2023 Form 5500 filing — Hawaii Medical Service Association Employee Thrift 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 20241014134720NAL0015045811001) for Hawaii Medical Service Association Employee Thrift Plan, reported by Hawaii Medical Service Association under EIN 99-0040115 and plan number 002. It reports 2,128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$433.5MReported net assets$433,504,459
Participants2.1K2,128
Provider compensation$260K2 Schedule C row(s)$259,982
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014134720NAL0015045811001
- Plan sponsor
- Hawaii Medical Service Association
- EIN
- 99-0040115
- Plan number
- 002
- Location
- Honolulu, HI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$433.5M total assets
Net assets$433.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $433,504,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $433,504,459
- Employer contributions
- $5,901,657
- Participant contributions
- $10,789,573
- Total income / additions
- $85,051,505
- Benefits paid
- $33,138,607
- Administrative expenses
- $253,131
- Total expenses
- $33,403,543
- Net increase / (decrease)
- $51,647,962
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $165,233 | $0 |
| Vanguard Advisers Inc. | NONE | $94,749 | not reported in the loaded dataset |