Original filing (PDF)20250519220228NAL0000824513002

ISLAND ORTHOPAEDICS, LLC

Name: ISLAND ORTHOPAEDICS, LLC — ISLAND ORTHOPAEDICS, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: ISLAND ORTHOPAEDICS, LLC

Form 5500-SF

FILING_RECEIVED

ISLAND ORTHOPAEDICS, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ISLAND ORTHOPAEDICS, LLC.

Plan sponsor

Name

ISLAND ORTHOPAEDICS, LLC

EIN

45-0656400

Address

3382 WAIALAE AVE · HONOLULU, HI · 96816

Phone

(808) 548-7033

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

URBANA GI ENDOSCOPY CENTER, LLC

URBANA GI ENDOSCOPY CENTER, LLC 401(K) PROFIT SHARING PLAN

$4.2M · 16 participants

ADVANCED GASTROENTEROLOGY ASSOCIATES, LLC

ADVANCED GASTROENTEROLOGY ASSOCIATES, LLC 401(K) PLAN

$4.2M · 10 participants

FRIENDS MEDICAL GROUP

FRIENDS MEDICAL GROUP CASH BALANCE PENSION PLAN & TRUST

$4.2M · 11 participants

GENESIS ORTHOPEDICS & SPORTS MEDICINE, LLC

GENESIS ORTHOPEDICS & SPORTS MEDICINE, LLC EMPLOYEES' SAVINGS PLAN

$4.2M · 25 participants