Retirement Plan For Employees Of Hawaiian Electric Industries, Inc. And Participating Subsidiaries — Form 5500 plan (Hawaiian Electric Industries, 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, Retirement Plan For Employees Of Hawaiian Electric Industries, Inc. And Participating Subsidiaries is a benefit plan reported by Hawaiian Electric Industries, Inc. under EIN 99-0208097 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,190 participants and $1,911,802,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaiian Electric Industries, Inc.
- EIN
- 99-0208097
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 5,190
- End-of-year plan assets
- $1,911,802,590
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,190 | H, C | 20241015211744NAL0029691873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,911,802,590
- Total liabilities (EOY)
- $17,108,722
- Net assets (EOY)
- $1,894,693,868
- Net assets (BOY)
- $1,731,751,759
Income & contributions
- Employer contributions
- $7,556,796
- Total contributions
- $7,556,796
- Total income / additions
- $269,162,582
Expenses & distributions
- Benefits paid
- $95,643,152
- Administrative expenses
- $10,577,321
- Total expenses
- $106,220,473
- Net increase / (decrease)
- $162,942,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stafford Capital Partners | NONE | $1,107,352 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $978,083 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $684,638 | not reported in the loaded dataset | 2023 |
| Franklin Advisers, Inc. | NONE | $621,001 | $0 | 2023 |
| Earnest Partners LLC | NONE | $581,539 | $5,360 | 2023 |
| Fidelity Inst Asset Mgmt Trust Co | NONE | $536,890 | $0 | 2023 |
| Macquarie Inv. Management Advisors | NONE | $492,664 | $0 | 2023 |
| Gamco Asset Management, Inc. | NONE | $491,750 | not reported in the loaded dataset | 2023 |
| Nfj Investment Group, LLC | NONE | $460,328 | $0 | 2023 |
| The Bank Of New York Mellon | NONE | $441,075 | $0 | 2023 |
| Merrill Lynch | NONE | $237,041 | not reported in the loaded dataset | 2023 |
| Cw Associates, A Hawaii Cpa Corp. | NONE | $27,012 | not reported in the loaded dataset | 2023 |
| Trucker Huss | NONE | $19,787 | not reported in the loaded dataset | 2023 |
| Lsm Consultants LLC | NONE | $16,040 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaiian Electric Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Stafford Capital Partners — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Franklin Advisers, Inc. — Schedule C compensation
- Earnest Partners LLC — Schedule C compensation
- Fidelity Inst Asset Mgmt Trust Co — Schedule C compensation
- Macquarie Inv. Management Advisors — Schedule C compensation
- Gamco Asset Management, Inc. — Schedule C compensation
- Nfj Investment Group, LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Cw Associates, A Hawaii Cpa Corp. — Schedule C compensation
- Trucker Huss — Schedule C compensation
- Lsm Consultants LLC — Schedule C compensation