Wahiawa General Hospital Retirement Savings Plan — Form 5500 plan (Wahiawa Hospital Association)
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, Wahiawa General Hospital Retirement Savings Plan is a benefit plan reported by Wahiawa Hospital Association under EIN 99-0269825 and plan number 001. The latest loaded filing year is 2023. The filing reports 818 participants and $14,594,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wahiawa Hospital Association
- EIN
- 99-0269825
- Plan number
- 001
- Plan type
- 2
- Location
- Wahiawa, HI
- Latest filing year
- 2023
- Participants
- 818
- End-of-year plan assets
- $14,594,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 818 | H, C | 20240401144645NAL0005648483001 |
| 2023 | 766 | H, C | 20240401145056NAL0013241328001 |
| 2023 | 805 | H, C | 20240401145352NAL0010930273001 |
| 2023 | 749 | H, C | 20240401145628NAL0013261904001 |
| 2023 | 840 | H, C | 20240401145900NAL0013271904001 |
| 2023 | 850 | H, C | 20240401150028NAL0017456722001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,264,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,264,314
- Net assets (BOY)
- $15,299,437
Income & contributions
- Participant contributions
- $733,569
- Total contributions
- $734,765
- Total income / additions
- $759,220
Expenses & distributions
- Benefits paid
- $739,409
- Administrative expenses
- $52,335
- Total expenses
- $794,343
- Net increase / (decrease)
- -$35,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metlife Life Insurance Company | RECORDKEEPER | $52,335 | $0 | 2023 |
| Metlife Life Insurance Company | RECORDKEEPER | $50,317 | $0 | 2023 |
| Metlife Life Insurance Company | RECORDKEEPER | $48,514 | $0 | 2023 |
| Metlife Life Insurance Company | RECORDKEEPER | $44,146 | $0 | 2023 |
| Metropolitan Life Insurance Company | RECORDKEEPER | $42,537 | $0 | 2023 |
| Metlife Life Insurance Company | RECORDKEEPER | $41,184 | $0 | 2023 |
| Metlife Securities Inc. | BROKER/ADVISER | $0 | $3,237 | 2023 |
| Metlife Securities Inc. | BROKER/ADVISER | $0 | $2,762 | 2023 |
| Msi Financial Services Inc. | BROKER/ADVISER | $0 | $1,102 | 2023 |
| Mml Investors Services | BROKER/ADVISER | $0 | $860 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wahiawa Hospital Association
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Wahiawa, HI
- Metlife Life Insurance Company — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Metlife Securities Inc. — Schedule C compensation
- Msi Financial Services Inc. — Schedule C compensation
- Mml Investors Services — Schedule C compensation