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HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 401k Plan overview

Plan NameHAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN
Plan identification number 004

HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HAWAII STATE FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:HAWAII STATE FEDERAL CREDIT UNION
Employer identification number (EIN):990073431
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01RACHAEL SASAKI
0042016-01-01RACHAEL SASAKI
0042015-01-01RACHAEL SASAKI
0042014-01-01RACHAEL SASAKI
0042013-01-01RACHAEL SASAKI
0042012-01-01RACHAEL SASAKI
0042011-01-01PATRICIA HAO PATRICIA HAO2012-10-13
0042009-01-01RACHAEL SASAKI RACHAEL SASAKI2010-10-14
0042009-01-01RACHAEL SASAKI RACHAEL SASAKI2010-10-14
0042009-01-012010-10-13

Plan Statistics for HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN

Measure Date Value
2022: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01464
Total number of active participants reported on line 7a of the Form 55002022-01-01383
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01102
Total of all active and inactive participants2022-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01485
Number of participants with account balances2022-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01440
Total number of active participants reported on line 7a of the Form 55002021-01-01367
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0192
Total of all active and inactive participants2021-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01459
Number of participants with account balances2021-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01424
Total number of active participants reported on line 7a of the Form 55002020-01-01359
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01439
Number of participants with account balances2020-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01378
Total number of active participants reported on line 7a of the Form 55002019-01-01349
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01424
Number of participants with account balances2019-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01359
Total number of active participants reported on line 7a of the Form 55002018-01-01312
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01373
Number of participants with account balances2018-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01337
Total number of active participants reported on line 7a of the Form 55002017-01-01299
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01359
Number of participants with account balances2017-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01335
Total number of active participants reported on line 7a of the Form 55002016-01-01277
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0160
Total of all active and inactive participants2016-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01337
Number of participants with account balances2016-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01320
Total number of active participants reported on line 7a of the Form 55002015-01-01254
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0181
Total of all active and inactive participants2015-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01335
Number of participants with account balances2015-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01269
Total number of active participants reported on line 7a of the Form 55002014-01-01244
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0176
Total of all active and inactive participants2014-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01320
Number of participants with account balances2014-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01247
Total number of active participants reported on line 7a of the Form 55002013-01-01221
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01262
Number of participants with account balances2013-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01226
Total number of active participants reported on line 7a of the Form 55002012-01-01200
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01238
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01236
Total number of active participants reported on line 7a of the Form 55002011-01-01198
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01226
Number of participants with account balances2011-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01235
Total number of active participants reported on line 7a of the Form 55002009-01-01207
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01257
Number of participants with account balances2009-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN

Measure Date Value
2022 : HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,607,839
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,850,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,793,532
Expenses. Certain deemed distributions of participant loans2022-12-31$-1,237
Value of total corrective distributions2022-12-31$1,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,018,622
Value of total assets at end of year2022-12-31$51,811,556
Value of total assets at beginning of year2022-12-31$60,269,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,851
Total interest from all sources2022-12-31$119,516
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$289,758
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$289,758
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$8,000,000
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$2,731,908
Participant contributions at end of year2022-12-31$547,861
Participant contributions at beginning of year2022-12-31$600,628
Participant contributions at end of year2022-12-31$80,761
Participant contributions at beginning of year2022-12-31$70,150
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$39,510
Other income not declared elsewhere2022-12-31$63
Administrative expenses (other) incurred2022-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,458,132
Value of net assets at end of year (total assets less liabilities)2022-12-31$51,811,556
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$60,269,688
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,538,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,775,068
Value of interest in pooled separate accounts at end of year2022-12-31$22,274,357
Value of interest in pooled separate accounts at beginning of year2022-12-31$25,029,308
Interest on participant loans2022-12-31$25,716
Interest earned on other investments2022-12-31$93,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,340,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,722,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,835,266
Net investment gain/loss from pooled separate accounts2022-12-31$-3,200,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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
Contributions received in cash from employer2022-12-31$2,247,204
Employer contributions (assets) at end of year2022-12-31$1,029,109
Employer contributions (assets) at beginning of year2022-12-31$1,071,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,793,532
Contract administrator fees2022-12-31$56,701
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,312,814
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,647,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,553,822
Expenses. Certain deemed distributions of participant loans2021-12-31$1,236
Value of total corrective distributions2021-12-31$7,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,152,240
Value of total assets at end of year2021-12-31$60,269,688
Value of total assets at beginning of year2021-12-31$52,604,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$84,686
Total interest from all sources2021-12-31$112,581
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$281,507
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$281,507
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$8,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,735,758
Participant contributions at end of year2021-12-31$600,628
Participant contributions at beginning of year2021-12-31$523,110
Participant contributions at end of year2021-12-31$70,150
Participant contributions at beginning of year2021-12-31$69,815
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$58,237
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$84,686
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$7,665,515
Value of net assets at end of year (total assets less liabilities)2021-12-31$60,269,688
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$52,604,173
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,775,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,559,659
Value of interest in pooled separate accounts at end of year2021-12-31$25,029,308
Value of interest in pooled separate accounts at beginning of year2021-12-31$20,994,797
Interest on participant loans2021-12-31$28,215
Interest earned on other investments2021-12-31$84,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,722,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,404,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,904,289
Net investment gain/loss from pooled separate accounts2021-12-31$3,862,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Contributions received in cash from employer2021-12-31$2,358,245
Employer contributions (assets) at end of year2021-12-31$1,071,885
Employer contributions (assets) at beginning of year2021-12-31$1,052,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,553,822
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KKDLY LLC
Accountancy firm EIN2021-12-31990292355
2020 : HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,763,399
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,094,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,024,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,552,557
Value of total assets at end of year2020-12-31$52,604,173
Value of total assets at beginning of year2020-12-31$42,935,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$70,141
Total interest from all sources2020-12-31$114,031
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$221,530
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$221,530
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$8,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,552,180
Participant contributions at end of year2020-12-31$523,110
Participant contributions at beginning of year2020-12-31$561,470
Participant contributions at end of year2020-12-31$69,815
Participant contributions at beginning of year2020-12-31$561
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$692,313
Administrative expenses (other) incurred2020-12-31$70,141
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$9,668,827
Value of net assets at end of year (total assets less liabilities)2020-12-31$52,604,173
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,935,346
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,559,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,467,491
Value of interest in pooled separate accounts at end of year2020-12-31$20,994,797
Value of interest in pooled separate accounts at beginning of year2020-12-31$17,288,312
Interest on participant loans2020-12-31$27,879
Interest earned on other investments2020-12-31$86,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,404,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,785,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,615,417
Net investment gain/loss from pooled separate accounts2020-12-31$2,259,864
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
Contributions received in cash from employer2020-12-31$2,308,064
Employer contributions (assets) at end of year2020-12-31$1,052,146
Employer contributions (assets) at beginning of year2020-12-31$832,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,024,431
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KKDLY LLC
Accountancy firm EIN2020-12-31990292355
2019 : HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,017,066
Total income from all sources (including contributions)2019-12-31$11,017,066
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,648,804
Total of all expenses incurred2019-12-31$1,648,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,579,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,579,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,254,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,254,550
Value of total assets at end of year2019-12-31$42,935,346
Value of total assets at end of year2019-12-31$42,935,346
Value of total assets at beginning of year2019-12-31$33,567,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$69,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$69,444
Total interest from all sources2019-12-31$111,956
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$283,881
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$283,881
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$283,881
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$283,881
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$8,000,000
Value of fidelity bond cover2019-12-31$8,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,239,785
Contributions received from participants2019-12-31$2,239,785
Participant contributions at end of year2019-12-31$561,470
Participant contributions at end of year2019-12-31$561,470
Participant contributions at beginning of year2019-12-31$566,684
Participant contributions at beginning of year2019-12-31$566,684
Participant contributions at end of year2019-12-31$561
Participant contributions at end of year2019-12-31$561
Participant contributions at beginning of year2019-12-31$201
Participant contributions at beginning of year2019-12-31$201
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$80,466
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$80,466
Other income not declared elsewhere2019-12-31$10,177
Other income not declared elsewhere2019-12-31$10,177
Administrative expenses (other) incurred2019-12-31$69,444
Administrative expenses (other) incurred2019-12-31$69,444
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$9,368,262
Value of net income/loss2019-12-31$9,368,262
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,935,346
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,935,346
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,567,084
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,567,084
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 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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,467,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,467,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,324,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,324,149
Value of interest in pooled separate accounts at end of year2019-12-31$17,288,312
Value of interest in pooled separate accounts at end of year2019-12-31$17,288,312
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,067,248
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,067,248
Interest on participant loans2019-12-31$31,775
Interest on participant loans2019-12-31$31,775
Interest earned on other investments2019-12-31$80,181
Interest earned on other investments2019-12-31$80,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,785,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,785,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,851,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,851,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,293,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,293,473
Net investment gain/loss from pooled separate accounts2019-12-31$3,063,029
Net investment gain/loss from pooled separate accounts2019-12-31$3,063,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,934,299
Contributions received in cash from employer2019-12-31$1,934,299
Employer contributions (assets) at end of year2019-12-31$832,109
Employer contributions (assets) at end of year2019-12-31$832,109
Employer contributions (assets) at beginning of year2019-12-31$757,518
Employer contributions (assets) at beginning of year2019-12-31$757,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,579,360
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KKDLY LLC
Accountancy firm name2019-12-31KKDLY LLC
Accountancy firm EIN2019-12-31990292355
Accountancy firm EIN2019-12-31990292355
2018 : HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,328,734
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,771,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,720,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,009,719
Value of total assets at end of year2018-12-31$33,567,084
Value of total assets at beginning of year2018-12-31$33,009,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,996
Total interest from all sources2018-12-31$81,690
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$234,259
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$234,259
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$8,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,033,969
Participant contributions at end of year2018-12-31$566,684
Participant contributions at beginning of year2018-12-31$106,328
Participant contributions at end of year2018-12-31$201
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$173,391
Administrative expenses (other) incurred2018-12-31$50,996
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$557,121
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,567,084
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,009,963
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,324,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,975,743
Value of interest in pooled separate accounts at end of year2018-12-31$13,067,248
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,633,137
Interest on participant loans2018-12-31$14,762
Interest earned on other investments2018-12-31$66,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,851,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,575,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,240,457
Net investment gain/loss from pooled separate accounts2018-12-31$-756,477
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,802,359
Employer contributions (assets) at end of year2018-12-31$757,518
Employer contributions (assets) at beginning of year2018-12-31$719,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,720,617
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
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 name2018-12-31KKDLY LLC
Accountancy firm EIN2018-12-31990292355
2017 : HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,887,512
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,415,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,409,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,417,035
Value of total assets at end of year2017-12-31$33,009,963
Value of total assets at beginning of year2017-12-31$26,538,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,765
Total interest from all sources2017-12-31$52,507
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$208,836
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$208,836
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$8,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,702,241
Participant contributions at end of year2017-12-31$106,328
Participant contributions at beginning of year2017-12-31$123,172
Participant contributions at beginning of year2017-12-31$2,259
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$108,029
Other income not declared elsewhere2017-12-31$55,311
Administrative expenses (other) incurred2017-12-31$5,765
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$6,471,951
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,009,963
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,538,012
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,975,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,020,506
Value of interest in pooled separate accounts at end of year2017-12-31$12,633,137
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,491,361
Interest on participant loans2017-12-31$5,168
Interest earned on other investments2017-12-31$47,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,575,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,294,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,124,506
Net investment gain/loss from pooled separate accounts2017-12-31$1,029,317
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,606,765
Employer contributions (assets) at end of year2017-12-31$719,001
Employer contributions (assets) at beginning of year2017-12-31$606,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,409,796
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 name2017-12-31KKDLY LLC
Accountancy firm EIN2017-12-31990292355
2016 : HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,370,279
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$741,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$736,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,888,032
Value of total assets at end of year2016-12-31$26,538,012
Value of total assets at beginning of year2016-12-31$22,909,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,125
Total interest from all sources2016-12-31$45,754
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$246,110
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$246,110
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$8,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,476,188
Participant contributions at end of year2016-12-31$123,172
Participant contributions at beginning of year2016-12-31$109,513
Participant contributions at end of year2016-12-31$2,259
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$81,185
Administrative expenses (other) incurred2016-12-31$5,125
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$3,628,333
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,538,012
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,909,679
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,020,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,060,871
Value of interest in pooled separate accounts at end of year2016-12-31$2,491,361
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,211,833
Interest on participant loans2016-12-31$5,057
Interest earned on other investments2016-12-31$40,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,294,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,977,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,062,165
Net investment gain/loss from pooled separate accounts2016-12-31$128,218
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,330,659
Employer contributions (assets) at end of year2016-12-31$606,596
Employer contributions (assets) at beginning of year2016-12-31$550,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$736,821
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 name2016-12-31KKDLY LLC
Accountancy firm EIN2016-12-31990292355
2015 : HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,904
Total income from all sources (including contributions)2015-12-31$2,333,391
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$235,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$238,794
Value of total corrective distributions2015-12-31$-5,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,440,265
Value of total assets at end of year2015-12-31$22,909,679
Value of total assets at beginning of year2015-12-31$20,817,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,782
Total interest from all sources2015-12-31$43,169
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$223,955
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$223,955
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$8,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,245,270
Participant contributions at end of year2015-12-31$109,513
Participant contributions at beginning of year2015-12-31$121,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,904
Administrative expenses (other) incurred2015-12-31$2,782
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$2,097,719
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,909,679
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,811,960
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,060,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,568,940
Value of interest in pooled separate accounts at end of year2015-12-31$2,211,833
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,103,901
Interest on participant loans2015-12-31$5,035
Interest earned on other investments2015-12-31$38,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,977,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,527,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-349,664
Net investment gain/loss from pooled separate accounts2015-12-31$-24,334
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,194,995
Employer contributions (assets) at end of year2015-12-31$550,261
Employer contributions (assets) at beginning of year2015-12-31$496,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$238,794
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 name2015-12-31KKDLY LLC
Accountancy firm EIN2015-12-31990292355
2014 : HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,607
Total income from all sources (including contributions)2014-12-31$3,447,315
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$558,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$555,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,361,468
Value of total assets at end of year2014-12-31$20,817,864
Value of total assets at beginning of year2014-12-31$17,927,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,325
Total interest from all sources2014-12-31$42,816
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$170,343
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$170,343
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$8,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,097,000
Participant contributions at end of year2014-12-31$121,348
Participant contributions at beginning of year2014-12-31$126,853
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$252,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,607
Administrative expenses (other) incurred2014-12-31$2,325
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$2,889,144
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,811,960
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,922,816
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,568,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,042,378
Value of interest in pooled separate accounts at end of year2014-12-31$2,103,901
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,573,814
Interest on participant loans2014-12-31$6,163
Interest earned on other investments2014-12-31$36,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,527,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,300,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$792,457
Net investment gain/loss from pooled separate accounts2014-12-31$80,231
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
Contributions received in cash from employer2014-12-31$1,011,788
Employer contributions (assets) at end of year2014-12-31$496,197
Employer contributions (assets) at beginning of year2014-12-31$883,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$555,846
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 name2014-12-31KKDLY LLC
Accountancy firm EIN2014-12-31990292355
2013 : HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,607
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,063
Total income from all sources (including contributions)2013-12-31$4,686,910
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,507,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,505,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,030,858
Value of total assets at end of year2013-12-31$17,927,423
Value of total assets at beginning of year2013-12-31$14,753,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,852
Total interest from all sources2013-12-31$46,018
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$111,913
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$111,913
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$8,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$898,154
Participant contributions at end of year2013-12-31$126,853
Participant contributions at beginning of year2013-12-31$132,273
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$28,909
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$170,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$10,063
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$2,852
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$3,178,942
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,922,816
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,743,874
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,042,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,388,455
Value of interest in pooled separate accounts at end of year2013-12-31$1,573,814
Value of interest in pooled separate accounts at beginning of year2013-12-31$635,270
Interest on participant loans2013-12-31$5,772
Interest earned on other investments2013-12-31$40,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,300,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,929,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,498,121
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$962,504
Employer contributions (assets) at end of year2013-12-31$883,438
Employer contributions (assets) at beginning of year2013-12-31$639,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,505,116
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 name2013-12-31KMH LLP
Accountancy firm EIN2013-12-31421539623
2012 : HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$26,002
Total income from all sources (including contributions)2012-12-31$2,755,058
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$220,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$218,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,349,413
Value of total assets at end of year2012-12-31$14,753,937
Value of total assets at beginning of year2012-12-31$12,234,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,694
Total interest from all sources2012-12-31$57,080
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$138,478
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$138,478
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$8,000,000
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
Contributions received from participants2012-12-31$729,895
Participant contributions at end of year2012-12-31$132,273
Participant contributions at beginning of year2012-12-31$55,855
Participant contributions at end of year2012-12-31$28,909
Participant contributions at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$10,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$8,994
Administrative expenses (other) incurred2012-12-31$1,694
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$2,534,937
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,743,874
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,208,937
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,388,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,250,022
Value of interest in pooled separate accounts at end of year2012-12-31$635,270
Value of interest in pooled separate accounts at beginning of year2012-12-31$403,450
Interest on participant loans2012-12-31$5,709
Interest earned on other investments2012-12-31$51,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,929,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,637,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,157,554
Net investment gain/loss from pooled separate accounts2012-12-31$52,533
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
Contributions received in cash from employer2012-12-31$619,518
Employer contributions (assets) at end of year2012-12-31$639,786
Employer contributions (assets) at beginning of year2012-12-31$887,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$218,427
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
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$17,008
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 name2012-12-31PFK PACIFIC HAWAII LLP
Accountancy firm EIN2012-12-31272365899
2011 : HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$26,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$25,409
Total income from all sources (including contributions)2011-12-31$1,471,269
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$633,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$630,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,651,380
Value of total assets at end of year2011-12-31$12,234,939
Value of total assets at beginning of year2011-12-31$11,396,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,185
Total interest from all sources2011-12-31$57,978
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$109,412
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$109,412
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$8,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$687,716
Participant contributions at end of year2011-12-31$55,855
Participant contributions at beginning of year2011-12-31$61,188
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$27
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$8,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$25,409
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$3,185
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$837,460
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,208,937
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,371,477
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,250,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,730,894
Value of interest in pooled separate accounts at end of year2011-12-31$403,450
Value of interest in pooled separate accounts at beginning of year2011-12-31$337,928
Interest on participant loans2011-12-31$3,209
Interest earned on other investments2011-12-31$54,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,637,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,381,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-346,630
Net investment gain/loss from pooled separate accounts2011-12-31$-871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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
Contributions received in cash from employer2011-12-31$963,664
Employer contributions (assets) at end of year2011-12-31$887,963
Employer contributions (assets) at beginning of year2011-12-31$885,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$630,624
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
Liabilities. Value of benefit claims payable at end of year2011-12-31$17,008
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
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 name2011-12-31KMH LLP
Accountancy firm EIN2011-12-31421539623
2010 : HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$25,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$27,368
Total income from all sources (including contributions)2010-12-31$2,599,427
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$209,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$206,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,575,119
Value of total assets at end of year2010-12-31$11,396,886
Value of total assets at beginning of year2010-12-31$9,008,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,112
Total interest from all sources2010-12-31$53,493
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$86,200
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$86,200
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$8,000,000
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
Contributions received from participants2010-12-31$667,535
Participant contributions at end of year2010-12-31$61,188
Participant contributions at beginning of year2010-12-31$42,783
Participant contributions at end of year2010-12-31$27
Participant contributions at beginning of year2010-12-31$17,898
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$25,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$27,368
Administrative expenses (other) incurred2010-12-31$3,112
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$2,390,047
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,371,477
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,981,430
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,730,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,822,493
Value of interest in pooled separate accounts at end of year2010-12-31$337,928
Value of interest in pooled separate accounts at beginning of year2010-12-31$264,609
Interest on participant loans2010-12-31$3,102
Interest earned on other investments2010-12-31$50,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,381,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,917,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$850,163
Net investment gain/loss from pooled separate accounts2010-12-31$34,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$906,560
Employer contributions (assets) at end of year2010-12-31$885,336
Employer contributions (assets) at beginning of year2010-12-31$943,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$206,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
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 name2010-12-31KMH LLP
Accountancy firm EIN2010-12-31421539623
2009 : HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN

2022: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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 STATE FEDERAL CREDIT UNION 401(K) 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 STATE FEDERAL CREDIT UNION 401(K) 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 STATE FEDERAL CREDIT UNION 401(K) 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 STATE FEDERAL CREDIT UNION 401(K) 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
2018-01-01Plan benefit arrangement - TrustYes
2017: HAWAII STATE FEDERAL CREDIT UNION 401(K) 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
2017-01-01Plan benefit arrangement - TrustYes
2016: HAWAII STATE FEDERAL CREDIT UNION 401(K) 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
2016-01-01Plan benefit arrangement - TrustYes
2015: HAWAII STATE FEDERAL CREDIT UNION 401(K) 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
2015-01-01Plan benefit arrangement - TrustYes
2014: HAWAII STATE FEDERAL CREDIT UNION 401(K) 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
2014-01-01Plan benefit arrangement - TrustYes
2013: HAWAII STATE FEDERAL CREDIT UNION 401(K) 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
2013-01-01Plan benefit arrangement - TrustYes
2012: HAWAII STATE FEDERAL CREDIT UNION 401(K) 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
2012-01-01Plan benefit arrangement - TrustYes
2011: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2011-01-01Plan benefit arrangement - TrustYes
2009: HAWAII STATE FEDERAL CREDIT UNION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039846
Policy instance 1
Insurance contract or identification number039846
Number of Individuals Covered485
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
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039846
Policy instance 1
Insurance contract or identification number039846
Number of Individuals Covered459
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039846
Policy instance 1
Insurance contract or identification number039846
Number of Individuals Covered439
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039846
Policy instance 1
Insurance contract or identification number039846
Number of Individuals Covered424
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039846
Policy instance 1
Insurance contract or identification number039846
Number of Individuals Covered373
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39846
Policy instance 1
Insurance contract or identification number39846
Number of Individuals Covered359
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39846
Policy instance 1
Insurance contract or identification number39846
Number of Individuals Covered335
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39846
Policy instance 1
Insurance contract or identification number39846
Number of Individuals Covered320
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39846
Policy instance 1
Insurance contract or identification number39846
Number of Individuals Covered262
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39846
Policy instance 1
Insurance contract or identification number39846
Number of Individuals Covered238
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 $6,842
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?Yes
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
Amount paid for insurance broker fees6842
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SRVCS INS AGENCY INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39846
Policy instance 1
Insurance contract or identification number39846
Number of Individuals Covered226
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 $6,842
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?Yes
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

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