Punahou School Defined Contribution Retirement Plan — Form 5500 plan (Punahou 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, Punahou School Defined Contribution Retirement Plan is a benefit plan reported by Punahou School under EIN 99-0073523 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,494 participants and $298,582,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Punahou School
- EIN
- 99-0073523
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 1,494
- End-of-year plan assets
- $298,582,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,494 | H, C | 20241009193727NAL0019865729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $298,582,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $298,582,210
- Net assets (BOY)
- $269,374,601
Income & contributions
- Employer contributions
- $4,659,206
- Participant contributions
- $5,767,322
- Total contributions
- $13,037,577
- Total income / additions
- $49,312,299
Expenses & distributions
- Benefits paid
- $19,886,168
- Administrative expenses
- $213,063
- Total expenses
- $20,104,690
- Net increase / (decrease)
- $29,207,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $115,930 | $0 | 2023 |
| Sageview Advisory Group, LLC | ADVISOR | $70,511 | not reported in the loaded dataset | 2023 |
| Kmh, Llp | AUDITOR | $21,848 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $5,068 | not reported in the loaded dataset | 2023 |
| Trucker Huss, A Professional Corp. | LEGAL | $528 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Punahou School
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Tiaa — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Kmh, Llp — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Trucker Huss, A Professional Corp. — Schedule C compensation