Plan Snapshot
- Plan Sponsor: Hawaii Pacific Health
- Sponsor EIN: 990246363
- Sponsor Address: 55 MERCHANT ST.,, HONOLULU, HI, 96813
- Plan Type: DB
- Total Participants: 5,817
- Total Assets: $430.1M
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 | 5,817 | $430.1M | $19.5M | $0 |
| 2023 | 5,658 | $452.5M | $19.5M | $0 |
| 2022 | 5,550 | $407.7M | $15.0M | $0 |
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 |
|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | Other Service Provider | $657,321 | — | $657,321 |
| BANK OF HAWAII | Custodian / Trustee | $523,823 | — | $523,823 |
| ARROWSTREET CAPITAL | Other Service Provider | $491,393 | — | $491,393 |
| MILLIMAN, INC. | Recordkeeper | $488,209 | — | $488,209 |
| LITTLER MENDELSON P.C. | Other Service Provider | $35,812 | — | $35,812 |
| VULCAN VALUE | Other Service Provider | $35,240 | — | $35,240 |
| BAA CAPITAL ADVISORS, INC. | Other Service Provider | $30,000 | — | $30,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,261,798
- Estimated Expense Ratio: 0.526% 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 | $3,913,013 | $1,183,956 | — | — | — |
| 2023 | $2,790,786 | $965,439 | — | — | — |
| 2022 | $2,681,738 | $1,500,244 | — | — | $418,430 |