2023 Form 5500 filing — Hawaii Medical Service Association Retiree Health Benefits 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 20241011190428NAL0011294515003) for Hawaii Medical Service Association Retiree Health Benefits Plan, reported by Hawaii Medical Service Association under EIN 99-0040115 and plan number 505. It reports 445 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011190428NAL0011294515003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawaii Medical Service Association
- EIN
- 99-0040115
- Plan number
- 505
- Location
- Honolulu, HI
- Participants
- 445
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,186,758
- Total liabilities (EOY)
- $657,723
- Net assets (EOY)
- $55,529,035
- Participant contributions
- $883,500
- Total income / additions
- $9,288,389
- Benefits paid
- $3,330,252
- Administrative expenses
- $249,555
- Total expenses
- $3,579,807
- Net increase / (decrease)
- $5,708,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of Hawaii | ASSET CUSTODIAN | $89,866 | $0 |