2023 Form 5500 filing — Mid-Pacific Institute 403(B) Retirement 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 20250515135846NAL0014809571002) for Mid-Pacific Institute 403(B) Retirement Plan, reported by Mid-Pacific Institute under EIN 99-0073514 and plan number 001. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515135846NAL0014809571002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-Pacific Institute
- EIN
- 99-0073514
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,983,005
- Net assets (EOY)
- $83,983,005
- Employer contributions
- $645,886
- Participant contributions
- $1,432,830
- Total income / additions
- $11,740,315
- Benefits paid
- $8,146,683
- Administrative expenses
- $47,262
- Total expenses
- $8,193,945
- Net increase / (decrease)
- $3,546,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | not reported in the loaded dataset | $30,000 | not reported in the loaded dataset |
| Tiaa-Teachers Insurance And Annuity | RECORDKEEPER | $29,460 | $0 |
| Kmh Llp | AUDITOR | $14,846 | not reported in the loaded dataset |