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Original filing (PDF)20251015112156NAL0002318419001
HAWAI'I PACIFIC HEALTH
Form 5500
FILING_RECEIVED
HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN
403(b) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
7,654
Accounts w/ balance
10,093
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 11 bps in Schedule C fees — 120% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWAI'I PACIFIC HEALTH.
Plan sponsor
Name
HAWAI'I PACIFIC HEALTH
EIN
99-0246363
Address
55 MERCHANT STREET · HONOLULU, HI · 96813
Phone
(808) 535-7552
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $1.0M | — |
| MOSAIC PACIFICINVESTMENT ADVISOR | 46-3499420 | — | NONE | $354K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | NONE | $235K | — |
| BRINKER CAPITAL INVESTMENTS LLC | 32-0070947 | — | NONE | $12K | — |
| LEE FINANCIAL GROUPHAWAII INC | 99-0263125 | — | NONE | $12K | — |
| THE RETIREMENTPLANNING GROUP | 92-3463660 | — | NONE | $9K | — |
| LITMAN GREGORY WEALTH MGMT | 68-0362255 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $5K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $86 | — |
Investments
32 direct securities · 1 pooled fund· $117.7M(8% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$117.4M
32 holdings
Pooled Separate Account
$290K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pioneer Fundamental Growth A 526,506 shares | — | — | $527K | $18.2M | 1.2% | |
| Fidelity 500 Index 84,181 shares | — | — | $84K | $17.2M | 1.1% | |
| Metropolitan West Total Return Bond Admin 1,203,453 shares | — | — | $1.2M | $10.7M | 0.7% | |
| Dodge & Cox Stock 40,200 shares | — | — | $40K | $10.3M | 0.7% | |
| NYL Guaranteed Interest Account 10,129,878 shares | — | — | $10.1M | $10.1M | 0.7% | |
| Charles Schwab Institutional – Personal Choice 9,823,033 shares | — | — | $9.8M | $9.8M | 0.6% | |
| Retirement 2025 Advisor share class 307,439 shares | — | — | $307K | $5.1M | 0.3% | |
| Baron Small Cap Retail 165,885 shares | — | — | $166K | $5.0M | 0.3% | |
| Retirement 2010 Advisor share class 270,055 shares | — | — | $270K | $4.1M | 0.3% | |
| Artisan International Value Fund 79,008 shares | — | — | $79K | $3.7M | 0.2% | |
| American Funds Inflation Linked 300,855 shares | — | — | $301K | $2.8M | 0.2% | |
| Retirement 2030 Advisor share class 86,984 shares | — | — | $87K | $2.2M | 0.1% | |
| Retirement 2015 Advisor share class 170,069 shares | — | — | $170K | $2.1M | 0.1% | |
| Retirement 2035 Advisor share class 90,831 shares | — | — | $91K | $1.9M | 0.1% | |
| Columbia Fds Ser Tr Small Cap Val II 125,860 shares | — | — | $126K | $1.8M | 0.1% | |
| Vanguard Total International Stock Index Instl 12,889 shares | — | — | $13K | $1.6M | 0.1% | |
| Fidelity Extended Market Index Instl Prem 17,747 shares | — | — | $18K | $1.6M | 0.1% | |
| Retirement 2020 Advisor share class 81,796 shares | — | — | $82K | $1.5M | <0.1% | |
| Retirement Balanced 87,599 shares | — | — | $88K | $1.2M | <0.1% | |
| John Hancock Disciplined Value Mid Cap I 43,021 shares | — | — | $43K | $1.1M | <0.1% | |
| Parnassus Core Equity Investor 18,230 shares | — | — | $18K | $1.1M | <0.1% | |
| BrandywineGLOBAL High Yield I 103,868 shares | — | — | $104K | $1.1M | <0.1% | |
| Invesco Developing Markets RS 17,696 shares | — | — | $18K | $685K | <0.1% | |
| Retirement 2040 Advisor share class 19,118 shares | — | — | $19K | $584K | <0.1% | |
| Janus Henderson Enterprise FD T 3,749 shares | — | — | $4K | $522K | <0.1% | |
| Cohen & Steers Realty Shares 4,951 shares | — | — | $5K | $326K | <0.1% | |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $290K | <0.1% | |
| Retirement 2005 Advisor share class 18,621 shares | — | — | $19K | $223K | <0.1% | |
| Hartford World Bond R6 21,249 shares | — | — | $21K | $214K | <0.1% | |
| Pioneer Strategic Income Y 22,394 shares | — | — | $22K | $211K | <0.1% | |
| Retirement 2045 Advisor share class 8,559 shares | — | — | $9K | $191K | <0.1% | |
| Retirement Account* Participant loans Participant loans with interest rates of 4.25% to 13.83% 177,475 shares | — | — | $177K | $177K | <0.1% | |
| Retirement 2065 Advisor share class 4,261 shares | — | — | $4K | $55K | <0.1% |