Hawaii Pacific Health Retirement Plan — Form 5500 plan (Hawaii Pacific Health)
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, Hawaii Pacific Health Retirement Plan is a benefit plan reported by Hawaii Pacific Health under EIN 99-0246363 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,199 participants and $452,484,278 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Pacific Health
- EIN
- 99-0246363
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 8,199
- End-of-year plan assets
- $452,484,278
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,199 | H, C | 20241009130250NAL0010622659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $452,484,278
- Total liabilities (EOY)
- $583,995
- Net assets (EOY)
- $451,900,283
- Net assets (BOY)
- $407,394,156
Income & contributions
- Employer contributions
- $19,500,000
- Total contributions
- $19,500,000
- Total income / additions
- $65,241,551
Expenses & distributions
- Benefits paid
- $17,944,638
- Administrative expenses
- $2,790,786
- Total expenses
- $20,735,424
- Net increase / (decrease)
- $44,506,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Associates | NONE | $663,882 | not reported in the loaded dataset | 2023 |
| Bank Of Hawaii | TRUSTEE | $487,863 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $302,098 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital | NONE | $253,177 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $190,944 | not reported in the loaded dataset | 2023 |
| Littler Mendelson P.C. | NONE | $62,783 | not reported in the loaded dataset | 2023 |
| Vulcan Value | NONE | $48,379 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Pacific Health
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Cambridge Associates — Schedule C compensation
- Bank Of Hawaii — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Arrowstreet Capital — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Littler Mendelson P.C. — Schedule C compensation
- Vulcan Value — Schedule C compensation