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KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameKUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN
Plan identification number 002

KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KUAKINI HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:KUAKINI HEALTH SYSTEM
Employer identification number (EIN):990225140
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01GARY KAJIWARA
0022017-01-01
0022016-01-01GARY KAJIWARA
0022015-01-01GARY KAJIWARA
0022014-01-01GARY KAJIWARA
0022013-01-01GARY KAJIWARA
0022012-01-01GREGG OISHI
0022012-01-01GREGG OISHI
0022011-01-01GARY K KAJIWARA
0022010-01-01GARY K KAJIWARA
0022009-01-01GARY K. KAJIWARA GARY K. KAJIWARA2010-10-15
0022009-01-01GARY K KAJIWARA

Plan Statistics for KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN

401k plan membership statisitcs for KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN

Measure Date Value
2022: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,384
Total number of active participants reported on line 7a of the Form 55002022-01-01871
Number of retired or separated participants receiving benefits2022-01-0128
Number of other retired or separated participants entitled to future benefits2022-01-01463
Total of all active and inactive participants2022-01-011,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-011,368
Number of participants with account balances2022-01-011,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,391
Total number of active participants reported on line 7a of the Form 55002021-01-01900
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-01454
Total of all active and inactive participants2021-01-011,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-011,384
Number of participants with account balances2021-01-011,384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,450
Total number of active participants reported on line 7a of the Form 55002020-01-01921
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01456
Total of all active and inactive participants2020-01-011,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-011,391
Number of participants with account balances2020-01-011,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,419
Total number of active participants reported on line 7a of the Form 55002019-01-01927
Number of retired or separated participants receiving benefits2019-01-0121
Number of other retired or separated participants entitled to future benefits2019-01-01497
Total of all active and inactive participants2019-01-011,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,450
Number of participants with account balances2019-01-011,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,873
Total number of active participants reported on line 7a of the Form 55002018-01-01957
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01447
Total of all active and inactive participants2018-01-011,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,419
Number of participants with account balances2018-01-011,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,500
Total number of active participants reported on line 7a of the Form 55002017-01-011,054
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-01325
Total of all active and inactive participants2017-01-011,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,394
Number of participants with account balances2017-01-011,872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,456
Total number of active participants reported on line 7a of the Form 55002016-01-011,074
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01415
Total of all active and inactive participants2016-01-011,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,500
Number of participants with account balances2016-01-011,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,440
Total number of active participants reported on line 7a of the Form 55002015-01-011,102
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-01342
Total of all active and inactive participants2015-01-011,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,456
Number of participants with account balances2015-01-011,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,022
Total number of active participants reported on line 7a of the Form 55002014-01-011,142
Number of retired or separated participants receiving benefits2014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-01215
Total of all active and inactive participants2014-01-011,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,369
Number of participants with account balances2014-01-011,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,471
Total number of active participants reported on line 7a of the Form 55002013-01-011,178
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01835
Total of all active and inactive participants2013-01-012,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-012,022
Number of participants with account balances2013-01-012,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,477
Total number of active participants reported on line 7a of the Form 55002012-01-01624
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01841
Total of all active and inactive participants2012-01-011,468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,471
Number of participants with account balances2012-01-011,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,413
Total number of active participants reported on line 7a of the Form 55002011-01-011,154
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01316
Total of all active and inactive participants2011-01-011,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-011,477
Number of participants with account balances2011-01-011,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,376
Total number of active participants reported on line 7a of the Form 55002010-01-011,172
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01238
Total of all active and inactive participants2010-01-011,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-011,413
Number of participants with account balances2010-01-011,413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,282
Total number of active participants reported on line 7a of the Form 55002009-01-01986
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01386
Total of all active and inactive participants2009-01-011,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,376
Number of participants with account balances2009-01-011,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN

Measure Date Value
2022 : KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-14,524,826
Total of all expenses incurred2022-12-31$8,971,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,795,079
Expenses. Certain deemed distributions of participant loans2022-12-31$17,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,530,313
Value of total assets at end of year2022-12-31$131,564,485
Value of total assets at beginning of year2022-12-31$155,061,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$159,398
Total interest from all sources2022-12-31$721,117
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,774,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,774,454
Administrative expenses professional fees incurred2022-12-31$25,550
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,084,162
Participant contributions at end of year2022-12-31$1,021,422
Participant contributions at beginning of year2022-12-31$1,165,264
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$204,524
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,383
Administrative expenses (other) incurred2022-12-31$112,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,496,659
Value of net assets at end of year (total assets less liabilities)2022-12-31$131,564,485
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$155,061,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$21,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$99,540,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$123,501,920
Interest on participant loans2022-12-31$50,207
Interest earned on other investments2022-12-31$670,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$31,000,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$30,392,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,550,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,241,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,795,079
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31KKDLY LLC
Accountancy firm EIN2022-12-31990292355
2021 : KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$0
Total income from all sources (including contributions)2021-12-31$23,524,532
Total of all expenses incurred2021-12-31$7,422,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,178,291
Expenses. Certain deemed distributions of participant loans2021-12-31$21,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,358,633
Value of total assets at end of year2021-12-31$155,061,144
Value of total assets at beginning of year2021-12-31$138,959,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$223,568
Total interest from all sources2021-12-31$755,607
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,821,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,821,000
Administrative expenses professional fees incurred2021-12-31$10,471
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,104,253
Participant contributions at end of year2021-12-31$1,165,264
Participant contributions at beginning of year2021-12-31$1,181,829
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$79,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,671
Administrative expenses (other) incurred2021-12-31$212,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$16,101,649
Value of net assets at end of year (total assets less liabilities)2021-12-31$155,061,144
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$138,959,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$918
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$123,501,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$107,739,401
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$60,686
Interest earned on other investments2021-12-31$694,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$30,392,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$30,034,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,589,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,174,631
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,178,291
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KKDLY LLC
Accountancy firm EIN2021-12-31990292355
2020 : KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$24,453,637
Total of all expenses incurred2020-12-31$8,692,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,546,490
Expenses. Certain deemed distributions of participant loans2020-12-31$531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,963,930
Value of total assets at end of year2020-12-31$138,959,495
Value of total assets at beginning of year2020-12-31$123,198,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$145,964
Total interest from all sources2020-12-31$816,516
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,372,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,372,648
Administrative expenses professional fees incurred2020-12-31$17,487
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,868,213
Participant contributions at end of year2020-12-31$1,181,829
Participant contributions at beginning of year2020-12-31$1,303,647
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$421
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$51,918
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,671
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$675
Administrative expenses (other) incurred2020-12-31$128,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,760,652
Value of net assets at end of year (total assets less liabilities)2020-12-31$138,959,495
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$123,198,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$107,739,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$94,110,231
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$2
Interest on participant loans2020-12-31$68,863
Interest earned on other investments2020-12-31$747,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$30,034,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$27,782,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,300,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,043,799
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,546,490
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KKDLY LLC
Accountancy firm EIN2020-12-31990292355
2019 : KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$26,993,394
Total of all expenses incurred2019-12-31$11,677,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,478,666
Expenses. Certain deemed distributions of participant loans2019-12-31$64,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,734,464
Value of total assets at end of year2019-12-31$123,198,843
Value of total assets at beginning of year2019-12-31$107,883,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$134,537
Total interest from all sources2019-12-31$761,557
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,448,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,448,053
Administrative expenses professional fees incurred2019-12-31$17,487
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,070,818
Participant contributions at end of year2019-12-31$1,303,647
Participant contributions at beginning of year2019-12-31$1,312,899
Participant contributions at end of year2019-12-31$421
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$527,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,036
Administrative expenses (other) incurred2019-12-31$117,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$15,315,572
Value of net assets at end of year (total assets less liabilities)2019-12-31$123,198,843
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$107,883,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$94,110,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$77,636,600
Value of interest in pooled separate accounts at end of year2019-12-31$2
Value of interest in pooled separate accounts at beginning of year2019-12-31$18,983,573
Interest on participant loans2019-12-31$64,618
Interest earned on other investments2019-12-31$696,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$27,782,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,927,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,020,419
Net investment gain/loss from pooled separate accounts2019-12-31$28,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,136,336
Employer contributions (assets) at end of year2019-12-31$1,250
Employer contributions (assets) at beginning of year2019-12-31$21,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,478,666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KKDLY LLC
Accountancy firm EIN2019-12-31990292355
2018 : KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,318,497
Total of all expenses incurred2018-12-31$9,249,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,169,874
Expenses. Certain deemed distributions of participant loans2018-12-31$18,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,462,377
Value of total assets at end of year2018-12-31$107,883,271
Value of total assets at beginning of year2018-12-31$114,813,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$60,235
Total interest from all sources2018-12-31$362,754
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,386,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,386,703
Administrative expenses professional fees incurred2018-12-31$43,008
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,105,737
Participant contributions at end of year2018-12-31$1,312,899
Participant contributions at beginning of year2018-12-31$1,548,056
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$141,362
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$833
Administrative expenses (other) incurred2018-12-31$17,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,930,531
Value of net assets at end of year (total assets less liabilities)2018-12-31$107,883,271
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$114,813,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$77,636,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$83,988,397
Value of interest in pooled separate accounts at end of year2018-12-31$18,983,573
Value of interest in pooled separate accounts at beginning of year2018-12-31$18,774,702
Interest on participant loans2018-12-31$65,356
Interest earned on other investments2018-12-31$297,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,927,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,501,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,175,666
Net investment gain/loss from pooled separate accounts2018-12-31$282,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,215,278
Employer contributions (assets) at end of year2018-12-31$21,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,169,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KKDLY LLC
Accountancy firm EIN2018-12-31990292355
2017 : KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$20,812,699
Total of all expenses incurred2017-12-31$7,978,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,850,709
Expenses. Certain deemed distributions of participant loans2017-12-31$34,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,683,921
Value of total assets at end of year2017-12-31$114,813,802
Value of total assets at beginning of year2017-12-31$101,979,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$92,595
Total interest from all sources2017-12-31$601,027
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,179,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,179,142
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,370,419
Participant contributions at end of year2017-12-31$1,548,056
Participant contributions at beginning of year2017-12-31$1,390,644
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$907
Administrative expenses (other) incurred2017-12-31$92,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,834,584
Value of net assets at end of year (total assets less liabilities)2017-12-31$114,813,802
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$101,979,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$83,988,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$70,745,432
Value of interest in pooled separate accounts at end of year2017-12-31$18,774,702
Value of interest in pooled separate accounts at beginning of year2017-12-31$18,228,496
Interest on participant loans2017-12-31$67,869
Interest earned on other investments2017-12-31$533,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,501,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,613,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,105,371
Net investment gain/loss from pooled separate accounts2017-12-31$243,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,308,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,850,709
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KKDLY LLC
Accountancy firm EIN2017-12-31990292355
2016 : KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$12,485,507
Total of all expenses incurred2016-12-31$6,932,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,846,295
Expenses. Certain deemed distributions of participant loans2016-12-31$18,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,975,648
Value of total assets at end of year2016-12-31$101,979,218
Value of total assets at beginning of year2016-12-31$96,426,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$67,481
Total interest from all sources2016-12-31$398,264
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$908,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$908,997
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,463,190
Participant contributions at end of year2016-12-31$1,390,644
Participant contributions at beginning of year2016-12-31$1,343,510
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$103,507
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$907
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$302
Administrative expenses (other) incurred2016-12-31$67,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,552,894
Value of net assets at end of year (total assets less liabilities)2016-12-31$101,979,218
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$96,426,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$70,745,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$66,778,252
Value of interest in pooled separate accounts at end of year2016-12-31$18,228,496
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,549,530
Interest on participant loans2016-12-31$54,637
Interest earned on other investments2016-12-31$343,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,613,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,754,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,737,169
Net investment gain/loss from pooled separate accounts2016-12-31$1,465,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,408,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,846,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KKDLY LLC
Accountancy firm EIN2016-12-31990292355
2015 : KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$7,949,089
Total of all expenses incurred2015-12-31$5,776,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,704,738
Expenses. Certain deemed distributions of participant loans2015-12-31$16,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,473,791
Value of total assets at end of year2015-12-31$96,426,324
Value of total assets at beginning of year2015-12-31$94,253,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$55,544
Total interest from all sources2015-12-31$405,712
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$832,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$832,766
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,681,190
Participant contributions at end of year2015-12-31$1,343,510
Participant contributions at beginning of year2015-12-31$1,206,655
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$262,827
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,041
Administrative expenses (other) incurred2015-12-31$55,544
Total non interest bearing cash at beginning of year2015-12-31$52,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,172,515
Value of net assets at end of year (total assets less liabilities)2015-12-31$96,426,324
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$94,253,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$66,778,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$64,958,288
Value of interest in pooled separate accounts at end of year2015-12-31$16,549,530
Value of interest in pooled separate accounts at beginning of year2015-12-31$15,993,054
Interest on participant loans2015-12-31$55,673
Interest earned on other investments2015-12-31$350,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,754,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,042,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-992,257
Net investment gain/loss from pooled separate accounts2015-12-31$229,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,529,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,704,738
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KKDLY LLC
Accountancy firm EIN2015-12-31990292355
2014 : KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$12,113,373
Total of all expenses incurred2014-12-31$5,697,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,651,409
Value of total corrective distributions2014-12-31$24
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,932,073
Value of total assets at end of year2014-12-31$94,253,809
Value of total assets at beginning of year2014-12-31$87,838,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$46,356
Total interest from all sources2014-12-31$416,846
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,036,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,036,947
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,413,179
Participant contributions at end of year2014-12-31$1,206,655
Participant contributions at beginning of year2014-12-31$1,275,152
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$91,963
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$298
Administrative expenses (other) incurred2014-12-31$46,356
Total non interest bearing cash at end of year2014-12-31$52,639
Total non interest bearing cash at beginning of year2014-12-31$38,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,415,584
Value of net assets at end of year (total assets less liabilities)2014-12-31$94,253,809
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$87,838,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$64,958,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$58,783,748
Value of interest in pooled separate accounts at end of year2014-12-31$15,993,054
Value of interest in pooled separate accounts at beginning of year2014-12-31$15,034,548
Interest on participant loans2014-12-31$47,333
Interest earned on other investments2014-12-31$369,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,042,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,706,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,495,946
Net investment gain/loss from pooled separate accounts2014-12-31$231,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,426,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,651,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KOBAYASHI KANETOKU DOI LUM & YASUDA
Accountancy firm EIN2014-12-31990292355
2013 : KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$18,406,741
Total of all expenses incurred2013-12-31$5,246,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,238,707
Expenses. Certain deemed distributions of participant loans2013-12-31$32
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,132,020
Value of total assets at end of year2013-12-31$87,838,225
Value of total assets at beginning of year2013-12-31$74,678,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,836
Total interest from all sources2013-12-31$515,881
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$679,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$679,152
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,423,509
Participant contributions at end of year2013-12-31$1,275,152
Participant contributions at beginning of year2013-12-31$1,154,469
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$254,438
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$298
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$336
Administrative expenses (other) incurred2013-12-31$7,836
Total non interest bearing cash at end of year2013-12-31$38,312
Total non interest bearing cash at beginning of year2013-12-31$25,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,160,166
Value of net assets at end of year (total assets less liabilities)2013-12-31$87,838,225
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$74,678,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$58,783,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$46,378,646
Value of interest in pooled separate accounts at end of year2013-12-31$15,034,548
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,442,916
Interest on participant loans2013-12-31$122,061
Interest earned on other investments2013-12-31$393,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,706,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,676,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,842,965
Net investment gain/loss from pooled separate accounts2013-12-31$236,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,454,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,238,707
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KOBAYASHI KANETOKU DOI LUM & YASUDA
Accountancy firm EIN2013-12-31990292355
2012 : KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$13,244,527
Total of all expenses incurred2012-12-31$3,169,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,138,825
Expenses. Certain deemed distributions of participant loans2012-12-31$23,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,264,365
Value of total assets at end of year2012-12-31$74,678,059
Value of total assets at beginning of year2012-12-31$64,603,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,893
Total interest from all sources2012-12-31$459,258
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$658,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$658,538
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,318,519
Participant contributions at end of year2012-12-31$1,154,469
Participant contributions at beginning of year2012-12-31$928,372
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$491,373
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$182
Administrative expenses (other) incurred2012-12-31$7,893
Total non interest bearing cash at end of year2012-12-31$25,403
Total non interest bearing cash at beginning of year2012-12-31$10,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,074,711
Value of net assets at end of year (total assets less liabilities)2012-12-31$74,678,059
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$64,603,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$46,378,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$38,057,850
Value of interest in pooled separate accounts at end of year2012-12-31$13,442,916
Value of interest in pooled separate accounts at beginning of year2012-12-31$11,453,619
Interest on participant loans2012-12-31$32,933
Interest earned on other investments2012-12-31$426,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,676,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$14,152,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,634,998
Net investment gain/loss from pooled separate accounts2012-12-31$227,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,454,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,138,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE & TOUCHE
Accountancy firm EIN2012-12-31133891517
2011 : KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$5,996,282
Total of all expenses incurred2011-12-31$2,688,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,682,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,303,954
Value of total assets at end of year2011-12-31$64,603,348
Value of total assets at beginning of year2011-12-31$61,295,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,295
Total interest from all sources2011-12-31$441,219
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$365,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$365,457
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,025,982
Participant contributions at end of year2011-12-31$928,372
Participant contributions at beginning of year2011-12-31$732,164
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,817
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$182
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$79
Administrative expenses (other) incurred2011-12-31$5,295
Total non interest bearing cash at end of year2011-12-31$10,951
Total non interest bearing cash at beginning of year2011-12-31$2,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,308,013
Value of net assets at end of year (total assets less liabilities)2011-12-31$64,603,348
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$61,295,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$38,057,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$36,240,414
Value of interest in pooled separate accounts at end of year2011-12-31$11,453,619
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,784,235
Interest on participant loans2011-12-31$23,902
Interest earned on other investments2011-12-31$417,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$14,152,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$14,536,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,328,428
Net investment gain/loss from pooled separate accounts2011-12-31$214,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,271,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,682,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE
Accountancy firm EIN2011-12-31133891517
2010 : KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$149,537
Total income from all sources (including contributions)2010-12-31$11,076,629
Total of all expenses incurred2010-12-31$2,309,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,304,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,946,673
Value of total assets at end of year2010-12-31$61,295,335
Value of total assets at beginning of year2010-12-31$52,378,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,799
Total interest from all sources2010-12-31$505,541
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$258,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$258,825
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,844,020
Participant contributions at end of year2010-12-31$732,164
Participant contributions at beginning of year2010-12-31$630,786
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$33,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$79
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$4,799
Total non interest bearing cash at end of year2010-12-31$2,043
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,767,305
Value of net assets at end of year (total assets less liabilities)2010-12-31$61,295,335
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$52,378,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$36,240,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$33,936,142
Value of interest in pooled separate accounts at end of year2010-12-31$9,784,235
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,116,574
Interest on participant loans2010-12-31$18,650
Interest earned on other investments2010-12-31$486,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$14,536,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,694,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,165,924
Net investment gain/loss from pooled separate accounts2010-12-31$199,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,069,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,304,525
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE
Accountancy firm EIN2010-12-31133891517
2009 : KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN

2022: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069195
Policy instance 3
Insurance contract or identification numberTT069195
Number of Individuals Covered1150
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095123
Policy instance 2
Insurance contract or identification number1095123
Number of Individuals Covered389
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $161
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $161
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069195
Policy instance 1
Insurance contract or identification numberTT069195
Number of Individuals Covered1150
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069195
Policy instance 3
Insurance contract or identification numberTT069195
Number of Individuals Covered1157
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095123
Policy instance 2
Insurance contract or identification number1095123
Number of Individuals Covered414
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $129
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $129
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069195
Policy instance 1
Insurance contract or identification numberTT069195
Number of Individuals Covered1157
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069195
Policy instance 1
Insurance contract or identification numberTT069195
Number of Individuals Covered1180
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095123
Policy instance 2
Insurance contract or identification number1095123
Number of Individuals Covered444
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $98
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $98
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069195
Policy instance 3
Insurance contract or identification numberTT069195
Number of Individuals Covered1180
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069195
Policy instance 3
Insurance contract or identification numberTT069195
Number of Individuals Covered1232
Insurance policy start date2019-01-31
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095123
Policy instance 2
Insurance contract or identification number1095123
Number of Individuals Covered477
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $89
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $89
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069195
Policy instance 1
Insurance contract or identification numberTT069195
Number of Individuals Covered1232
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095123
Policy instance 2
Insurance contract or identification number1095123
Number of Individuals Covered523
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $87
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $87
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069195
Policy instance 1
Insurance contract or identification numberTT069195
Number of Individuals Covered1280
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095123
Policy instance 2
Insurance contract or identification number1095123
Number of Individuals Covered577
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $77
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $77
Insurance broker organization code?3
Insurance broker nameMETLIFE INVESTORS DISTRIBUTION COMP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069195
Policy instance 1
Insurance contract or identification numberTT069195
Number of Individuals Covered1295
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069195
Policy instance 1
Insurance contract or identification numberTT069195
Number of Individuals Covered1254
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095123
Policy instance 2
Insurance contract or identification number1095123
Number of Individuals Covered648
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $104
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $104
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069195
Policy instance 1
Insurance contract or identification numberTT069195
Number of Individuals Covered1236
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095123
Policy instance 2
Insurance contract or identification number1095123
Number of Individuals Covered686
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $99
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $99
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069195
Policy instance 1
Insurance contract or identification numberTT069195
Number of Individuals Covered1235
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095123
Policy instance 2
Insurance contract or identification number1095123
Number of Individuals Covered731
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $84
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $84
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095123
Policy instance 2
Insurance contract or identification number1095123
Number of Individuals Covered790
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $74
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069195
Policy instance 1
Insurance contract or identification numberTT069195
Number of Individuals Covered1248
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095123
Policy instance 2
Insurance contract or identification number1095123
Number of Individuals Covered838
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $58
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069195
Policy instance 1
Insurance contract or identification numberTT069195
Number of Individuals Covered1232
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069195
Policy instance 1
Insurance contract or identification numberTT069195
Number of Individuals Covered1413
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095123
Policy instance 2
Insurance contract or identification number1095123
Number of Individuals Covered884
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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