Hawaii Medical Service Association Retiree Health Benefits Plan — Form 5500 plan (Hawaii Medical Service Association)
Plain-English plan 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, Hawaii Medical Service Association Retiree Health Benefits Plan is a benefit plan reported by Hawaii Medical Service Association under EIN 99-0040115 and plan number 505. The latest loaded filing year is 2023. The filing reports 445 participants and $56,186,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Medical Service Association
- EIN
- 99-0040115
- Plan number
- 505
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 445
- End-of-year plan assets
- $56,186,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 445 | H, C | 20241011190428NAL0011294515003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,186,758
- Total liabilities (EOY)
- $657,723
- Net assets (EOY)
- $55,529,035
- Net assets (BOY)
- $49,820,453
Income & contributions
- Participant contributions
- $883,500
- Total contributions
- $883,500
- Total income / additions
- $9,288,389
Expenses & distributions
- Benefits paid
- $3,330,252
- Administrative expenses
- $249,555
- Total expenses
- $3,579,807
- Net increase / (decrease)
- $5,708,582
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of Hawaii | ASSET CUSTODIAN | $89,866 | $0 | 2023 |