2023 Form 5500 filing — The Queen'S Health Systems Retirement Plus Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004211612NAL0012823585001) for The Queen'S Health Systems Retirement Plus Plan, reported by The Queen'S Health Systems under EIN 99-0238120 and plan number 002. It reports 1,034 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004211612NAL0012823585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Queen'S Health Systems
- EIN
- 99-0238120
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 1,034
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $112,061,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $112,061,628
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $17,440,557
- Benefits paid
- $8,693,554
- Administrative expenses
- $100,062
- Total expenses
- $8,799,484
- Net increase / (decrease)
- $8,641,073
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $51,334 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $33,306 | not reported in the loaded dataset |
| Global Retirement Partners | CONSULTANT | $9,200 | not reported in the loaded dataset |
| Kkdly, LLC | AUDITOR/ACCOUNTANT | $5,759 | not reported in the loaded dataset |