North Hawaii Community Hospital, Inc. 401(K) Plan — Form 5500 plan (North Hawaii Community Hospital, 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, North Hawaii Community Hospital, Inc. 401(K) Plan is a benefit plan reported by North Hawaii Community Hospital, Inc. under EIN 99-0260423 and plan number 001. The latest loaded filing year is 2023. The filing reports 563 participants and $33,748,575 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Hawaii Community Hospital, Inc.
- EIN
- 99-0260423
- Plan number
- 001
- Plan type
- 2
- Location
- Kamuela, HI
- Latest filing year
- 2023
- Participants
- 563
- End-of-year plan assets
- $33,748,575
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 563 | H, C | 20241004212135NAL0020547696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,748,575
- Total liabilities (EOY)
- $6,032
- Net assets (EOY)
- $33,742,543
- Net assets (BOY)
- $27,513,209
Income & contributions
- Employer contributions
- $811,851
- Participant contributions
- $2,418,835
- Total contributions
- $4,119,337
- Total income / additions
- $8,850,255
Expenses & distributions
- Benefits paid
- $2,508,673
- Administrative expenses
- $58,880
- Total expenses
- $2,620,921
- Net increase / (decrease)
- $6,229,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $21,301 | not reported in the loaded dataset | 2023 |
| Carlsmith Ball Llp | CONSULTANT | $15,234 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,374 | $0 | 2023 |
| Kkdly LLC | AUDITOR/ACCOUNTANT | $7,729 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | CONSULTING | $5,242 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Hawaii Community Hospital, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Kamuela, HI
- Strategic Advisors, Inc. — Schedule C compensation
- Carlsmith Ball Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Kkdly LLC — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation