2023 Form 5500 filing — Non-Contributory Retirement Program For Certain Employees Of Hawaii Medical Service Association
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 20241014140146NAL0015063411001) for Non-Contributory Retirement Program For Certain Employees Of Hawaii Medical Service Association, reported by Hawaii Medical Service Association under EIN 99-0040115 and plan number 001. It reports 1,404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140146NAL0015063411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawaii Medical Service Association
- EIN
- 99-0040115
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 1,404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $235,995,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $235,995,641
- Total income / additions
- $20,665,749
- Benefits paid
- $12,704,903
- Administrative expenses
- $95,301
- Total expenses
- $12,800,204
- Net increase / (decrease)
- $7,865,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | TRUSTEE | $48,052 | not reported in the loaded dataset |
| Income Research & Management, Inc. | INVESTMENT MGMT. | $47,249 | not reported in the loaded dataset |