2023 Form 5500 filing — Kuakini Health System Retirement 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 20241009072824NAL0018853617001) for Kuakini Health System Retirement Plan, reported by Kuakini Health System under EIN 99-0225140 and plan number 001. It reports 1,355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009072824NAL0018853617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kuakini Health System
- EIN
- 99-0225140
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 1,355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,569,344
- Total liabilities (EOY)
- $155,620
- Net assets (EOY)
- $68,413,724
- Employer contributions
- $890,000
- Total income / additions
- $16,563,886
- Benefits paid
- $47,000,023
- Administrative expenses
- $1,559,167
- Total expenses
- $48,559,190
- Net increase / (decrease)
- -$31,995,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc. | NONE | $351,327 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $174,492 | $0 |
| Wells Fargo Advisors | NONE | $19,101 | not reported in the loaded dataset |