Original filing (PDF)20251013182911NAL0000890083001

BISHOP MUSEUM

Name: BISHOP MUSEUM — RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM, Form 5500 (2024)
Creator: BISHOP MUSEUM

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM

Defined-benefit pension plan

Signals · 2

31% in single holding~106 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

How this plan invests

This plan

13 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

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BISHOP MUSEUM.

Plan sponsor

Name

BISHOP MUSEUM

EIN

99-0161980

Address

1525 BERNICE STREET · HONOLULU, HI · 96817

Phone

(808) 848-4125

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

CW ASSOCIATES, CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	20-8764829	—	ADVISOR	$18K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF HAWAII	99-0033900	—	TRUSTEE	$21K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

13 direct securities· $9.8M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Registered Investment Companies iShares Barclays Aggregate Bond Fund	—	—	$3.1M	$3.0M	31.1%
Oakmark Fund-Inv	—	—	$526K	$1.1M	11.3%
Columbia Strategic Income Fund CL S	—	—	$1.0M	$935K	9.6%
AllianceBernstein AB Large Cap Growth Fund-Adv	—	—	$398K	$773K	7.9%