Original filing (PDF)20251014105928NAL0003726688004

HAWAII MEDICAL SERVICE ASSOCIATION

Name: HAWAII MEDICAL SERVICE ASSOCIATION — HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN, Form 5500 (2024)
Creator: HAWAII MEDICAL SERVICE ASSOCIATION

Form 5500

FILING_RECEIVED

HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN

Health & welfare plan

Signals · 1

97% in single holding

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$60.8M

Net assets (EOY)

$60.4M

How this plan invests

This plan

6 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWAII MEDICAL SERVICE ASSOCIATION.

Plan sponsor

Name

HAWAII MEDICAL SERVICE ASSOCIATION

EIN

99-0040115

Address

818 KEEAUMOKU STREET · HONOLULU, HI · 96814

Phone

(808) 948-5689

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

505

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

4Q · Other

Audit & trust (Schedule H)

Auditor

ACCUITY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF HAWAII	99-0033900	HONOLULU, HI	ASSET CUSTODIAN	$101K	—

Investments

6 direct securities· $60.2M(99% of reported assets)

Uncategorized

$59.5M

5 holdings

Mutual Funds

$653K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Trust-owned group life insurance Empower Annuity Insurance Company of America Individual Flexible Premium 1 group contract Variable Universal Life (31 lives covered)	—	—	$16.4M	$58.1M	95.6%
	Vanguard Institutional Index Fund 1,364 units	Mutual Funds	—	$220K	$653K	1.1%

Related plans

Other plans using BANK OF HAWAII

HAWAII CARPENTERS FINANCIAL SECURITY FUND

$662.3M · 4,242 participants

HAWAII PACIFIC HEALTH

HAWAII PACIFIC HEALTH RETIREMENT PLAN

$430.1M · 5,817 participants

BOARD OF TRUSTEES OF MASONS PENSION TRUST FUND

MASONS PENSION PLAN

$284.2M · 1,248 participants

BOARD OF TRUSTEES OF HAWAII IRON WORKERS PENSION TRUST FUND

HAWAII IRON WORKERS' PENSION PLAN

$175.8M · 649 participants

HAWAII LABORERS' HEALTH & WELFARE FUND