Original filing (PDF)20250423150944NAL0010128320001

BRIGHAM YOUNG UNIVERSITY HAWAII

Name: BRIGHAM YOUNG UNIVERSITY HAWAII — BRIGHAM YOUNG UNIVERSITY HAWAII TAX-DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: BRIGHAM YOUNG UNIVERSITY HAWAII

Form 5500-SF

FILING_RECEIVED

BRIGHAM YOUNG UNIVERSITY HAWAII TAX-DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIGHAM YOUNG UNIVERSITY HAWAII.

Plan sponsor

Name

BRIGHAM YOUNG UNIVERSITY HAWAII

EIN

99-0083825

Address

HUMAN RESOURCES · 55-220 KULANUI STREET #1969 · LAIE, HI · 96762

Phone

(808) 675-4845

Industry

Educational Servicessee 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

2025-04-23

Pension benefit codes

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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

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