Waianae Coast Comprehensive Health Center Pension Trust Plan — Form 5500 plan (Waianae District Comprehensive Health And Hospital Board Inc.)
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, Waianae Coast Comprehensive Health Center Pension Trust Plan is a benefit plan reported by Waianae District Comprehensive Health And Hospital Board Inc. under EIN 99-0148164 and plan number 002. The latest loaded filing year is 2023. The filing reports 908 participants and $28,174,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waianae District Comprehensive Health And Hospital Board Inc.
- EIN
- 99-0148164
- Plan number
- 002
- Plan type
- 2
- Location
- Waianae, HI
- Latest filing year
- 2023
- Participants
- 908
- End-of-year plan assets
- $28,174,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 908 | H, C | 20241011210815NAL0045158946001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,174,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,174,312
- Net assets (BOY)
- $24,410,896
Income & contributions
- Employer contributions
- $1,649,679
- Participant contributions
- $0
- Total contributions
- $1,649,679
- Total income / additions
- $5,270,754
Expenses & distributions
- Benefits paid
- $1,425,143
- Administrative expenses
- $82,229
- Total expenses
- $1,507,338
- Net increase / (decrease)
- $3,763,416
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Advisors Investments | INVESTMENT MANAGEMENT | $46,833 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $18,726 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,671 | $0 | 2023 |
| Charles Schwab & Company, Inc. | SECURITIES BROKERAGE | $2 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Waianae District Comprehensive Health And Hospital Board Inc.
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Waianae, HI
- Financial Advisors Investments — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Charles Schwab & Company, Inc. — Schedule C compensation