- $131,564,485
Income & contributions
- Employer contributions
- $2,269,612
- Participant contributions
- $4,430,054
- Total contributions
- $6,750,491
- Total income / additions
- $26,552,246
Expenses & distributions
- Benefits paid
- $8,871,059
- Administrative expenses
- $127,085
- Total expenses
- $9,012,104
- Net increase / (decrease)
- $17,540,142
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $52,738 | $0 | 2023 |
| Lpl Financial Retirement Partners | CONSULTANT | $51,700 | not reported in the loaded dataset | 2023 |
| Kkdly LLC | AUDITOR | $18,534 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kuakini Health System
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Transamerica Retirement Solutions — Schedule C compensation
- Lpl Financial Retirement Partners — Schedule C compensation
- Kkdly LLC — Schedule C compensation
- National Financial Services — Schedule C compensation