Iolani School Defined Contribution Retirement Plan — Form 5500 plan (Iolani School)
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, Iolani School Defined Contribution Retirement Plan is a benefit plan reported by Iolani School under EIN 99-0073502 and plan number 002. The latest loaded filing year is 2023. The filing reports 696 participants and $184,908,375 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iolani School
- EIN
- 99-0073502
- Plan number
- 002
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 696
- End-of-year plan assets
- $184,908,375
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 696 | H, C | 20241010125528NAL0020999649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $184,908,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $184,908,375
- Net assets (BOY)
- $168,744,152
Income & contributions
- Employer contributions
- $3,121,325
- Participant contributions
- $3,961,102
- Total contributions
- $7,824,112
- Total income / additions
- $29,180,945
Expenses & distributions
- Benefits paid
- $12,991,666
- Administrative expenses
- $25,056
- Total expenses
- $13,016,722
- Net increase / (decrease)
- $16,164,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kmh, Llp | AUDITOR | $17,366 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT PENSION | $4,248 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $3,966 | $0 | 2023 |