John Banta signed Hawaii Medical Service Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hawaii Medical Service Association's EIN is 99-0040115.
Download the official 2024 Form 5500 (PDF) for Hawaii Medical Service Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hawaii Medical Service Association's plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT, INC. | 04-2955404 | — | INVESTMENT MGMT. | $58K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CF METWEST TOTAL RETURN BOND CLASSC SEI TRUST CO. · EIN 26-6399613 / PN 001 | Common Collective Trust | — | $78.1M | $75.5M | 32.5% | |
| CF FIAM CORE PLUS COMMINGLED POOL F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO. · EIN 20-2159373 / PN 001 | Common Collective Trust | — | $74.6M | $75.4M | 32.4% | |
| CF Income & Research Management Long Government Credit Fund 1,934,552 units | Other securities | — | $27.9M | $23.0M | 9.9% | |
| CF EQUITY FUND APL - IR&M LONG GOVT INCOME RESEARCH & MANAGEMENT · EIN 27-4823991 / PN 001 | Common Collective Trust | — | — | $23.0M | 9.9% | |
| MFB NT COLLECTIVE S&P500 INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | $10.7M | $21.1M | 9.1% | |
| PurchasePrice (A) | Other securities | — | — | $12.1M | 5.2% | |
| NTGI COLLECTIVE GOVT SHORT TERM INV NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068 | Common Collective Trust | — | $11.8M | $11.8M | 5.1% | |
| CF MARATON-LONDON EX US NORTHERN TRUST INVESTMENTS, INC. · EIN 90-6169542 / PN 013 | Common Collective Trust | — | $9.3M | $9.5M | 4.1% | |
| CF ARROWSTREET INTNATL EQU AWCI EX GLOBAL TRUST COMPANY · EIN 61-6553401 / PN 004 | Common Collective Trust | — | $7.6M | $8.6M | 3.7% | |
| CF AB US SMALL MID CAP CORE WILMINGTON TRUST, NA · EIN 38-4126249 / PN 533 | Common Collective Trust | — | $3.1M | $3.5M | 1.5% | |
| CF WTC-CIF II SMID CAP RESEARCH EQU WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 151 | Common Collective Trust | — | $2.8M | $3.5M | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
