Kaneohe, HI Form 5500 retirement and benefit plan filings
City Form 5500 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, Kaneohe, HI has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $13,718,182 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $13,718,182
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $13,718,182
Contributions & income
- Employer contributions
- $54,274
- Participant contributions
- $983,066
- Total income / additions
- $3,273,363
Expenses & distributions
- Benefits paid / distributions
- $469,852
- Total expenses
- $495,886
- Net increase / (decrease)
- $2,777,477
Coverage
- Total reported participants
- 1,002
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kaneohe, HI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Ohana Pacific Management Company Retirement Plan | Ohana Pacific Management Co., Inc. | $9,529,293 | 2023 |
| Windward Auto Group LLC Retirement Savings Plan | Windward Auto Group LLC | $4,188,889 | 2023 |
| Hina Mauka Benefit Plan | The Alcoholic Rehabilitation Services Of Hawaii, Inc. Dba Hina Mauka | not reported in the loaded dataset | 2023 |
| Welfare Benefit Plan Of Aloha Management Co And Aloha Nursing Rehab Centre | Aloha Management Company | not reported in the loaded dataset | 2023 |
Largest plans in Kaneohe → · Kaneohe plans by participants → · Kaneohe plans with financial data → · Kaneohe plans with provider compensation → · $1B+ plans in Kaneohe →
Related Form 5500 pages
- All HI Form 5500 filings
- Ohana Pacific Management Company Retirement Plan (plan 001)
- Ohana Pacific Management Co., Inc. — all reported plans
- Windward Auto Group LLC Retirement Savings Plan (plan 002)
- Windward Auto Group LLC — all reported plans
- Hina Mauka Benefit Plan (plan 501)
- The Alcoholic Rehabilitation Services Of Hawaii, Inc. Dba Hina Mauka — all reported plans
- Welfare Benefit Plan Of Aloha Management Co And Aloha Nursing Rehab Centre (plan 502)
- Aloha Management Company — all reported plans
- Methodology
- Data sources