The Queen'S Health Systems Retirement Plus 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 Retirement Plus Plan is a benefit plan reported by The Queen'S Health Systems under EIN 99-0238120 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,034 participants and $112,061,628 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
- 002
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 1,034
- End-of-year plan assets
- $112,061,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,034 | H, C | 20241004211612NAL0012823585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $112,061,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $112,061,628
- Net assets (BOY)
- $103,420,555
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $17,440,557
Expenses & distributions
- Benefits paid
- $8,693,554
- Administrative expenses
- $100,062
- Total expenses
- $8,799,484
- Net increase / (decrease)
- $8,641,073
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $51,334 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $33,306 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | CONSULTANT | $9,200 | not reported in the loaded dataset | 2023 |
| Kkdly, LLC | AUDITOR/ACCOUNTANT | $5,759 | 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
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Kkdly, LLC — Schedule C compensation