The Queen'S Health Systems Pension Plan — Form 5500 plan (The Queen'S Health Systems)
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, The Queen'S Health Systems Pension Plan is a benefit plan reported by The Queen'S Health Systems under EIN 99-0238120 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,030 participants and $505,374,398 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Queen'S Health Systems
- EIN
- 99-0238120
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 8,030
- End-of-year plan assets
- $505,374,398
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,030 | H, C | 20241004210756NAL0011986849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $505,374,398
- Total liabilities (EOY)
- $31,125,645
- Net assets (EOY)
- $474,248,753
- Net assets (BOY)
- $447,026,140
Income & contributions
- Employer contributions
- $10,079,000
- Total contributions
- $10,079,000
- Total income / additions
- $55,295,393
Expenses & distributions
- Benefits paid
- $25,662,021
- Administrative expenses
- $2,410,759
- Total expenses
- $28,072,780
- Net increase / (decrease)
- $27,222,613
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tcw Asset Management Co | INVESTMENT MANAGMENT | $617,404 | not reported in the loaded dataset | 2023 |
| Fidelity Investment | CONSULTING | $608,869 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital | INVESTMENT MANAGEMENT | $211,337 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $66,780 | not reported in the loaded dataset | 2023 |
| Callan Associates | INVESTMENT MANAGEMENT | $61,019 | not reported in the loaded dataset | 2023 |
| Disciplined Growth Investors, Inc | INVESTMENT MANAGEMENT | $48,241 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust | INVESTMENT MANAGEMENT | $14,022 | not reported in the loaded dataset | 2023 |
| Carlsmith Ball | LEGAL | $12,101 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Queen'S Health Systems
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Tcw Asset Management Co — Schedule C compensation
- Fidelity Investment — Schedule C compensation
- Arrowstreet Capital — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Callan Associates — Schedule C compensation
- Disciplined Growth Investors, Inc — Schedule C compensation
- State Street Bank And Trust — Schedule C compensation
- Carlsmith Ball — Schedule C compensation