How big is Hawai'i Pacific Health's plan?

Hawai'i Pacific Health's plan reported $117.5M in assets for 2024.

Original filing (PDF)20251015112256NAL0006091184001

Hawai'i Pacific Health

Name: Hawai'i Pacific Health — Hawai'i Pacific Health, Form 5500 (2024)
Creator: Hawai'i Pacific Health
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hawai'i Pacific Health 401(k) Plan

401(k) retirement plan · Hawai'i Pacific Health's Hawai'i Pacific Health 401(k) Plan reported $117.5M in plan assets in 2024.

Active participants

Accounts w/ balance

728

Plan assets (EOY)

$117.5M

Net assets (EOY)

$117.5M

Plan identifiers

Hawai'i Pacific Health's EIN is 99-0246363.

EIN 99-0246363

Plan number 010

Plan year 2024

ACK ID 20251015112256NAL0006091184001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hawai'i Pacific Health from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hawai'i Pacific Health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

HAWAI'I PACIFIC HEALTH

EIN

all filings

Address

55 MERCHANT STREET · HONOLULU, HI · 96813

Phone

(808) 535-7552

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MOSAIC PACIFIC INVESTMENT ADVISOR	46-3499420	—	NONE	$9K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLIMAN, INC.	91-0675641	—	NONE	$89K	—
MORGAN STANLEY

Investments

32 direct securities· $117.4M(100% of reported assets)

Other securities

$72.7M

23 holdings

Mutual Funds

$27.4M

7 holdings

Common Collective Trusts

$17.2M

1 holding

Bonds / Notes

$177K

1 holding

					% of plan
Pioneer Fundamental Growth A 526,506 shares	Other securities	—	$527K	$18.2M	15.5%
Fidelity 500 Index 84,181 shares	Common Collective Trusts	—	$84K	$17.2M	14.6%
Metropolitan West Total Return Bond Admin 1,203,453 shares	Other securities	—	$1.2M	$10.7M	9.1%
Dodge & Cox Stock 40,200 shares	Mutual Funds	—	$40K	$10.3M	8.8%
NYL Guaranteed Interest Account 10,129,878 shares	Other securities	—	$10.1M	$10.1M	8.6%
Charles Schwab Institutional – Personal Choice 9,823,033 shares	Mutual Funds	—	$9.8M	$9.8M	8.4%
Retirement 2025 Advisor share class 307,439 shares	Other securities	—	$307K	$5.1M	4.3%
Baron Small Cap Retail 165,885 shares	Other securities	—	$166K	$5.0M	4.3%
Retirement 2010 Advisor share class 270,055 shares	Other securities	—	$270K	$4.1M	3.5%
Artisan International Value Fund 79,008 shares	Other securities	—	$79K	$3.7M	3.2%
American Funds Inflation Linked 300,855 shares	Mutual Funds	—	$301K	$2.8M	2.3%
Retirement 2030 Advisor share class 86,984 shares	Other securities	—	$87K	$2.2M	1.9%
Retirement 2015 Advisor share class 170,069 shares	Other securities	—	$170K	$2.1M	1.8%
Retirement 2035 Advisor share class 90,831 shares	Other securities	—	$91K	$1.9M	1.6%
Columbia Fds Ser Tr Small Cap Val II 125,860 shares	Other securities	—	$126K	$1.8M	1.5%
Vanguard Total International Stock Index Instl 12,889 shares	Mutual Funds	—	$13K	$1.6M	1.4%
Fidelity Extended Market Index Instl Prem 17,747 shares	Mutual Funds	—	$18K	$1.6M	1.4%
Retirement 2020 Advisor share class 81,796 shares	Other securities	—	$82K	$1.5M	1.3%
Retirement Balanced 87,599 shares	Other securities	—	$88K	$1.2M	1.0%
John Hancock Disciplined Value Mid Cap I 43,021 shares	Other securities	—	$43K	$1.1M	0.9%
Parnassus Core Equity Investor 18,230 shares	Other securities	—	$18K	$1.1M	0.9%
BrandywineGLOBAL High Yield I 103,868 shares	Other securities	—	$104K	$1.1M	0.9%
Invesco Developing Markets RS 17,696 shares	Mutual Funds	—	$18K	$685K	0.6%
Retirement 2040 Advisor share class 19,118 shares	Other securities	—	$19K	$584K	0.5%
Janus Henderson Enterprise FD T 3,749 shares	Mutual Funds	—	$4K	$522K	0.4%
Cohen & Steers Realty Shares 4,951 shares	Other securities	—	$5K	$326K	0.3%
Retirement 2005 Advisor share class 18,621 shares	Other securities	—	$19K	$223K	0.2%
Hartford World Bond R6 21,249 shares	Other securities	—	$21K	$214K	0.2%
Pioneer Strategic Income Y 22,394 shares	Other securities	—	$22K	$211K	0.2%
Retirement 2045 Advisor share class 8,559 shares	Other securities	—	$9K	$191K	0.2%
Retirement Account* Participant loans Participant loans with interest rates of 4.25% to 13.83% 177,475 shares	Bonds / Notes	—	$177K	$177K	0.2%
Retirement 2065 Advisor share class 4,261 shares	Other securities	—	$4K	$55K	<0.1%