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HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 401k Plan overview

Plan NameHAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN
Plan identification number 009

HAWAI'I PACIFIC HEALTH 403(B) SAVINGS 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 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HAWAII PACIFIC HEALTH has sponsored the creation of one or more 401k plans.

Company Name:HAWAII PACIFIC HEALTH
Employer identification number (EIN):990246363
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092022-01-01
0092021-01-01
0092020-01-01SUNSHINE TOPPING2021-10-20 SUNSHINE TOPPING2021-10-20
0092020-01-01
0092019-01-01
0092018-01-01
0092017-01-01WAYNE GRAVES
0092016-01-01WAYNE GRAVES
0092016-01-01
0092015-01-01WAYNE GRAVES
0092014-01-01WAYNE GRAVES
0092013-01-01DELIA KNUDSEN
0092012-01-01DELIA KNUDSEN
0092011-01-01DELIA KNUDSEN
0092010-01-01DELIA KNUDSEN
0092009-01-01DELIA KNUDSEN

Plan Statistics for HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN

401k plan membership statisitcs for HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN

Measure Date Value
2022: HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110,200
Total number of active participants reported on line 7a of the Form 55002022-01-017,137
Number of retired or separated participants receiving benefits2022-01-0187
Number of other retired or separated participants entitled to future benefits2022-01-013,208
Total of all active and inactive participants2022-01-0110,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0124
Total participants2022-01-0110,456
Number of participants with account balances2022-01-0110,191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01106
2021: HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019,877
Total number of active participants reported on line 7a of the Form 55002021-01-017,026
Number of retired or separated participants receiving benefits2021-01-0193
Number of other retired or separated participants entitled to future benefits2021-01-013,067
Total of all active and inactive participants2021-01-0110,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-0110,200
Number of participants with account balances2021-01-019,853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01154
2020: HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,915
Total number of active participants reported on line 7a of the Form 55002020-01-017,114
Number of retired or separated participants receiving benefits2020-01-0154
Number of other retired or separated participants entitled to future benefits2020-01-012,700
Total of all active and inactive participants2020-01-019,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-019,877
Number of participants with account balances2020-01-019,753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01112
2019: HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,756
Total number of active participants reported on line 7a of the Form 55002019-01-017,161
Number of retired or separated participants receiving benefits2019-01-0199
Number of other retired or separated participants entitled to future benefits2019-01-012,618
Total of all active and inactive participants2019-01-019,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0137
Total participants2019-01-019,915
Number of participants with account balances2019-01-019,820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0195
2018: HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,295
Total number of active participants reported on line 7a of the Form 55002018-01-016,967
Number of retired or separated participants receiving benefits2018-01-0189
Number of other retired or separated participants entitled to future benefits2018-01-012,669
Total of all active and inactive participants2018-01-019,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0131
Total participants2018-01-019,756
Number of participants with account balances2018-01-019,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01115
2017: HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,220
Total number of active participants reported on line 7a of the Form 55002017-01-016,817
Number of retired or separated participants receiving benefits2017-01-0177
Number of other retired or separated participants entitled to future benefits2017-01-012,339
Total of all active and inactive participants2017-01-019,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0133
Total participants2017-01-019,266
Number of participants with account balances2017-01-019,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0199
2016: HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,785
Total number of active participants reported on line 7a of the Form 55002016-01-016,646
Number of retired or separated participants receiving benefits2016-01-0160
Number of other retired or separated participants entitled to future benefits2016-01-012,490
Total of all active and inactive participants2016-01-019,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0123
Total participants2016-01-019,219
Number of participants with account balances2016-01-019,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01108
2015: HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,321
Total number of active participants reported on line 7a of the Form 55002015-01-016,621
Number of retired or separated participants receiving benefits2015-01-0145
Number of other retired or separated participants entitled to future benefits2015-01-012,098
Total of all active and inactive participants2015-01-018,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0121
Total participants2015-01-018,785
Number of participants with account balances2015-01-018,479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01122
2014: HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,854
Total number of active participants reported on line 7a of the Form 55002014-01-016,463
Number of retired or separated participants receiving benefits2014-01-0139
Number of other retired or separated participants entitled to future benefits2014-01-011,798
Total of all active and inactive participants2014-01-018,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0121
Total participants2014-01-018,321
Number of participants with account balances2014-01-017,826
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,778
Total number of active participants reported on line 7a of the Form 55002013-01-016,254
Number of retired or separated participants receiving benefits2013-01-0129
Number of other retired or separated participants entitled to future benefits2013-01-011,553
Total of all active and inactive participants2013-01-017,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-017,854
Number of participants with account balances2013-01-017,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0186
2012: HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,476
Total number of active participants reported on line 7a of the Form 55002012-01-014,955
Number of retired or separated participants receiving benefits2012-01-0125
Number of other retired or separated participants entitled to future benefits2012-01-011,765
Total of all active and inactive participants2012-01-016,745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0118
Total participants2012-01-016,763
Number of participants with account balances2012-01-016,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0176
2011: HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,962
Total number of active participants reported on line 7a of the Form 55002011-01-015,137
Number of retired or separated participants receiving benefits2011-01-0114
Number of other retired or separated participants entitled to future benefits2011-01-011,306
Total of all active and inactive participants2011-01-016,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0119
Total participants2011-01-016,476
Number of participants with account balances2011-01-016,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0136
2010: HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,043
Total number of active participants reported on line 7a of the Form 55002010-01-014,701
Number of retired or separated participants receiving benefits2010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-011,234
Total of all active and inactive participants2010-01-015,947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0115
Total participants2010-01-015,962
Number of participants with account balances2010-01-015,939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0197
2009: HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,566
Total number of active participants reported on line 7a of the Form 55002009-01-014,473
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-011,551
Total of all active and inactive participants2009-01-016,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0113
Total participants2009-01-016,043
Number of participants with account balances2009-01-016,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN

Measure Date Value
2022 : HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-128,672,067
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$55,570,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$54,152,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$80,798,075
Value of total assets at end of year2022-12-31$1,120,111,431
Value of total assets at beginning of year2022-12-31$1,304,354,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,418,343
Total interest from all sources2022-12-31$2,687,150
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$14,408,479
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$14,408,479
Administrative expenses professional fees incurred2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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$54,736,626
Participant contributions at end of year2022-12-31$10,083,938
Participant contributions at beginning of year2022-12-31$10,079,101
Participant contributions at end of year2022-12-31$1,450,353
Participant contributions at beginning of year2022-12-31$1,488,270
Assets. Other investments not covered elsewhere at end of year2022-12-31$61,510,559
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$78,966,531
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,378,344
Other income not declared elsewhere2022-12-31$-15,730,773
Administrative expenses (other) incurred2022-12-31$839,717
Total non interest bearing cash at end of year2022-12-31$426,797
Total non interest bearing cash at beginning of year2022-12-31$179,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-184,242,696
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,120,111,431
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,304,354,127
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$578,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$945,567,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,116,921,050
Interest on participant loans2022-12-31$497,740
Interest earned on other investments2022-12-31$2,189,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$93,777,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$89,735,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-210,834,998
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$23,683,105
Employer contributions (assets) at end of year2022-12-31$7,294,770
Employer contributions (assets) at beginning of year2022-12-31$6,984,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$54,152,286
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 name2022-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2022-12-31346565596
2021 : HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$248,067,234
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$71,624,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$70,093,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$79,312,983
Value of total assets at end of year2021-12-31$1,304,354,127
Value of total assets at beginning of year2021-12-31$1,127,911,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,530,435
Total interest from all sources2021-12-31$1,464,856
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,532,461
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$14,532,461
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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$52,639,774
Participant contributions at end of year2021-12-31$10,079,101
Participant contributions at beginning of year2021-12-31$10,926,658
Participant contributions at end of year2021-12-31$1,488,270
Participant contributions at beginning of year2021-12-31$1,383,067
Assets. Other investments not covered elsewhere at end of year2021-12-31$78,966,531
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$74,875,075
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,692,808
Other income not declared elsewhere2021-12-31$8,853,524
Administrative expenses (other) incurred2021-12-31$884,846
Total non interest bearing cash at end of year2021-12-31$179,376
Total non interest bearing cash at beginning of year2021-12-31$187,901
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$176,443,112
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,304,354,127
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,127,911,015
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$645,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,116,921,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$941,363,438
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$558,119
Interest earned on other investments2021-12-31$906,737
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$89,735,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$92,219,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$143,903,410
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$22,980,401
Employer contributions (assets) at end of year2021-12-31$6,984,584
Employer contributions (assets) at beginning of year2021-12-31$6,955,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$70,093,687
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 name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$208,947,898
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$87,362,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$86,204,868
Expenses. Certain deemed distributions of participant loans2020-12-31$66,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$73,063,171
Value of total assets at end of year2020-12-31$1,127,911,015
Value of total assets at beginning of year2020-12-31$1,006,325,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,091,449
Total interest from all sources2020-12-31$1,180,924
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,622,118
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$13,622,118
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$49,338,352
Participant contributions at end of year2020-12-31$10,926,658
Participant contributions at beginning of year2020-12-31$12,094,414
Participant contributions at end of year2020-12-31$1,383,067
Participant contributions at beginning of year2020-12-31$2,239,158
Assets. Other investments not covered elsewhere at end of year2020-12-31$74,875,075
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$69,792,670
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,816,525
Other income not declared elsewhere2020-12-31$6,606,497
Administrative expenses (other) incurred2020-12-31$902,505
Total non interest bearing cash at end of year2020-12-31$187,901
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$121,585,555
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,127,911,015
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,006,325,460
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
Investment advisory and management fees2020-12-31$188,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$941,363,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$838,058,280
Value of interest in pooled separate accounts at end of year2020-12-31$0
Interest on participant loans2020-12-31$555,008
Interest earned on other investments2020-12-31$625,916
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$92,219,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$77,275,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$114,475,188
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
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$21,908,294
Employer contributions (assets) at end of year2020-12-31$6,955,509
Employer contributions (assets) at beginning of year2020-12-31$6,865,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$86,204,868
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 name2020-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2020-12-31346565596
2019 : HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$250,109,071
Total of all expenses incurred2019-12-31$45,672,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,357,267
Expenses. Certain deemed distributions of participant loans2019-12-31$454,161
Value of total corrective distributions2019-12-31$15,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$72,960,545
Value of total assets at end of year2019-12-31$1,006,325,460
Value of total assets at beginning of year2019-12-31$801,888,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$844,699
Total interest from all sources2019-12-31$667,794
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$17,307,392
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$17,307,392
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
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$48,283,894
Participant contributions at end of year2019-12-31$12,094,414
Participant contributions at beginning of year2019-12-31$11,155,842
Participant contributions at end of year2019-12-31$2,239,158
Participant contributions at beginning of year2019-12-31$2,055,581
Assets. Other investments not covered elsewhere at end of year2019-12-31$69,792,670
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$57,192,873
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,335,245
Other income not declared elsewhere2019-12-31$11,384,356
Administrative expenses (other) incurred2019-12-31$712,824
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$204,437,009
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,006,325,460
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$801,888,451
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
Investment advisory and management fees2019-12-31$131,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$838,058,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$655,428,134
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$1
Interest on participant loans2019-12-31$635,723
Interest earned on other investments2019-12-31$32,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$77,275,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$69,475,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$147,788,984
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$21,341,406
Employer contributions (assets) at end of year2019-12-31$6,865,497
Employer contributions (assets) at beginning of year2019-12-31$6,580,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$44,357,267
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 name2019-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2019-12-31346565596
2018 : HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$23,826,671
Total of all expenses incurred2018-12-31$39,367,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$37,776,963
Expenses. Certain deemed distributions of participant loans2018-12-31$533,302
Value of total corrective distributions2018-12-31$6,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$69,677,118
Value of total assets at end of year2018-12-31$801,888,451
Value of total assets at beginning of year2018-12-31$817,429,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,050,436
Total interest from all sources2018-12-31$502,102
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,882,638
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$12,882,638
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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$45,616,256
Participant contributions at end of year2018-12-31$11,155,842
Participant contributions at beginning of year2018-12-31$9,971,302
Participant contributions at end of year2018-12-31$2,055,581
Participant contributions at beginning of year2018-12-31$2,042,092
Assets. Other investments not covered elsewhere at end of year2018-12-31$57,192,873
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$49,187,420
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,749,729
Other income not declared elsewhere2018-12-31$-4,721,130
Administrative expenses (other) incurred2018-12-31$921,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,540,954
Value of net assets at end of year (total assets less liabilities)2018-12-31$801,888,451
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$817,429,405
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
Investment advisory and management fees2018-12-31$129,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$655,428,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$683,286,352
Value of interest in pooled separate accounts at end of year2018-12-31$1
Value of interest in pooled separate accounts at beginning of year2018-12-31$66,168,739
Interest on participant loans2018-12-31$495,596
Interest earned on other investments2018-12-31$6,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$69,475,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$385,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-55,672,842
Net investment gain/loss from pooled separate accounts2018-12-31$1,158,785
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$20,311,133
Employer contributions (assets) at end of year2018-12-31$6,580,581
Employer contributions (assets) at beginning of year2018-12-31$6,387,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$37,776,963
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 name2018-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2018-12-31346565596
2017 : HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$176,527,829
Total of all expenses incurred2017-12-31$26,975,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,356,141
Expenses. Certain deemed distributions of participant loans2017-12-31$546,646
Value of total corrective distributions2017-12-31$2,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$63,205,207
Value of total assets at end of year2017-12-31$817,429,405
Value of total assets at beginning of year2017-12-31$667,876,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,070,209
Total interest from all sources2017-12-31$424,382
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,931,295
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$10,931,295
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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$42,107,512
Participant contributions at end of year2017-12-31$9,971,302
Participant contributions at beginning of year2017-12-31$9,362,290
Participant contributions at end of year2017-12-31$2,042,092
Participant contributions at beginning of year2017-12-31$1,883,149
Assets. Other investments not covered elsewhere at end of year2017-12-31$49,187,420
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$33,000,639
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,871,744
Other income not declared elsewhere2017-12-31$4,887,421
Administrative expenses (other) incurred2017-12-31$983,200
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$149,552,524
Value of net assets at end of year (total assets less liabilities)2017-12-31$817,429,405
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$667,876,881
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
Investment advisory and management fees2017-12-31$87,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$683,286,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$550,774,277
Value of interest in pooled separate accounts at end of year2017-12-31$66,168,739
Value of interest in pooled separate accounts at beginning of year2017-12-31$66,514,604
Interest on participant loans2017-12-31$418,081
Interest earned on other investments2017-12-31$6,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$385,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$286,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$95,804,997
Net investment gain/loss from pooled separate accounts2017-12-31$1,274,527
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$19,225,951
Employer contributions (assets) at end of year2017-12-31$6,387,775
Employer contributions (assets) at beginning of year2017-12-31$6,055,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,356,141
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 name2017-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2017-12-31346565596
2016 : HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$120,451,073
Total of all expenses incurred2016-12-31$23,833,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$22,447,469
Expenses. Certain deemed distributions of participant loans2016-12-31$314,646
Value of total corrective distributions2016-12-31$7,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$68,032,099
Value of total assets at end of year2016-12-31$667,876,881
Value of total assets at beginning of year2016-12-31$571,259,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,063,848
Total interest from all sources2016-12-31$369,274
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,881,881
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$8,881,881
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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$41,333,458
Participant contributions at end of year2016-12-31$9,362,290
Participant contributions at beginning of year2016-12-31$8,000,397
Participant contributions at end of year2016-12-31$1,883,149
Participant contributions at beginning of year2016-12-31$349
Assets. Other investments not covered elsewhere at end of year2016-12-31$33,000,639
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$27,332,072
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,390,634
Other income not declared elsewhere2016-12-31$1,523,495
Administrative expenses (other) incurred2016-12-31$939,848
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$96,617,770
Value of net assets at end of year (total assets less liabilities)2016-12-31$667,876,881
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$571,259,111
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
Investment advisory and management fees2016-12-31$124,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$550,774,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$467,966,141
Value of interest in pooled separate accounts at end of year2016-12-31$66,514,604
Value of interest in pooled separate accounts at beginning of year2016-12-31$62,462,236
Interest on participant loans2016-12-31$363,558
Interest earned on other investments2016-12-31$5,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$286,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$230,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$40,448,625
Net investment gain/loss from pooled separate accounts2016-12-31$1,195,699
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$23,308,007
Employer contributions (assets) at end of year2016-12-31$6,055,887
Employer contributions (assets) at beginning of year2016-12-31$5,267,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$22,447,469
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 name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$51,610,097
Total of all expenses incurred2015-12-31$28,716,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$26,959,664
Expenses. Certain deemed distributions of participant loans2015-12-31$612,300
Value of total corrective distributions2015-12-31$25,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$56,164,184
Value of total assets at end of year2015-12-31$571,259,111
Value of total assets at beginning of year2015-12-31$548,365,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,118,294
Total interest from all sources2015-12-31$326,600
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,805,878
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$6,805,878
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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$37,491,216
Participant contributions at end of year2015-12-31$8,000,397
Participant contributions at beginning of year2015-12-31$8,263,421
Participant contributions at end of year2015-12-31$349
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$27,332,072
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$25,317,737
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,573,644
Other income not declared elsewhere2015-12-31$-422,672
Administrative expenses (other) incurred2015-12-31$1,026,592
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$252,791
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$22,894,052
Value of net assets at end of year (total assets less liabilities)2015-12-31$571,259,111
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$548,365,059
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
Investment advisory and management fees2015-12-31$91,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$467,966,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$449,839,353
Value of interest in pooled separate accounts at end of year2015-12-31$62,462,236
Value of interest in pooled separate accounts at beginning of year2015-12-31$59,618,352
Interest on participant loans2015-12-31$323,644
Interest earned on other investments2015-12-31$2,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$230,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$93,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,344,159
Net investment gain/loss from pooled separate accounts2015-12-31$80,266
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$17,099,324
Employer contributions (assets) at end of year2015-12-31$5,267,097
Employer contributions (assets) at beginning of year2015-12-31$4,979,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$26,959,664
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 name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$85,272,217
Total of all expenses incurred2014-12-31$22,510,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,943,157
Expenses. Certain deemed distributions of participant loans2014-12-31$589,273
Value of total corrective distributions2014-12-31$2,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$53,148,708
Value of total assets at end of year2014-12-31$548,365,059
Value of total assets at beginning of year2014-12-31$485,603,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$975,768
Total interest from all sources2014-12-31$355,825
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,089,310
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$7,089,310
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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$34,427,049
Participant contributions at end of year2014-12-31$8,263,421
Participant contributions at beginning of year2014-12-31$8,942,690
Participant contributions at beginning of year2014-12-31$864,022
Assets. Other investments not covered elsewhere at end of year2014-12-31$25,317,737
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$21,116,423
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,822,786
Other income not declared elsewhere2014-12-31$1,198,127
Administrative expenses (other) incurred2014-12-31$913,126
Total non interest bearing cash at end of year2014-12-31$252,791
Total non interest bearing cash at beginning of year2014-12-31$551,852
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$62,761,466
Value of net assets at end of year (total assets less liabilities)2014-12-31$548,365,059
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$485,603,593
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
Investment advisory and management fees2014-12-31$62,642
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$449,839,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$397,167,554
Value of interest in pooled separate accounts at end of year2014-12-31$59,618,352
Value of interest in pooled separate accounts at beginning of year2014-12-31$51,801,956
Interest on participant loans2014-12-31$351,444
Interest earned on other investments2014-12-31$4,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$93,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$120,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$21,648,959
Net investment gain/loss from pooled separate accounts2014-12-31$1,831,288
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$15,898,873
Employer contributions (assets) at end of year2014-12-31$4,979,978
Employer contributions (assets) at beginning of year2014-12-31$5,038,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,943,157
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 name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$129,266,195
Total of all expenses incurred2013-12-31$16,607,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,117,887
Expenses. Certain deemed distributions of participant loans2013-12-31$554,739
Value of total corrective distributions2013-12-31$9,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$50,789,408
Value of total assets at end of year2013-12-31$485,603,593
Value of total assets at beginning of year2013-12-31$372,945,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$926,071
Total interest from all sources2013-12-31$333,575
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,338,456
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$5,338,456
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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$32,493,693
Participant contributions at end of year2013-12-31$8,942,690
Participant contributions at beginning of year2013-12-31$6,648,759
Participant contributions at end of year2013-12-31$864,022
Participant contributions at beginning of year2013-12-31$856,157
Assets. Other investments not covered elsewhere at end of year2013-12-31$21,116,423
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$14,189,828
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,334,116
Other income not declared elsewhere2013-12-31$2,110,707
Administrative expenses (other) incurred2013-12-31$925,927
Total non interest bearing cash at end of year2013-12-31$551,852
Total non interest bearing cash at beginning of year2013-12-31$49,199
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$112,658,253
Value of net assets at end of year (total assets less liabilities)2013-12-31$485,603,593
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$372,945,340
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
Investment advisory and management fees2013-12-31$144
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$397,167,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$295,953,990
Value of interest in pooled separate accounts at end of year2013-12-31$51,801,956
Value of interest in pooled separate accounts at beginning of year2013-12-31$50,381,282
Interest on participant loans2013-12-31$329,356
Interest earned on other investments2013-12-31$4,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$120,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$124,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$70,962,201
Net investment gain/loss from pooled separate accounts2013-12-31$-268,152
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$14,961,599
Employer contributions (assets) at end of year2013-12-31$5,038,112
Employer contributions (assets) at beginning of year2013-12-31$4,741,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,117,887
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$88,485,372
Total of all expenses incurred2012-12-31$16,182,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,410,085
Expenses. Certain deemed distributions of participant loans2012-12-31$584,785
Value of total corrective distributions2012-12-31$8,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$45,937,875
Value of total assets at end of year2012-12-31$372,945,340
Value of total assets at beginning of year2012-12-31$300,642,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$179,610
Total interest from all sources2012-12-31$273,595
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,946,700
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$5,946,700
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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$29,871,997
Participant contributions at end of year2012-12-31$6,648,759
Participant contributions at beginning of year2012-12-31$5,868,311
Participant contributions at end of year2012-12-31$856,157
Participant contributions at beginning of year2012-12-31$731,417
Assets. Other investments not covered elsewhere at end of year2012-12-31$14,189,828
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$11,894,628
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,263,933
Other income not declared elsewhere2012-12-31$701,316
Administrative expenses (other) incurred2012-12-31$20,973
Total non interest bearing cash at end of year2012-12-31$49,199
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$72,302,725
Value of net assets at end of year (total assets less liabilities)2012-12-31$372,945,340
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$300,642,615
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
Investment advisory and management fees2012-12-31$158,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$295,953,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$232,195,614
Value of interest in pooled separate accounts at end of year2012-12-31$50,381,282
Value of interest in pooled separate accounts at beginning of year2012-12-31$45,201,129
Interest on participant loans2012-12-31$265,010
Interest earned on other investments2012-12-31$8,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$124,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$269,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$33,450,180
Net investment gain/loss from pooled separate accounts2012-12-31$2,175,706
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$13,801,945
Employer contributions (assets) at end of year2012-12-31$4,741,202
Employer contributions (assets) at beginning of year2012-12-31$4,481,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,410,085
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 name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$39,262,407
Total of all expenses incurred2011-12-31$11,715,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,066,178
Expenses. Certain deemed distributions of participant loans2011-12-31$508,804
Value of total corrective distributions2011-12-31$614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$44,509,927
Value of total assets at end of year2011-12-31$300,642,615
Value of total assets at beginning of year2011-12-31$273,095,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$140,041
Total interest from all sources2011-12-31$252,525
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,083,789
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$4,083,789
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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$27,325,267
Participant contributions at end of year2011-12-31$5,868,311
Participant contributions at beginning of year2011-12-31$4,945,856
Participant contributions at end of year2011-12-31$731,417
Participant contributions at beginning of year2011-12-31$721,013
Assets. Other investments not covered elsewhere at end of year2011-12-31$11,894,628
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$10,549,607
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,499,649
Other income not declared elsewhere2011-12-31$-490,264
Administrative expenses (other) incurred2011-12-31$10,241
Total non interest bearing cash at beginning of year2011-12-31$17,500
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$27,546,770
Value of net assets at end of year (total assets less liabilities)2011-12-31$300,642,615
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$273,095,845
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
Investment advisory and management fees2011-12-31$129,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$232,195,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$212,856,220
Value of interest in pooled separate accounts at end of year2011-12-31$45,201,129
Value of interest in pooled separate accounts at beginning of year2011-12-31$39,095,841
Interest on participant loans2011-12-31$238,978
Interest earned on other investments2011-12-31$13,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$269,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$594,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,765,020
Net investment gain/loss from pooled separate accounts2011-12-31$1,671,450
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$12,685,011
Employer contributions (assets) at end of year2011-12-31$4,481,719
Employer contributions (assets) at beginning of year2011-12-31$4,315,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,066,178
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$67,510,499
Total of all expenses incurred2010-12-31$9,112,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,431,574
Expenses. Certain deemed distributions of participant loans2010-12-31$563,391
Value of total corrective distributions2010-12-31$4,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$39,228,636
Value of total assets at end of year2010-12-31$273,095,845
Value of total assets at beginning of year2010-12-31$214,698,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$113,600
Total interest from all sources2010-12-31$226,608
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,029,950
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$4,029,950
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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$25,860,765
Participant contributions at end of year2010-12-31$4,945,856
Participant contributions at beginning of year2010-12-31$3,215,054
Participant contributions at end of year2010-12-31$721,013
Participant contributions at beginning of year2010-12-31$646,356
Assets. Other investments not covered elsewhere at end of year2010-12-31$10,549,607
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$6,339,261
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,140,691
Other income not declared elsewhere2010-12-31$851,114
Administrative expenses (other) incurred2010-12-31$18,463
Total non interest bearing cash at end of year2010-12-31$17,500
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$58,397,623
Value of net assets at end of year (total assets less liabilities)2010-12-31$273,095,845
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$214,698,222
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
Investment advisory and management fees2010-12-31$95,137
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$212,856,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$165,847,235
Value of interest in pooled separate accounts at end of year2010-12-31$39,095,841
Value of interest in pooled separate accounts at beginning of year2010-12-31$33,891,190
Interest on participant loans2010-12-31$205,469
Interest earned on other investments2010-12-31$21,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$594,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$674,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$21,839,218
Net investment gain/loss from pooled separate accounts2010-12-31$1,334,973
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$12,227,180
Employer contributions (assets) at end of year2010-12-31$4,315,079
Employer contributions (assets) at beginning of year2010-12-31$4,084,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,431,574
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : HAWAI'I PACIFIC HEALTH 403(B) SAVINGS 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 HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6594,5,6,7
Policy instance 2
Insurance contract or identification numberVE6594,5,6,7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069085
Policy instance 1
Insurance contract or identification numberTT069085
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6594,5,6,7
Policy instance 2
Insurance contract or identification numberVE6594,5,6,7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069085
Policy instance 1
Insurance contract or identification numberTT069085
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069085
Policy instance 1
Insurance contract or identification numberTT069085
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069085
Policy instance 2
Insurance contract or identification numberTT069085
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6594,5,6,7
Policy instance 3
Insurance contract or identification numberVE6594,5,6,7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069085
Policy instance 3
Insurance contract or identification numberTT069085
Number of Individuals Covered9814
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6594,5,6,7
Policy instance 2
Insurance contract or identification numberVE6594,5,6,7
Number of Individuals Covered31
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $429
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 $423
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069085
Policy instance 1
Insurance contract or identification numberTT069085
Number of Individuals Covered9814
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069085
Policy instance 3
Insurance contract or identification numberTT069085
Number of Individuals Covered9612
Insurance policy start date2018-11-06
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6594,5,6,7
Policy instance 2
Insurance contract or identification numberVE6594,5,6,7
Number of Individuals Covered29
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $428
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 $428
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069085
Policy instance 1
Insurance contract or identification numberTT069085
Number of Individuals Covered9612
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6594,5,6,7
Policy instance 2
Insurance contract or identification numberVE6594,5,6,7
Number of Individuals Covered36
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $415
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 $415
Insurance broker organization code?3
Insurance broker nameYEE NICHOLAS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069085
Policy instance 1
Insurance contract or identification numberTT069085
Number of Individuals Covered9161
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 numberTT069085
Policy instance 1
Insurance contract or identification numberTT069085
Number of Individuals Covered8471
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6594,5,6,7
Policy instance 2
Insurance contract or identification numberVE6594,5,6,7
Number of Individuals Covered39
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $406
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 $406
Insurance broker organization code?3
Insurance broker nameYEE NICHOLAS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069085
Policy instance 1
Insurance contract or identification numberTT069085
Number of Individuals Covered7819
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6594,5,6,7
Policy instance 2
Insurance contract or identification numberVE6594,5,6,7
Number of Individuals Covered37
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $431
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 $431
Insurance broker organization code?3
Insurance broker nameYEE NICHOLAS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069085
Policy instance 1
Insurance contract or identification numberTT069085
Number of Individuals Covered7047
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6594,5,6,7
Policy instance 2
Insurance contract or identification numberVE6594,5,6,7
Number of Individuals Covered46
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $450
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 $450
Insurance broker organization code?3
Insurance broker nameYEE NICHOLAS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6594,5,6,7
Policy instance 2
Insurance contract or identification numberVE6594,5,6,7
Number of Individuals Covered49
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $489
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 $424
Insurance broker organization code?3
Insurance broker nameTBS AGENCY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069085
Policy instance 1
Insurance contract or identification numberTT069085
Number of Individuals Covered6758
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6594,5,6,7
Policy instance 2
Insurance contract or identification numberVE6594,5,6,7
Number of Individuals Covered61
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,092
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 numberTT069085
Policy instance 1
Insurance contract or identification numberTT069085
Number of Individuals Covered6299
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 numberTT069085
Policy instance 1
Insurance contract or identification numberTT069085
Number of Individuals Covered5939
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6594,5,6,7
Policy instance 2
Insurance contract or identification numberVE6594,5,6,7
Number of Individuals Covered83
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $800
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 $600
Insurance broker organization code?3
Insurance broker nameFINANCIAL NETWORK INVESTMENT CORP

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