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MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 401k Plan overview

Plan NameMEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD.
Plan identification number 502

MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

HILO MEDICAL INVESTORS, LTD DBA LIFE CARE CENTER OF HILO AND has sponsored the creation of one or more 401k plans.

Company Name:HILO MEDICAL INVESTORS, LTD DBA LIFE CARE CENTER OF HILO AND
Employer identification number (EIN):581339022
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-01-01TERRY HENRY2024-08-28
5022022-01-01MARK MANN2023-10-13
5022021-01-01LORETA WHITNEY2022-10-12
5022020-01-01JAY BEAUDOIN2021-10-19
5022019-01-01BETH WILLIAMS2020-10-15
5022017-01-01
5022016-01-01
5022015-01-01
5022014-01-01
5022013-01-01
5022012-01-01FRED D. HORWITZ
5022011-01-01FRED D. HORWITZ
5022010-01-01FRED D. HORWITZ
5022009-01-01TERRY HENRY

Plan Statistics for MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD.

401k plan membership statisitcs for MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD.

Measure Date Value
2023: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2023 401k membership
Total participants, beginning-of-year2023-01-01266
Total number of active participants reported on line 7a of the Form 55002023-01-01595
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01595
2022: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2022 401k membership
Total participants, beginning-of-year2022-01-01291
Total number of active participants reported on line 7a of the Form 55002022-01-01266
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01266
2021: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2021 401k membership
Total participants, beginning-of-year2021-01-01310
Total number of active participants reported on line 7a of the Form 55002021-01-01291
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01291
2020: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2020 401k membership
Total participants, beginning-of-year2020-01-01330
Total number of active participants reported on line 7a of the Form 55002020-01-01310
Number of retired or separated participants receiving benefits2020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01329
2019: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2019 401k membership
Total participants, beginning-of-year2019-01-01343
Total number of active participants reported on line 7a of the Form 55002019-01-01330
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01349
2017: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2017 401k membership
Total participants, beginning-of-year2017-01-01360
Total number of active participants reported on line 7a of the Form 55002017-01-01346
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01364
2016: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2016 401k membership
Total participants, beginning-of-year2016-01-01386
Total number of active participants reported on line 7a of the Form 55002016-01-01360
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01373
2015: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2015 401k membership
Total participants, beginning-of-year2015-01-01395
Total number of active participants reported on line 7a of the Form 55002015-01-01386
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01393
2014: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2014 401k membership
Total participants, beginning-of-year2014-01-01392
Total number of active participants reported on line 7a of the Form 55002014-01-01383
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01395
2013: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2013 401k membership
Total participants, beginning-of-year2013-01-01384
Total number of active participants reported on line 7a of the Form 55002013-01-01392
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01408
2012: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2012 401k membership
Total participants, beginning-of-year2012-01-01384
Total number of active participants reported on line 7a of the Form 55002012-01-01384
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01390
2011: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2011 401k membership
Total participants, beginning-of-year2011-01-01411
Total number of active participants reported on line 7a of the Form 55002011-01-01375
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01384
2010: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2010 401k membership
Total participants, beginning-of-year2010-01-01402
Total number of active participants reported on line 7a of the Form 55002010-01-01392
Number of retired or separated participants receiving benefits2010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01411
2009: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2009 401k membership
Total participants, beginning-of-year2009-01-01409
Total number of active participants reported on line 7a of the Form 55002009-01-01388
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01402

Form 5500 Responses for MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD.

2023: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2017: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: MEDICAL BENEFITS PLAN FOR THE EMPLOYEES OF HILO MEDICAL INVESTORS, LTD. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7306
Policy instance 3
Insurance contract or identification number7306
Number of Individuals Covered9
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $1,302
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $66,185
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7307
Policy instance 2
Insurance contract or identification number7307
Number of Individuals Covered36
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $5,816
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $295,011
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number75689
Policy instance 1
Insurance contract or identification number75689
Number of Individuals Covered550
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,445,937
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7306
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7307
Policy instance 2
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number75689
Policy instance 1
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number75689
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7307
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7306
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7306
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7307
Policy instance 2
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number75689
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7306
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7307
Policy instance 2
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number75689
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7306
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7307
Policy instance 2
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number75689
Policy instance 1
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number75689
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7307
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7307
Policy instance 2
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number75689
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number5450
Policy instance 2
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number75689
Policy instance 1
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number10166 12764
Policy instance 4
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number2635/0127
Policy instance 3
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number2635/0127
Policy instance 3
KAISER OF NORTH CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 60053 )
Policy contract number5450
Policy instance 2
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number75689
Policy instance 1
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number75689
Policy instance 1
KAISER OF NORTH CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 60053 )
Policy contract number31412
Policy instance 2
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number2635/0127
Policy instance 3
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number75689
Policy instance 1
KAISER OF NORTH CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 60053 )
Policy contract number31412
Policy instance 2
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number2635/0127
Policy instance 3

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