2023 Form 5500 filing — Hawaiian Electric Industries Retirement Savings 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 20241015211510NAL0015414803001) for Hawaiian Electric Industries Retirement Savings Plan, reported by Hawaiian Electric Industries, Inc. under EIN 99-0208097 and plan number 003. It reports 3,263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015211510NAL0015414803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawaiian Electric Industries, Inc.
- EIN
- 99-0208097
- Plan number
- 003
- Location
- Honolulu, HI
- Participants
- 3,263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $684,771,920
- Total liabilities (EOY)
- $5,969
- Net assets (EOY)
- $684,765,951
- Employer contributions
- $6,005,604
- Participant contributions
- $31,317,629
- Total income / additions
- $113,706,736
- Benefits paid
- $49,154,876
- Administrative expenses
- $360,975
- Total expenses
- $49,515,851
- Net increase / (decrease)
- $64,190,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | NONE | $46,976 | not reported in the loaded dataset |
| Accuity Llp | NONE | $45,969 | not reported in the loaded dataset |
| Trucker Huss | NONE | $8,262 | not reported in the loaded dataset |
| Fidelity Inv Inst Oper Co, Inc. | RECORDKEEPER | -$162,785 | $0 |