Hawai'I Pacific Health 403(B) Savings Plan — Form 5500 plan (Hawai'I Pacific Health)
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, Hawai'I Pacific Health 403(B) Savings Plan is a benefit plan reported by Hawai'I Pacific Health under EIN 99-0246363 and plan number 009. The latest loaded filing year is 2023. The filing reports 10,456 participants and $1,347,504,158 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawai'I Pacific Health
- EIN
- 99-0246363
- Plan number
- 009
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 10,456
- End-of-year plan assets
- $1,347,504,158
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,456 | H, C | 20241010190803NAL0036791360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,347,504,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,347,504,158
- Net assets (BOY)
- $1,120,111,431
Income & contributions
- Employer contributions
- $25,032,127
- Participant contributions
- $59,123,877
- Total contributions
- $87,141,419
- Total income / additions
- $287,803,937
Expenses & distributions
- Benefits paid
- $57,936,800
- Administrative expenses
- $1,494,214
- Total expenses
- $60,411,210
- Net increase / (decrease)
- $227,392,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $930,687 | not reported in the loaded dataset | 2023 |
| Mosaic Pacificinvestment Advisor | NONE | $326,381 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $197,411 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $93 | $51,789 | 2023 |
| Lee Financial Grouphawaii Inc | NONE | $22,856 | not reported in the loaded dataset | 2023 |
| Brinker Capital Investments LLC | NONE | $10,009 | not reported in the loaded dataset | 2023 |
| Litman Gregory Wealth Mgmt | NONE | $6,869 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $5,525 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawai'I Pacific Health
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Milliman, Inc. — Schedule C compensation
- Mosaic Pacificinvestment Advisor — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Lee Financial Grouphawaii Inc — Schedule C compensation
- Brinker Capital Investments LLC — Schedule C compensation
- Litman Gregory Wealth Mgmt — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation