American Savings Bank Retirement Plan — Form 5500 plan (American Savings Bank, F.S.B.)
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, American Savings Bank Retirement Plan is a benefit plan reported by American Savings Bank, F.S.B. under EIN 99-0253492 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,240 participants and $109,041,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Savings Bank, F.S.B.
- EIN
- 99-0253492
- Plan number
- 002
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 1,240
- End-of-year plan assets
- $109,041,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,240 | H, C | 20251027203622NAL0005668339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,041,379
- Total liabilities (EOY)
- $7,464,086
- Net assets (EOY)
- $101,577,293
- Net assets (BOY)
- $99,007,519
Income & contributions
- Total contributions
- $0
- Total income / additions
- $8,021,840
Expenses & distributions
- Benefits paid
- $4,838,921
- Administrative expenses
- $613,145
- Total expenses
- $5,452,066
- Net increase / (decrease)
- $2,569,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inst Asset Mgmt Trust Co | NONE | $221,774 | $0 | 2023 |
| Willis Towers Watson Us LLC | NONE | $193,677 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $41,909 | $0 | 2023 |
| Trucker Huss | NONE | $23,613 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $12,959 | not reported in the loaded dataset | 2023 |
| Cw Associates, A Hawaii Cpa Corp. | NONE | $10,471 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Savings Bank, F.S.B.
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Fidelity Inst Asset Mgmt Trust Co — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Trucker Huss — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Cw Associates, A Hawaii Cpa Corp. — Schedule C compensation