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Original filing (PDF)20240401150028NAL0017456722001
WAHIAWA HOSPITAL ASSOCIATION
Form 5500
FILING_RECEIVED
WAHIAWA GENERAL HOSPITAL RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
Late filing · 34.5 mo
Active participants
432
Accounts w/ balance
669
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
Plan health score (directional)
88
/ 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
75
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 34.5 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAHIAWA HOSPITAL ASSOCIATION.
Plan sponsor
Name
WAHIAWA HOSPITAL ASSOCIATION
EIN
99-0269825
Address
128 LEHUA STREET · WAHIAWA, HI · 96786
Phone
(808) 621-4204
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2019-07-01
Tax period
2020-06-30
Filed
2024-04-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KMH LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METLIFE LIFE INSURANCE COMPANY | — | CHARLOTTE, NC | RECORDKEEPER | $52K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.