Hawaiian Electric Industries Retirement Savings Plan — 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, Hawaiian Electric Industries Retirement Savings Plan is a benefit plan reported by Hawaiian Electric Industries, Inc. under EIN 99-0208097 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,263 participants and $684,771,920 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
- 003
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 3,263
- End-of-year plan assets
- $684,771,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,263 | H, C | 20241015211510NAL0015414803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $684,771,920
- Total liabilities (EOY)
- $5,969
- Net assets (EOY)
- $684,765,951
- Net assets (BOY)
- $620,575,066
Income & contributions
- Employer contributions
- $6,005,604
- Participant contributions
- $31,317,629
- Total contributions
- $39,301,296
- Total income / additions
- $113,706,736
Expenses & distributions
- Benefits paid
- $49,154,876
- Administrative expenses
- $360,975
- Total expenses
- $49,515,851
- Net increase / (decrease)
- $64,190,885
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | NONE | $46,976 | not reported in the loaded dataset | 2023 |
| Accuity Llp | NONE | $45,969 | not reported in the loaded dataset | 2023 |
| Trucker Huss | NONE | $8,262 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst Oper Co, Inc. | RECORDKEEPER | -$162,785 | $0 | 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
- Sageview Advisory Group, LLC — Schedule C compensation
- Accuity Llp — Schedule C compensation
- Trucker Huss — Schedule C compensation
- Fidelity Inv Inst Oper Co, Inc. — Schedule C compensation