Original filing (PDF)20251014230026NAL0003835089001

GPF LIFE AND HEALTH BENEFITS CO.

Name: GPF LIFE AND HEALTH BENEFITS CO. — GPF LIFE AND HEALTH BENEFITS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: GPF LIFE AND HEALTH BENEFITS CO.

Form 5500

FILING_RECEIVED

GPF LIFE AND HEALTH BENEFITS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

108

Accounts w/ balance

219

Plan assets (EOY)

$141.8M

Net assets (EOY)

$141.8M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GPF LIFE AND HEALTH BENEFITS CO..

Plan sponsor

Name

GPF LIFE AND HEALTH BENEFITS CO.

EIN

94-3183485

Address

220 S KING ST · SUITE 1200 · HONOLULU, HI · 96813

Phone

(808) 591-0088

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $141.8M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	GPF common stock 27,203 shares of common stock	—	—	$24.7M	$141.8M	100.0%

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