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HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 401k Plan overview

Plan NameHAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN
Plan identification number 505

HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

HAWAII MEDICAL SERVICE ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:HAWAII MEDICAL SERVICE ASSOCIATION
Employer identification number (EIN):990040115
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052022-01-01
5052021-01-01
5052020-01-01
5052019-01-01
5052018-01-01
5052017-01-01JANNA NAKAGAWA
5052016-01-01JANNA NAKAGAWA
5052015-01-01JANNA NAKAGAWA
5052014-01-01JANNA NAKAGAWA
5052013-01-01JANNA NAKAGAWA JANNA NAKAGAWA2014-09-30
5052012-01-01JANNA NAKAGAWA
5052011-01-01JANNA NAKAGAWA
5052010-01-01JANNA NAKAGAWA
5052009-01-01JANNA NAKAGAWA

Plan Statistics for HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN

401k plan membership statisitcs for HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN

Measure Date Value
2022: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01515
Number of retired or separated participants receiving benefits2022-01-01445
Total of all active and inactive participants2022-01-01445
2021: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01424
Number of retired or separated participants receiving benefits2021-01-01445
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01515
Total participants2021-01-01515
2020: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01403
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01407
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01478
Total participants2020-01-01478
2019: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01423
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01433
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01506
Total participants2019-01-01506
2018: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01391
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-01416
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01484
Total participants2018-01-01484
2017: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01374
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01386
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-01449
2016: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01350
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01368
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-01437
2015: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01338
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01344
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-01415
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01339
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01369
Number of other retired or separated participants entitled to future benefits2014-01-0158
Total of all active and inactive participants2014-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-01435
2013: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01305
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-01318
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01361
2012: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01438
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-01472
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-01479
2011: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01386
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-01430
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01430
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-010
2010: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01354
Number of retired or separated participants receiving benefits2010-01-01376
Total of all active and inactive participants2010-01-01376
Total participants2010-01-01376
2009: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01319
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-01341
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01341

Financial Data on HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN

Measure Date Value
2022 : HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-15,478,883
Total unrealized appreciation/depreciation of assets2022-12-31$-15,478,883
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$978,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,671,769
Total income from all sources (including contributions)2022-12-31$-14,163,305
Total loss/gain on sale of assets2022-12-31$-148,020
Total of all expenses incurred2022-12-31$3,110,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,012,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$862,275
Value of total assets at end of year2022-12-31$50,798,677
Value of total assets at beginning of year2022-12-31$68,765,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$97,780
Total interest from all sources2022-12-31$3,028
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$142,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$142,942
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$862,275
Assets. Other investments not covered elsewhere at end of year2022-12-31$46,163,680
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$60,240,029
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$724,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$266,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$978,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,671,769
Other income not declared elsewhere2022-12-31$455,353
Administrative expenses (other) incurred2022-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-17,273,679
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,820,453
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$67,094,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$97,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,766,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,074,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$143,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$185,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$185,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,028
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,012,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,900,000
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,048,020
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ACCUITY LLP
Accountancy firm EIN2022-12-31205325889
2021 : HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$7,739,476
Total unrealized appreciation/depreciation of assets2021-12-31$7,739,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,671,769
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,253,225
Total income from all sources (including contributions)2021-12-31$8,460,152
Total loss/gain on sale of assets2021-12-31$488,278
Total of all expenses incurred2021-12-31$2,580,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,034,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$68,765,901
Value of total assets at beginning of year2021-12-31$63,467,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$545,164
Total interest from all sources2021-12-31$230
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$232,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$232,168
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$60,240,029
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$53,651,063
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$266,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$133,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,671,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,253,225
Administrative expenses (other) incurred2021-12-31$434,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,879,991
Value of net assets at end of year (total assets less liabilities)2021-12-31$67,094,132
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$61,214,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$111,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,074,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,503,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$185,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$178,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$178,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$230
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,034,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$3,300,000
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,811,722
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ACCUITY LLP
Accountancy firm EIN2021-12-31205325889
2020 : HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$11,614,194
Total unrealized appreciation/depreciation of assets2020-12-31$11,614,194
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,253,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,427,042
Total income from all sources (including contributions)2020-12-31$11,795,939
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,285,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,829,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$63,467,366
Value of total assets at beginning of year2020-12-31$53,130,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$456,034
Total interest from all sources2020-12-31$6,157
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$175,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$175,588
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$53,651,063
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$43,254,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$133,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,720,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,253,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,427,042
Administrative expenses (other) incurred2020-12-31$368,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,510,904
Value of net assets at end of year (total assets less liabilities)2020-12-31$61,214,141
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,703,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$87,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,503,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,110,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$178,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$44,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$44,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,157
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,829,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ACCUITY LLP
Accountancy firm EIN2020-12-31205325889
2019 : HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$10,602,478
Total unrealized appreciation/depreciation of assets2019-12-31$10,602,478
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,427,042
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,025,763
Total income from all sources (including contributions)2019-12-31$11,495,592
Total loss/gain on sale of assets2019-12-31$272,650
Total of all expenses incurred2019-12-31$1,714,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,132,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$53,130,279
Value of total assets at beginning of year2019-12-31$42,947,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$581,223
Total interest from all sources2019-12-31$80,105
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$187,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$187,505
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$43,254,400
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$35,557,128
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,720,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,427,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,025,763
Other income not declared elsewhere2019-12-31$352,854
Administrative expenses (other) incurred2019-12-31$497,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,781,469
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,703,237
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,921,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$83,309
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,110,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,333,705
Interest earned on other investments2019-12-31$79,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$44,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$56,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$56,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,132,900
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,300,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,027,350
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ACCUITY LLP
Accountancy firm EIN2019-12-31205325889
2018 : HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,231,282
Total unrealized appreciation/depreciation of assets2018-12-31$-4,231,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,025,763
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,243,980
Total income from all sources (including contributions)2018-12-31$-4,113,891
Total loss/gain on sale of assets2018-12-31$-59,115
Total of all expenses incurred2018-12-31$1,035,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,132,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$42,947,531
Value of total assets at beginning of year2018-12-31$48,315,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$-96,855
Total interest from all sources2018-12-31$1,384
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$175,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$175,122
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$35,557,128
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$38,939,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,025,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,243,980
Administrative expenses (other) incurred2018-12-31$-181,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,149,661
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,921,768
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$47,071,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$84,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,333,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,366,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$56,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$9,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$9,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,384
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,132,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,300,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,359,115
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ACCUITY LLP
Accountancy firm EIN2018-12-31205325889
2017 : HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$8,079,961
Total unrealized appreciation/depreciation of assets2017-12-31$8,079,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,243,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,328,639
Total income from all sources (including contributions)2017-12-31$8,247,858
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,171,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,132,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$48,315,409
Value of total assets at beginning of year2017-12-31$41,323,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,434
Total interest from all sources2017-12-31$9,237
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$158,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$158,660
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$38,939,249
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$32,288,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,243,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,328,639
Administrative expenses (other) incurred2017-12-31$-38,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,076,799
Value of net assets at end of year (total assets less liabilities)2017-12-31$47,071,429
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,994,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$77,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,366,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,779,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$9,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,255,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,255,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$9,237
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,132,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ACCUITY LLP
Accountancy firm EIN2017-12-31205325889
2016 : HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,759,403
Total unrealized appreciation/depreciation of assets2016-12-31$2,759,403
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,328,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,019,595
Total income from all sources (including contributions)2016-12-31$2,915,756
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,497,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,096,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$41,323,269
Value of total assets at beginning of year2016-12-31$39,595,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$401,124
Total interest from all sources2016-12-31$6,532
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$149,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$149,821
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$32,288,144
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$30,227,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,328,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,019,595
Administrative expenses (other) incurred2016-12-31$331,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,418,456
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,994,630
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,576,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$69,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,779,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,930,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,255,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,437,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,437,507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,532
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,096,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ACCUITY LLP
Accountancy firm EIN2016-12-31205325889
2015 : HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-986,473
Total unrealized appreciation/depreciation of assets2015-12-31$-986,473
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,019,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,143,582
Total income from all sources (including contributions)2015-12-31$-850,608
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,063,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,074,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$39,595,769
Value of total assets at beginning of year2015-12-31$41,633,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$-10,936
Total interest from all sources2015-12-31$598
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$135,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$135,267
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$30,227,812
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$30,959,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,019,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,143,582
Administrative expenses (other) incurred2015-12-31$-82,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,914,167
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,576,174
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,490,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$71,206
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,930,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,050,166
Interest earned on other investments2015-12-31$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,437,507
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,624,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,624,456
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$595
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,074,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ACCUITY LLP
Accountancy firm EIN2015-12-31205325889
2014 : HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,650,299
Total unrealized appreciation/depreciation of assets2014-12-31$1,650,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,143,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$953,105
Total income from all sources (including contributions)2014-12-31$1,778,990
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,159,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$882,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$41,633,923
Value of total assets at beginning of year2014-12-31$40,824,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$277,212
Total interest from all sources2014-12-31$455
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$128,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$128,236
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$30,959,301
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$29,739,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,143,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$953,105
Administrative expenses (other) incurred2014-12-31$207,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$619,114
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,490,341
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,871,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$69,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,050,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,491,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,624,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,593,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,593,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$455
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$882,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ACCUITY LLP
Accountancy firm EIN2014-12-31205325889
2013 : HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$7,143,392
Total unrealized appreciation/depreciation of assets2013-12-31$7,143,392
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$953,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$351,310
Total income from all sources (including contributions)2013-12-31$7,251,688
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,650,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$970,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$40,824,332
Value of total assets at beginning of year2013-12-31$34,621,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$679,989
Total interest from all sources2013-12-31$595
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$107,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$107,701
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$29,739,913
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$24,016,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$953,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$351,310
Administrative expenses (other) incurred2013-12-31$616,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,600,912
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,871,227
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,270,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$63,647
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,491,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,962,858
Interest earned on other investments2013-12-31$33
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,593,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,641,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,641,785
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$562
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$970,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ACCUITY LLP
Accountancy firm EIN2013-12-31205325889
2012 : HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,169,315
Total unrealized appreciation/depreciation of assets2012-12-31$3,169,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$351,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$145,832
Total income from all sources (including contributions)2012-12-31$3,271,350
Total of all expenses incurred2012-12-31$1,271,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$934,536
Value of total assets at end of year2012-12-31$34,621,625
Value of total assets at beginning of year2012-12-31$32,416,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$336,713
Total interest from all sources2012-12-31$875
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$101,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$101,160
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$24,016,982
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$21,469,544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$351,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$145,832
Administrative expenses (other) incurred2012-12-31$278,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,000,101
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,270,315
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,270,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$57,981
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,962,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,239,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,641,785
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,706,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,706,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$875
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$934,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31N&K CPAS, INC.
Accountancy firm EIN2012-12-31990169131
2011 : HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,002,616
Total unrealized appreciation/depreciation of assets2011-12-31$-1,002,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$145,832
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$413,710
Total income from all sources (including contributions)2011-12-31$-498,088
Total loss/gain on sale of assets2011-12-31$69,197
Total of all expenses incurred2011-12-31$673,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$879,766
Value of total assets at end of year2011-12-31$32,416,046
Value of total assets at beginning of year2011-12-31$33,855,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$-205,986
Total interest from all sources2011-12-31$19,275
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$80,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$80,306
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$21,469,544
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$29,325,593
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$145,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$413,710
Other income not declared elsewhere2011-12-31$335,750
Administrative expenses (other) incurred2011-12-31$-264,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,171,868
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,270,214
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,442,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$58,891
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,239,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,423,810
Interest earned on other investments2011-12-31$18,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,706,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$99,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$99,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$649
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$879,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$7,186,926
Aggregate carrying amount (costs) on sale of assets2011-12-31$7,117,729
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31N&K CPAS, INC.
Accountancy firm EIN2011-12-31990169131
2010 : HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,654,396
Total unrealized appreciation/depreciation of assets2010-12-31$3,654,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$413,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$483,538
Total income from all sources (including contributions)2010-12-31$7,882,176
Total loss/gain on sale of assets2010-12-31$25,377
Total of all expenses incurred2010-12-31$1,105,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$787,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,000,000
Value of total assets at end of year2010-12-31$33,855,792
Value of total assets at beginning of year2010-12-31$27,148,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$317,912
Total interest from all sources2010-12-31$122,920
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$79,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$79,482
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$29,325,593
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$22,351,455
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$413,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$483,538
Other income not declared elsewhere2010-12-31$1
Administrative expenses (other) incurred2010-12-31$262,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,776,765
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,442,082
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,665,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$55,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,423,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,729,811
Interest earned on other investments2010-12-31$122,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$99,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$66,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$66,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$79
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$787,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,000,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,091,101
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,065,724
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31N&K CPAS, INC.
Accountancy firm EIN2010-12-31990169131

Form 5500 Responses for HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN

2022: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number30778 AND 30779
Policy instance 2
Insurance contract or identification number30778 AND 30779
Number of Individuals Covered331
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLEMENTARY CARE
Welfare Benefit Premiums Paid to CarrierUSD $898,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberCB11041P00
Policy instance 1
Insurance contract or identification numberCB11041P00
Number of Individuals Covered31
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $58,631
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractVARIABLE UNIVERSAL LIFE
Commission paid to Insurance BrokerUSD $48,859
Insurance broker organization code?3
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number30778 AND 30779
Policy instance 2
Insurance contract or identification number30778 AND 30779
Number of Individuals Covered445
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCOMPLEMENTARY CARE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $933,676
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberCB11041P00
Policy instance 1
Insurance contract or identification numberCB11041P00
Number of Individuals Covered31
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $49,570
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractVARIABLE UNIVERSAL LIFE
Commission paid to Insurance BrokerUSD $19,828
Amount paid for insurance broker fees0
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberCB11041P00
Policy instance 1
Insurance contract or identification numberCB11041P00
Number of Individuals Covered32
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $58,030
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractVARIABLE UNIVERSAL LIFE
Commission paid to Insurance BrokerUSD $15,088
Amount paid for insurance broker fees0
Insurance broker organization code?3
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number18142
Policy instance 2
Insurance contract or identification number18142
Number of Individuals Covered407
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCOMPLEMENTARY CARE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $990,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number18142
Policy instance 2
Insurance contract or identification number18142
Number of Individuals Covered433
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCOMPLEMENTARY CARE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,240,138
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberCB11041P00
Policy instance 1
Insurance contract or identification numberCB11041P00
Number of Individuals Covered32
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $41,534
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractVARIABLE UNIVERSAL LIFE
Commission paid to Insurance BrokerUSD $10,799
Amount paid for insurance broker fees0
Insurance broker organization code?3
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number18142
Policy instance 2
Insurance contract or identification number18142
Number of Individuals Covered484
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCOMPLEMENTARY CARE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,284,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberCB11041P00
Policy instance 1
Insurance contract or identification numberCB11041P00
Number of Individuals Covered32
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $39,019
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractVARIABLE UNIVERSAL LIFE
Amount paid for insurance broker fees10535
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberCB11041P00
Policy instance 2
Insurance contract or identification numberCB11041P00
Number of Individuals Covered32
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $39,891
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractVARIABLE UNIVERSAL LIFE
Amount paid for insurance broker fees10372
Insurance broker nameCHRISTOPHER H NYLAND
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number18142
Policy instance 1
Insurance contract or identification number18142
Number of Individuals Covered449
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCOMPLEMENTARY CARE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,032,715
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberCB11041P00
Policy instance 2
Insurance contract or identification numberCB11041P00
Number of Individuals Covered32
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $30,689
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractVARIABLE UNIVERSAL LIFE
Commission paid to Insurance BrokerUSD $7,979
Insurance broker nameCHRISTOPHER H NYLAND
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number86512
Policy instance 1
Insurance contract or identification number86512
Number of Individuals Covered415
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCOMPLEMENTARY CARE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,514,716
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number86512
Policy instance 1
Insurance contract or identification number86512
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCOMPLEMENTARY CARE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,136,867
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberCB11041P00
Policy instance 2
Insurance contract or identification numberCB11041P00
Number of Individuals Covered32
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $30,075
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractVARIABLE UNIVERSAL LIFE
Commission paid to Insurance BrokerUSD $7,820
Insurance broker nameCHRISTOPHER H NYLAND
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberCB11041P00
Policy instance 2
Insurance contract or identification numberCB11041P00
Number of Individuals Covered32
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $26,355
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractVARIABLE UNIVERSAL LIFE
Commission paid to Insurance BrokerUSD $7,116
Insurance broker nameROY S IMAI
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number86512
Policy instance 1
Insurance contract or identification number86512
Number of Individuals Covered361
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCOMPLEMENTARY CARE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,030,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number86512
Policy instance 1
Insurance contract or identification number86512
Number of Individuals Covered479
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLEMENTARY CARE
Welfare Benefit Premiums Paid to CarrierUSD $1,016,953
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number86512
Policy instance 1
Insurance contract or identification number86512
Number of Individuals Covered430
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLEMENTARY CARE
Welfare Benefit Premiums Paid to CarrierUSD $918,151
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number86512
Policy instance 1
Insurance contract or identification number86512
Number of Individuals Covered376
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLEMENTARY CARE
Welfare Benefit Premiums Paid to CarrierUSD $883,009
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE

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