401k Plan data: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN plan

IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	002

IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

IOLANI SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: IOLANI SCHOOL

Employer identification number (EIN): 990073502

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 REID A. GUSHIKEN REID A. GUSHIKEN 2018-10-10
002 2016-01-01 REID A. GUSHIKEN REID A. GUSHIKEN 2017-10-12
002 2015-01-01 REID A. GUSHIKEN REID A. GUSHIKEN 2016-10-12
002 2014-01-01 REID A. GUSHIKEN REID A. GUSHIKEN 2015-10-14
002 2013-01-01 REID GUSHIKEN REID GUSHIKEN 2014-10-10
002 2012-01-01 GLENN CHING GLENN CHING 2013-10-11
002 2011-01-01 GLENN CHING GLENN CHING 2012-10-17
002 2010-01-01 GLENN CHING GLENN CHING 2011-10-15
002 2009-01-01 GLENN CHING
002 2009-01-01 GLENN CHING

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	REID A. GUSHIKEN	REID A. GUSHIKEN	2018-10-10
002	2016-01-01	REID A. GUSHIKEN	REID A. GUSHIKEN	2017-10-12
002	2015-01-01	REID A. GUSHIKEN	REID A. GUSHIKEN	2016-10-12
002	2014-01-01	REID A. GUSHIKEN	REID A. GUSHIKEN	2015-10-14
002	2013-01-01	REID GUSHIKEN	REID GUSHIKEN	2014-10-10
002	2012-01-01	GLENN CHING	GLENN CHING	2013-10-11
002	2011-01-01	GLENN CHING	GLENN CHING	2012-10-17
002	2010-01-01	GLENN CHING	GLENN CHING	2011-10-15
002	2009-01-01	GLENN CHING
002	2009-01-01	GLENN CHING

Plan Statistics for IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 696
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 514
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 201
Total of all active and inactive participants 2023-01-01 715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 716
Number of participants with account balances 2023-01-01 710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 666
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 494
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 198
Total of all active and inactive participants 2022-01-01 692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 696
Number of participants with account balances 2022-01-01 695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 640
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 458
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 204
Total of all active and inactive participants 2021-01-01 662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 4
Total participants 2021-01-01 666
Number of participants with account balances 2021-01-01 655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 617
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 437
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 204
Total of all active and inactive participants 2020-01-01 641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 642
Number of participants with account balances 2020-01-01 637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 600
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 410
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 206
Total of all active and inactive participants 2019-01-01 616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 617
Number of participants with account balances 2019-01-01 612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 579
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 394
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 206
Total of all active and inactive participants 2018-01-01 600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 601
Number of participants with account balances 2018-01-01 595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 564
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 370
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 208
Total of all active and inactive participants 2017-01-01 578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 579
Number of participants with account balances 2017-01-01 574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 544
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 352
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 211
Total of all active and inactive participants 2016-01-01 563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 564
Number of participants with account balances 2016-01-01 559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 514
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 328
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 215
Total of all active and inactive participants 2015-01-01 543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 544
Number of participants with account balances 2015-01-01 538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 502
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 323
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 191
Total of all active and inactive participants 2014-01-01 514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 515
Number of participants with account balances 2014-01-01 506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 518
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 332
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 186
Total of all active and inactive participants 2013-01-01 518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 520
Number of participants with account balances 2013-01-01 491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 515
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 348
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 169
Total of all active and inactive participants 2012-01-01 517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 518
Number of participants with account balances 2012-01-01 486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 358
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 327
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 41
Total of all active and inactive participants 2011-01-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 368
Number of participants with account balances 2011-01-01 336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 408
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 332
Number of retired or separated participants receiving benefits 2010-01-01 8
Number of other retired or separated participants entitled to future benefits 2010-01-01 30
Total of all active and inactive participants 2010-01-01 370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 370
Number of participants with account balances 2010-01-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 400
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 401
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 408
Number of participants with account balances 2009-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	696
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	514
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	201
Total of all active and inactive participants	2023-01-01	715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	716
Number of participants with account balances	2023-01-01	710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	666
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	494
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	198
Total of all active and inactive participants	2022-01-01	692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	696
Number of participants with account balances	2022-01-01	695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	640
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	458
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	204
Total of all active and inactive participants	2021-01-01	662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	4
Total participants	2021-01-01	666
Number of participants with account balances	2021-01-01	655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	617
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	437
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	204
Total of all active and inactive participants	2020-01-01	641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	642
Number of participants with account balances	2020-01-01	637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	600
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	410
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	206
Total of all active and inactive participants	2019-01-01	616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	617
Number of participants with account balances	2019-01-01	612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	579
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	394
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	206
Total of all active and inactive participants	2018-01-01	600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	601
Number of participants with account balances	2018-01-01	595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	564
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	370
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	208
Total of all active and inactive participants	2017-01-01	578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	579
Number of participants with account balances	2017-01-01	574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	544
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	352
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	211
Total of all active and inactive participants	2016-01-01	563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	564
Number of participants with account balances	2016-01-01	559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	514
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	328
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	215
Total of all active and inactive participants	2015-01-01	543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	544
Number of participants with account balances	2015-01-01	538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	502
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	323
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	191
Total of all active and inactive participants	2014-01-01	514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	515
Number of participants with account balances	2014-01-01	506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	518
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	332
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	186
Total of all active and inactive participants	2013-01-01	518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	520
Number of participants with account balances	2013-01-01	491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	515
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	348
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	169
Total of all active and inactive participants	2012-01-01	517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	518
Number of participants with account balances	2012-01-01	486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	358
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	327
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	41
Total of all active and inactive participants	2011-01-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	368
Number of participants with account balances	2011-01-01	336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	408
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	332
Number of retired or separated participants receiving benefits	2010-01-01	8
Number of other retired or separated participants entitled to future benefits	2010-01-01	30
Total of all active and inactive participants	2010-01-01	370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	370
Number of participants with account balances	2010-01-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	400
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	401
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	408
Number of participants with account balances	2009-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-12,433,618
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,720,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,697,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$7,339,059
Value of total assets at end of year	2022-12-31	$168,744,152
Value of total assets at beginning of year	2022-12-31	$186,898,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,211
Total interest from all sources	2022-12-31	$1,849,674
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,012,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$3,012,729
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,651,097
Participant contributions at end of year	2022-12-31	$176,260
Participant contributions at beginning of year	2022-12-31	$234,055
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$764,910
Other income not declared elsewhere	2022-12-31	$192,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-18,154,370
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$168,744,152
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$186,898,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$920
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$111,373,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$130,486,906
Value of interest in pooled separate accounts at end of year	2022-12-31	$10,506,566
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$9,813,065
Interest on participant loans	2022-12-31	$8,473
Interest earned on other investments	2022-12-31	$1,841,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$46,688,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$46,364,496
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$681,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-25,643,651
Net investment gain/loss from pooled separate accounts	2022-12-31	$816,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,923,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,016,349
Contract administrator fees	2022-12-31	$22,291
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KMH LLP
Accountancy firm EIN	2022-12-31	135565207
2021 : IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$26,276,795
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$9,464,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,435,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,895,079
Value of total assets at end of year	2021-12-31	$186,898,522
Value of total assets at beginning of year	2021-12-31	$170,085,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$28,596
Total interest from all sources	2021-12-31	$1,563,553
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$5,137,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$5,137,770
Administrative expenses professional fees incurred	2021-12-31	$25,236
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,346,237
Participant contributions at end of year	2021-12-31	$234,055
Participant contributions at beginning of year	2021-12-31	$11,293
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$766,181
Other income not declared elsewhere	2021-12-31	$178,971
Administrative expenses (other) incurred	2021-12-31	$3,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$16,812,542
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$186,898,522
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$170,085,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$130,486,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$116,279,821
Value of interest in pooled separate accounts at end of year	2021-12-31	$9,813,065
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$8,475,067
Interest on participant loans	2021-12-31	$3,978
Interest earned on other investments	2021-12-31	$1,559,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$46,364,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$45,319,799
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$1,251,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$11,004,535
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,496,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,782,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,183,932
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KMH LLP
Accountancy firm EIN	2021-12-31	135565207
2020 : IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$23,641,294
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$7,263,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,261,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,919,746
Value of total assets at end of year	2020-12-31	$170,085,980
Value of total assets at beginning of year	2020-12-31	$153,708,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,140
Total interest from all sources	2020-12-31	$1,707,333
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,438,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,438,988
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,130,449
Participant contributions at end of year	2020-12-31	$11,293
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$193,362
Other income not declared elsewhere	2020-12-31	$155,681
Administrative expenses (other) incurred	2020-12-31	$2,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$16,377,445
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$170,085,980
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$153,708,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$116,279,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$101,054,107
Value of interest in pooled separate accounts at end of year	2020-12-31	$8,475,067
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$8,375,689
Interest on participant loans	2020-12-31	$167
Interest earned on other investments	2020-12-31	$1,707,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$45,319,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$44,278,739
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$1,484,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$13,487,367
Net investment gain/loss from pooled separate accounts	2020-12-31	$-67,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,595,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,777,534
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KPMG LLP
Accountancy firm EIN	2020-12-31	135565207
2019 : IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$28,329,931
Total income from all sources (including contributions)	2019-12-31	$28,329,931
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$7,776,369
Total of all expenses incurred	2019-12-31	$7,776,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$7,750,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$7,750,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,540,338
Value of total assets at end of year	2019-12-31	$153,708,535
Value of total assets at end of year	2019-12-31	$153,708,535
Value of total assets at beginning of year	2019-12-31	$133,154,973
Value of total assets at beginning of year	2019-12-31	$133,154,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,810
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,810
Total interest from all sources	2019-12-31	$1,681,276
Total interest from all sources	2019-12-31	$1,681,276
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,243,456
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,243,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,243,456
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,243,456
Administrative expenses professional fees incurred	2019-12-31	$23,770
Administrative expenses professional fees incurred	2019-12-31	$23,770
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,880,638
Contributions received from participants	2019-12-31	$2,880,638
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,220,480
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,220,480
Other income not declared elsewhere	2019-12-31	$149,198
Other income not declared elsewhere	2019-12-31	$149,198
Administrative expenses (other) incurred	2019-12-31	$2,040
Administrative expenses (other) incurred	2019-12-31	$2,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$20,553,562
Value of net income/loss	2019-12-31	$20,553,562
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$153,708,535
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$153,708,535
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$133,154,973
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$133,154,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$101,054,107
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$101,054,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$81,405,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$81,405,896
Value of interest in pooled separate accounts at end of year	2019-12-31	$8,375,689
Value of interest in pooled separate accounts at end of year	2019-12-31	$8,375,689
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,124,131
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,124,131
Interest earned on other investments	2019-12-31	$1,681,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$44,278,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$44,278,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$43,624,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$43,624,946
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$1,931,417
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$1,931,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$17,275,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$17,275,802
Net investment gain/loss from pooled separate accounts	2019-12-31	$439,861
Net investment gain/loss from pooled separate accounts	2019-12-31	$439,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,439,220
Contributions received in cash from employer	2019-12-31	$2,439,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,819,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,819,142
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KPMG LLP
Accountancy firm EIN	2019-12-31	135565207
Accountancy firm EIN	2019-12-31	135565207
2018 : IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$700,826
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$7,478,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$7,469,102
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,832,891
Value of total assets at end of year	2018-12-31	$133,154,973
Value of total assets at beginning of year	2018-12-31	$139,932,995
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,746
Total interest from all sources	2018-12-31	$1,684,399
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,140,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,140,765
Administrative expenses professional fees incurred	2018-12-31	$7,330
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,672,007
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$822,140
Other income not declared elsewhere	2018-12-31	$146,355
Administrative expenses (other) incurred	2018-12-31	$2,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-6,778,022
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$133,154,973
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$139,932,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$81,405,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$90,108,198
Value of interest in pooled separate accounts at end of year	2018-12-31	$8,124,131
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$7,965,319
Interest earned on other investments	2018-12-31	$1,684,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$43,624,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$41,859,478
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$231,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-9,472,413
Net investment gain/loss from pooled separate accounts	2018-12-31	$368,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,338,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$7,237,352
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KPMG LLP
Accountancy firm EIN	2018-12-31	135565207
2017 : IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$22,238,968
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,593,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,583,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,478,624
Value of total assets at end of year	2017-12-31	$139,932,995
Value of total assets at beginning of year	2017-12-31	$121,287,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,468
Total interest from all sources	2017-12-31	$1,582,359
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,593,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,593,526
Administrative expenses professional fees incurred	2017-12-31	$6,387
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,568,548
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$657,021
Other income not declared elsewhere	2017-12-31	$98,125
Administrative expenses (other) incurred	2017-12-31	$4,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$18,645,190
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$139,932,995
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$121,287,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$90,108,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$73,843,693
Value of interest in pooled separate accounts at end of year	2017-12-31	$7,965,319
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$7,575,354
Interest earned on other investments	2017-12-31	$1,582,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$41,859,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$39,868,758
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$601,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$13,153,481
Net investment gain/loss from pooled separate accounts	2017-12-31	$332,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,253,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,981,528
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KPMG LLP
Accountancy firm EIN	2017-12-31	135565207
2016 : IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$13,072,035
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$5,024,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,000,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,349,626
Value of total assets at end of year	2016-12-31	$121,287,805
Value of total assets at beginning of year	2016-12-31	$113,240,049
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$23,366
Total interest from all sources	2016-12-31	$1,642,646
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$940,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$940,465
Administrative expenses professional fees incurred	2016-12-31	$21,257
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,493,899
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$734,207
Other income not declared elsewhere	2016-12-31	$37,443
Administrative expenses (other) incurred	2016-12-31	$2,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$8,047,756
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$121,287,805
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$113,240,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$73,843,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$67,784,142
Value of interest in pooled separate accounts at end of year	2016-12-31	$7,575,354
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$7,020,682
Interest earned on other investments	2016-12-31	$1,642,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$39,868,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$38,435,225
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$1,044,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,732,500
Net investment gain/loss from pooled separate accounts	2016-12-31	$369,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,121,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,956,324
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KPMG LLP
Accountancy firm EIN	2016-12-31	135565207
2015 : IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$7,043,810
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$7,776,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$7,762,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,411,996
Value of total assets at end of year	2015-12-31	$113,240,049
Value of total assets at beginning of year	2015-12-31	$113,972,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$13,621
Total interest from all sources	2015-12-31	$1,509,304
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,190,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,190,445
Administrative expenses professional fees incurred	2015-12-31	$4,817
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,382,594
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,037,344
Other income not declared elsewhere	2015-12-31	$37,388
Administrative expenses (other) incurred	2015-12-31	$8,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-732,251
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$113,240,049
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$113,972,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$67,784,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$70,706,715
Value of interest in pooled separate accounts at end of year	2015-12-31	$7,020,682
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$6,561,916
Interest earned on other investments	2015-12-31	$1,509,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$38,435,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$36,703,669
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$709,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,648,373
Net investment gain/loss from pooled separate accounts	2015-12-31	$543,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,992,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$7,053,315
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KPMG LLP
Accountancy firm EIN	2015-12-31	135565207
2014 : IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$12,505,943
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$11,735,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$11,715,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$5,603,470
Value of total assets at end of year	2014-12-31	$113,972,300
Value of total assets at beginning of year	2014-12-31	$113,201,896
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$19,686
Total interest from all sources	2014-12-31	$1,487,399
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,027,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,027,427
Administrative expenses professional fees incurred	2014-12-31	$19,686
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,255,160
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,422,483
Other income not declared elsewhere	2014-12-31	$41,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$770,404
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$113,972,300
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$113,201,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$70,706,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$71,156,577
Value of interest in pooled separate accounts at end of year	2014-12-31	$6,561,916
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$6,297,235
Interest earned on other investments	2014-12-31	$1,487,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$36,703,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$35,748,084
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$2,183,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$3,590,737
Net investment gain/loss from pooled separate accounts	2014-12-31	$755,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,925,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$9,532,484
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KPMG LLP
Accountancy firm EIN	2014-12-31	135565207
2013 : IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$20,354,304
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$6,489,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$6,485,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,871,373
Value of total assets at end of year	2013-12-31	$113,201,896
Value of total assets at beginning of year	2013-12-31	$99,337,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,366
Total interest from all sources	2013-12-31	$1,371,724
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$855,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$855,355
Administrative expenses professional fees incurred	2013-12-31	$4,366
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,285,777
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$684,071
Other income not declared elsewhere	2013-12-31	$37,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$13,864,659
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$113,201,896
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$99,337,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$71,156,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$60,483,657
Value of interest in pooled separate accounts at end of year	2013-12-31	$6,297,235
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,560,882
Interest earned on other investments	2013-12-31	$1,371,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$35,748,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$33,292,698
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$1,466,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$12,675,381
Net investment gain/loss from pooled separate accounts	2013-12-31	$542,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,901,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,018,563
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KPMG LLP
Accountancy firm EIN	2013-12-31	135565207
2012 : IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$14,150,989
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$5,718,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,712,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,525,392
Value of total assets at end of year	2012-12-31	$99,337,237
Value of total assets at beginning of year	2012-12-31	$90,904,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,569
Total interest from all sources	2012-12-31	$1,302,131
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$454,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$454,401
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,357,928
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$295,373
Other income not declared elsewhere	2012-12-31	$59,998
Administrative expenses (other) incurred	2012-12-31	$5,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$8,432,654
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$99,337,237
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$90,904,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$60,483,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$33,063,634
Value of interest in pooled separate accounts at end of year	2012-12-31	$5,560,882
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,932,168
Interest earned on other investments	2012-12-31	$1,302,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$33,292,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$52,908,781
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$349,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$7,301,818
Net investment gain/loss from pooled separate accounts	2012-12-31	$507,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,872,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,363,488
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG LLP
Accountancy firm EIN	2012-12-31	135565207
2011 : IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$65,080,286
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$4,391,934
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$874,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$874,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,246,967
Value of total assets at end of year	2011-12-31	$90,904,583
Value of total assets at beginning of year	2011-12-31	$22,306,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$227,433
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$115,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$115,229
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,395,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$3,517,340
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$90,904,583
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$22,306,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$33,063,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$14,793,569
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,932,168
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,452,831
Interest earned on other investments	2011-12-31	$227,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$52,908,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$6,060,557
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$26,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-405,453
Net investment gain/loss from pooled separate accounts	2011-12-31	$207,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,851,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$848,228
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KPMG
Accountancy firm EIN	2011-12-31	135565207
2010 : IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$327
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$6,347,721
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$694,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$694,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$4,305,857
Value of total assets at end of year	2010-12-31	$22,306,957
Value of total assets at beginning of year	2010-12-31	$16,653,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$189,687
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$44,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$44,422
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,388,018
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$98,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$5,652,739
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$22,306,957
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$16,653,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$14,793,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,762,914
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,452,831
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$846,546
Interest earned on other investments	2010-12-31	$189,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$6,060,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$5,044,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,651,978
Net investment gain/loss from pooled separate accounts	2010-12-31	$155,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,819,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$694,982
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KPMG
Accountancy firm EIN	2010-12-31	135565207
2009 : IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2023: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104321

Policy instance

Insurance contract or identification number	104321
Number of Individuals Covered	395
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104321

Policy instance

Insurance contract or identification number	104321
Number of Individuals Covered	383
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104321

Policy instance

Insurance contract or identification number	104321
Number of Individuals Covered	385
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104321

Policy instance

Insurance contract or identification number	104321
Number of Individuals Covered	392
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104321

Policy instance

Insurance contract or identification number	104321
Number of Individuals Covered	397
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104321

Policy instance

Insurance contract or identification number	104321
Number of Individuals Covered	400
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104321

Policy instance

Insurance contract or identification number	104321
Number of Individuals Covered	414
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104321

Policy instance

Insurance contract or identification number	104321
Number of Individuals Covered	402
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104321

Policy instance

Insurance contract or identification number	104321
Number of Individuals Covered	406
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104321

Policy instance

Insurance contract or identification number	104321
Number of Individuals Covered	486
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104321

Policy instance

Insurance contract or identification number	104321
Number of Individuals Covered	336
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104321

Policy instance

Insurance contract or identification number	104321
Number of Individuals Covered	325
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	IOLANI SCHOOL
Employer identification number (EIN):	990073502
NAIC Classification:	611000