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HAWAII PACIFIC HEALTH 401(K) PLAN 401k Plan overview

Plan NameHAWAII PACIFIC HEALTH 401(K) PLAN
Plan identification number 010

HAWAII PACIFIC HEALTH 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 HAWAII PACIFIC HEALTH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102022-01-01
0102021-01-01
0102020-01-01
0102019-01-01
0102018-01-01
0102017-01-01WAYNE GRAVES
0102016-01-01WAYNE GRAVES
0102015-01-01WAYNE GRAVES
0102014-01-01WAYNE GRAVES
0102013-01-01DELIA KNUDSEN
0102012-01-01DELIA KNUDSEN
0102011-01-01DELIA KNUDSEN
0102010-01-01DELIA KNUDSEN
0102009-01-01DELIA KNUDSEN

Plan Statistics for HAWAII PACIFIC HEALTH 401(K) PLAN

401k plan membership statisitcs for HAWAII PACIFIC HEALTH 401(K) PLAN

Measure Date Value
2022: HAWAII PACIFIC HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01924
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-0139
Number of other retired or separated participants entitled to future benefits2022-01-01877
Total of all active and inactive participants2022-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01921
Number of participants with account balances2022-01-01866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HAWAII PACIFIC HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01967
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-0142
Number of other retired or separated participants entitled to future benefits2021-01-01878
Total of all active and inactive participants2021-01-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01924
Number of participants with account balances2021-01-01924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HAWAII PACIFIC HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,040
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-01942
Total of all active and inactive participants2020-01-01965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01967
Number of participants with account balances2020-01-01967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HAWAII PACIFIC HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,129
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-0150
Number of other retired or separated participants entitled to future benefits2019-01-01979
Total of all active and inactive participants2019-01-011,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-011,040
Number of participants with account balances2019-01-011,040
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HAWAII PACIFIC HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,182
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-0147
Number of other retired or separated participants entitled to future benefits2018-01-011,075
Total of all active and inactive participants2018-01-011,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-011,129
Number of participants with account balances2018-01-011,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HAWAII PACIFIC HEALTH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,293
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-0137
Number of other retired or separated participants entitled to future benefits2017-01-011,139
Total of all active and inactive participants2017-01-011,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,182
Number of participants with account balances2017-01-011,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HAWAII PACIFIC HEALTH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,336
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-0132
Number of other retired or separated participants entitled to future benefits2016-01-011,256
Total of all active and inactive participants2016-01-011,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,293
Number of participants with account balances2016-01-011,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HAWAII PACIFIC HEALTH 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,391
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-0129
Number of other retired or separated participants entitled to future benefits2015-01-011,302
Total of all active and inactive participants2015-01-011,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-011,336
Number of participants with account balances2015-01-011,336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HAWAII PACIFIC HEALTH 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,463
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-0129
Number of other retired or separated participants entitled to future benefits2014-01-011,356
Total of all active and inactive participants2014-01-011,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-011,391
Number of participants with account balances2014-01-011,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HAWAII PACIFIC HEALTH 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,524
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-0128
Number of other retired or separated participants entitled to future benefits2013-01-011,428
Total of all active and inactive participants2013-01-011,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-011,463
Number of participants with account balances2013-01-011,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HAWAII PACIFIC HEALTH 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,591
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-0118
Number of other retired or separated participants entitled to future benefits2012-01-011,497
Total of all active and inactive participants2012-01-011,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-011,524
Number of participants with account balances2012-01-011,524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HAWAII PACIFIC HEALTH 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,667
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-0112
Number of other retired or separated participants entitled to future benefits2011-01-011,569
Total of all active and inactive participants2011-01-011,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-011,591
Number of participants with account balances2011-01-011,591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HAWAII PACIFIC HEALTH 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,743
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-011,648
Total of all active and inactive participants2010-01-011,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-011,667
Number of participants with account balances2010-01-011,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HAWAII PACIFIC HEALTH 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,810
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-0111
Number of other retired or separated participants entitled to future benefits2009-01-011,726
Total of all active and inactive participants2009-01-011,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-011,743
Number of participants with account balances2009-01-011,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HAWAII PACIFIC HEALTH 401(K) PLAN

Measure Date Value
2022 : HAWAII PACIFIC HEALTH 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-19,490,734
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,395,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,267,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$108,138,843
Value of total assets at beginning of year2022-12-31$134,025,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$128,021
Total interest from all sources2022-12-31$10,780
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,869,986
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$4,869,986
Administrative expenses professional fees incurred2022-12-31$128,021
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$0
Participant contributions at end of year2022-12-31$204,436
Participant contributions at beginning of year2022-12-31$264,024
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,722,682
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$9,507,781
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other income not declared elsewhere2022-12-31$-1,671,162
Total non interest bearing cash at end of year2022-12-31$5,172
Total non interest bearing cash at beginning of year2022-12-31$4,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,886,159
Value of net assets at end of year (total assets less liabilities)2022-12-31$108,138,843
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$134,025,002
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$85,458,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$109,906,699
Interest on participant loans2022-12-31$10,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,747,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,342,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-22,700,338
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,267,404
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2022-12-31346565596
2021 : HAWAII PACIFIC HEALTH 401(K) 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$17,712,220
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,754,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,614,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$134,025,002
Value of total assets at beginning of year2021-12-31$123,067,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$139,969
Total interest from all sources2021-12-31$380,334
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,364,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,364,479
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
Participant contributions at end of year2021-12-31$264,024
Participant contributions at beginning of year2021-12-31$297,581
Assets. Other investments not covered elsewhere at end of year2021-12-31$9,507,781
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,364,417
Other income not declared elsewhere2021-12-31$1,511,111
Administrative expenses (other) incurred2021-12-31$36,759
Total non interest bearing cash at end of year2021-12-31$4,393
Total non interest bearing cash at beginning of year2021-12-31$5,630
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$10,957,677
Value of net assets at end of year (total assets less liabilities)2021-12-31$134,025,002
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$123,067,325
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$103,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$109,906,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$99,561,184
Interest on participant loans2021-12-31$14,980
Interest earned on other investments2021-12-31$365,354
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$14,342,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,838,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,456,296
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,614,574
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 : HAWAII PACIFIC HEALTH 401(K) 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$14,691,973
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,471,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,358,378
Expenses. Certain deemed distributions of participant loans2020-12-31$6,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$123,067,325
Value of total assets at beginning of year2020-12-31$117,846,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$106,655
Total interest from all sources2020-12-31$361,298
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,224,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,224,314
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$297,581
Participant contributions at beginning of year2020-12-31$269,122
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,364,417
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$10,520,744
Other income not declared elsewhere2020-12-31$1,086,488
Administrative expenses (other) incurred2020-12-31$70,326
Total non interest bearing cash at end of year2020-12-31$5,630
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$5,220,898
Value of net assets at end of year (total assets less liabilities)2020-12-31$123,067,325
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$117,846,427
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$36,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$99,561,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$94,837,916
Interest on participant loans2020-12-31$14,442
Interest earned on other investments2020-12-31$346,856
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$13,838,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,218,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,019,873
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,358,378
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 : HAWAII PACIFIC HEALTH 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$21,355,657
Total of all expenses incurred2019-12-31$7,482,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,366,795
Expenses. Certain deemed distributions of participant loans2019-12-31$3,507
Value of total assets at end of year2019-12-31$117,846,427
Value of total assets at beginning of year2019-12-31$103,972,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$111,714
Total interest from all sources2019-12-31$338,651
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,857,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,857,548
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
Participant contributions at end of year2019-12-31$269,122
Participant contributions at beginning of year2019-12-31$329,262
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,520,744
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,400,081
Other income not declared elsewhere2019-12-31$1,801,838
Administrative expenses (other) incurred2019-12-31$84,063
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$13,873,641
Value of net assets at end of year (total assets less liabilities)2019-12-31$117,846,427
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$103,972,786
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$27,651
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$94,837,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$83,744,909
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$15,372
Interest earned on other investments2019-12-31$323,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,218,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,498,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,357,620
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,366,795
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2019-12-31346565596
2018 : HAWAII PACIFIC HEALTH 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-4,360,431
Total of all expenses incurred2018-12-31$9,764,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,615,028
Value of total assets at end of year2018-12-31$103,972,786
Value of total assets at beginning of year2018-12-31$118,097,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$149,553
Total interest from all sources2018-12-31$57,211
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,713,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,713,339
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
Participant contributions at end of year2018-12-31$329,262
Participant contributions at beginning of year2018-12-31$231,770
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,400,081
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,535,206
Other income not declared elsewhere2018-12-31$-558,572
Administrative expenses (other) incurred2018-12-31$122,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,125,012
Value of net assets at end of year (total assets less liabilities)2018-12-31$103,972,786
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$118,097,798
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$27,123
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$83,744,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$97,656,454
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,630,912
Interest on participant loans2018-12-31$12,708
Interest earned on other investments2018-12-31$44,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,498,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$43,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,797,447
Net investment gain/loss from pooled separate accounts2018-12-31$225,038
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,615,028
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 : HAWAII PACIFIC HEALTH 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$16,455,695
Total of all expenses incurred2017-12-31$8,122,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,900,162
Expenses. Certain deemed distributions of participant loans2017-12-31$51,524
Value of total assets at end of year2017-12-31$118,097,798
Value of total assets at beginning of year2017-12-31$109,764,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$170,347
Total interest from all sources2017-12-31$14,025
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,624,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,624,134
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
Participant contributions at end of year2017-12-31$231,770
Participant contributions at beginning of year2017-12-31$402,490
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,535,206
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,902,995
Other income not declared elsewhere2017-12-31$1,270,860
Administrative expenses (other) incurred2017-12-31$143,821
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$8,333,662
Value of net assets at end of year (total assets less liabilities)2017-12-31$118,097,798
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$109,764,136
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$26,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$97,656,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$89,961,708
Value of interest in pooled separate accounts at end of year2017-12-31$10,630,912
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,459,648
Interest on participant loans2017-12-31$14,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$43,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$37,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,274,035
Net investment gain/loss from pooled separate accounts2017-12-31$272,641
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,900,162
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 : HAWAII PACIFIC HEALTH 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$8,320,541
Total of all expenses incurred2016-12-31$5,548,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,328,610
Expenses. Certain deemed distributions of participant loans2016-12-31$38,748
Value of total assets at end of year2016-12-31$109,764,136
Value of total assets at beginning of year2016-12-31$106,992,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$181,506
Total interest from all sources2016-12-31$18,713
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,620,352
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$1,620,352
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
Participant contributions at end of year2016-12-31$402,490
Participant contributions at beginning of year2016-12-31$420,362
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,902,995
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,317,474
Other income not declared elsewhere2016-12-31$634,895
Administrative expenses (other) incurred2016-12-31$155,506
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$2,771,677
Value of net assets at end of year (total assets less liabilities)2016-12-31$109,764,136
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$106,992,459
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$26,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$89,961,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$87,461,931
Value of interest in pooled separate accounts at end of year2016-12-31$11,459,648
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,722,775
Interest on participant loans2016-12-31$18,654
Interest earned on other investments2016-12-31$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$37,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$69,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,764,571
Net investment gain/loss from pooled separate accounts2016-12-31$282,010
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,328,610
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2016-12-31346565596
2015 : HAWAII PACIFIC HEALTH 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$-225,786
Total of all expenses incurred2015-12-31$6,503,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,282,584
Expenses. Certain deemed distributions of participant loans2015-12-31$7,692
Value of total assets at end of year2015-12-31$106,992,459
Value of total assets at beginning of year2015-12-31$113,721,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$212,750
Total interest from all sources2015-12-31$21,173
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,395,006
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$1,395,006
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
Participant contributions at end of year2015-12-31$420,362
Participant contributions at beginning of year2015-12-31$503,949
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,317,474
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,403,344
Other income not declared elsewhere2015-12-31$-295,211
Administrative expenses (other) incurred2015-12-31$196,452
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$58,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,728,812
Value of net assets at end of year (total assets less liabilities)2015-12-31$106,992,459
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$113,721,271
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$16,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$87,461,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$93,531,723
Value of interest in pooled separate accounts at end of year2015-12-31$11,722,775
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,195,401
Interest on participant loans2015-12-31$20,965
Interest earned on other investments2015-12-31$208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$69,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$28,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,624,917
Net investment gain/loss from pooled separate accounts2015-12-31$278,163
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,282,584
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 : HAWAII PACIFIC HEALTH 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$7,625,514
Total of all expenses incurred2014-12-31$8,567,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,348,237
Expenses. Certain deemed distributions of participant loans2014-12-31$7,817
Value of total assets at end of year2014-12-31$113,721,271
Value of total assets at beginning of year2014-12-31$114,663,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$211,743
Total interest from all sources2014-12-31$27,464
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,554,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,554,450
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
Participant contributions at end of year2014-12-31$503,949
Participant contributions at beginning of year2014-12-31$518,497
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,403,344
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$7,641,754
Other income not declared elsewhere2014-12-31$594,951
Administrative expenses (other) incurred2014-12-31$197,585
Total non interest bearing cash at end of year2014-12-31$58,286
Total non interest bearing cash at beginning of year2014-12-31$143,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-942,283
Value of net assets at end of year (total assets less liabilities)2014-12-31$113,721,271
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$114,663,554
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$14,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$93,531,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$95,057,701
Value of interest in pooled separate accounts at end of year2014-12-31$11,195,401
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,274,328
Interest on participant loans2014-12-31$27,182
Interest earned on other investments2014-12-31$282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$28,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$28,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,034,665
Net investment gain/loss from pooled separate accounts2014-12-31$413,984
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,348,237
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 : HAWAII PACIFIC HEALTH 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$18,197,924
Total of all expenses incurred2013-12-31$4,767,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,531,672
Expenses. Certain deemed distributions of participant loans2013-12-31$4,858
Value of total assets at end of year2013-12-31$114,663,554
Value of total assets at beginning of year2013-12-31$101,233,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$231,396
Total interest from all sources2013-12-31$29,913
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,424,364
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$1,424,364
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
Participant contributions at end of year2013-12-31$518,497
Participant contributions at beginning of year2013-12-31$522,220
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,641,754
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$6,587,328
Other income not declared elsewhere2013-12-31$1,228,502
Administrative expenses (other) incurred2013-12-31$231,361
Total non interest bearing cash at end of year2013-12-31$143,044
Total non interest bearing cash at beginning of year2013-12-31$16,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,429,998
Value of net assets at end of year (total assets less liabilities)2013-12-31$114,663,554
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$101,233,556
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$35
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$95,057,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$81,871,044
Value of interest in pooled separate accounts at end of year2013-12-31$11,274,328
Value of interest in pooled separate accounts at beginning of year2013-12-31$12,208,069
Interest on participant loans2013-12-31$29,634
Interest earned on other investments2013-12-31$279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$28,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$27,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,584,115
Net investment gain/loss from pooled separate accounts2013-12-31$-68,970
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,531,672
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 : HAWAII PACIFIC HEALTH 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$12,475,286
Total of all expenses incurred2012-12-31$6,405,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,333,287
Expenses. Certain deemed distributions of participant loans2012-12-31$21,358
Value of total assets at end of year2012-12-31$101,233,556
Value of total assets at beginning of year2012-12-31$95,163,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$50,492
Total interest from all sources2012-12-31$29,944
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,008,313
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$2,008,313
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
Participant contributions at end of year2012-12-31$522,220
Participant contributions at beginning of year2012-12-31$647,822
Assets. Other investments not covered elsewhere at end of year2012-12-31$6,587,328
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,587,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,158
Other income not declared elsewhere2012-12-31$609,685
Administrative expenses (other) incurred2012-12-31$4,594
Total non interest bearing cash at end of year2012-12-31$16,944
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$6,070,149
Value of net assets at end of year (total assets less liabilities)2012-12-31$101,233,556
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$95,163,407
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$45,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$81,871,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$76,431,189
Value of interest in pooled separate accounts at end of year2012-12-31$12,208,069
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,465,230
Interest on participant loans2012-12-31$29,799
Interest earned on other investments2012-12-31$145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$27,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$30,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,285,275
Net investment gain/loss from pooled separate accounts2012-12-31$542,069
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,333,287
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : HAWAII PACIFIC HEALTH 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$-1,284,958
Total of all expenses incurred2011-12-31$4,558,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,511,667
Expenses. Certain deemed distributions of participant loans2011-12-31$17,859
Value of total assets at end of year2011-12-31$95,163,407
Value of total assets at beginning of year2011-12-31$101,007,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,268
Total interest from all sources2011-12-31$37,563
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,594,089
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$1,594,089
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
Participant contributions at end of year2011-12-31$647,822
Participant contributions at beginning of year2011-12-31$787,611
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,587,006
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$5,619,455
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,136
Other income not declared elsewhere2011-12-31$-298,112
Administrative expenses (other) incurred2011-12-31$3,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,843,752
Value of net assets at end of year (total assets less liabilities)2011-12-31$95,163,407
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$101,007,159
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$25,828
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$76,431,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$82,118,336
Value of interest in pooled separate accounts at end of year2011-12-31$12,465,230
Value of interest in pooled separate accounts at beginning of year2011-12-31$12,423,015
Interest on participant loans2011-12-31$37,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$30,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$56,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,108,829
Net investment gain/loss from pooled separate accounts2011-12-31$490,331
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,511,667
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 : HAWAII PACIFIC HEALTH 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$10,400,857
Total of all expenses incurred2010-12-31$5,615,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,450,158
Expenses. Certain deemed distributions of participant loans2010-12-31$162,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,625
Value of total assets at end of year2010-12-31$101,007,159
Value of total assets at beginning of year2010-12-31$96,221,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,357
Total interest from all sources2010-12-31$59,882
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,938,366
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$1,938,366
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
Participant contributions at end of year2010-12-31$787,611
Participant contributions at beginning of year2010-12-31$1,139,627
Assets. Other investments not covered elsewhere at end of year2010-12-31$5,619,455
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$5,385,907
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,625
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,136
Other income not declared elsewhere2010-12-31$586,102
Administrative expenses (other) incurred2010-12-31$3,220
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$4,785,298
Value of net assets at end of year (total assets less liabilities)2010-12-31$101,007,159
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$96,221,861
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$137
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$82,118,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$77,625,705
Value of interest in pooled separate accounts at end of year2010-12-31$12,423,015
Value of interest in pooled separate accounts at beginning of year2010-12-31$12,014,239
Interest on participant loans2010-12-31$59,812
Interest earned on other investments2010-12-31$70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$56,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$56,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,379,130
Net investment gain/loss from pooled separate accounts2010-12-31$427,752
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,450,158
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 : HAWAII PACIFIC HEALTH 401(K) 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 HAWAII PACIFIC HEALTH 401(K) PLAN

2022: HAWAII PACIFIC HEALTH 401(K) 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: HAWAII PACIFIC HEALTH 401(K) 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: HAWAII PACIFIC HEALTH 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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: HAWAII PACIFIC HEALTH 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HAWAII PACIFIC HEALTH 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HAWAII PACIFIC HEALTH 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HAWAII PACIFIC HEALTH 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HAWAII PACIFIC HEALTH 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAWAII PACIFIC HEALTH 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAWAII PACIFIC HEALTH 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAWAII PACIFIC HEALTH 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAWAII PACIFIC HEALTH 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HAWAII PACIFIC HEALTH 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HAWAII PACIFIC HEALTH 401(K) 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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080213
Policy instance 1
Insurance contract or identification numberTT080213
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
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 numberTT080213
Policy instance 1
Insurance contract or identification numberTT080213
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?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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberT080213
Policy instance 2
Insurance contract or identification numberT080213
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080213
Policy instance 1
Insurance contract or identification numberTT080213
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080213
Policy instance 2
Insurance contract or identification numberTT080213
Number of Individuals Covered1040
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080213
Policy instance 1
Insurance contract or identification numberTT080213
Number of Individuals Covered1040
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080213
Policy instance 1
Insurance contract or identification numberTT080213
Number of Individuals Covered1129
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080213
Policy instance 2
Insurance contract or identification numberTT080213
Number of Individuals Covered1129
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080213
Policy instance 1
Insurance contract or identification numberTT080213
Number of Individuals Covered1182
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 numberTT080213
Policy instance 1
Insurance contract or identification numberTT080213
Number of Individuals Covered1336
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080213
Policy instance 1
Insurance contract or identification numberTT080213
Number of Individuals Covered1391
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080213
Policy instance 1
Insurance contract or identification numberTT080213
Number of Individuals Covered1463
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080213
Policy instance 1
Insurance contract or identification numberTT080213
Number of Individuals Covered1524
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080213
Policy instance 1
Insurance contract or identification numberTT080213
Number of Individuals Covered1591
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 numberTT080213
Policy instance 1
Insurance contract or identification numberTT080213
Number of Individuals Covered1667
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

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