# Hawaii Medical Service Association Health & Welfare Plan
Source: https://planprovider.pro/companies/hawaii-medical-service-association-990040115-505

> Hawaii Medical Service Association's Health & Welfare plan: 495 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hawaii Medical Service Association

- **Sponsor EIN:** 990040115

- **Sponsor Address:** 818 KEEAUMOKU STREET, HONOLULU, HI, 96814

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 495

- **Total Assets:** $60.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|495|$60.8M|$0|$1.1M|

| 2023|445|$56.2M|$0|$883,500|

| 2022|515|$50.8M|$0|$862,275|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BANK OF HAWAII|Custodian / Trustee|$100,589|—|$100,589|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $100,589

- **Estimated Expense Ratio:** 0.166% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$169,022|$100,589|—|—|—|

| 2023|$249,555|$89,866|—|—|—|

| 2022|$97,780|$97,765|—|—|—|

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