2023 Form 5500 filing — Kuakini Health System 403(B) Matching Tax-Sheltered Annuity 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 20241011161314NAL0011163603001) for Kuakini Health System 403(B) Matching Tax-Sheltered Annuity Plan, reported by Kuakini Health System under EIN 99-0225140 and plan number 002. It reports 1,368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011161314NAL0011163603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kuakini Health System
- EIN
- 99-0225140
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 1,368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,104,627
- Net assets (EOY)
- $149,104,627
- Employer contributions
- $2,269,612
- Participant contributions
- $4,430,054
- Total income / additions
- $26,552,246
- Benefits paid
- $8,871,059
- Administrative expenses
- $127,085
- Total expenses
- $9,012,104
- Net increase / (decrease)
- $17,540,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $52,738 | $0 |
| Lpl Financial Retirement Partners | CONSULTANT | $51,700 | not reported in the loaded dataset |
| Kkdly LLC | AUDITOR | $18,534 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |