401k Plan data: HIE REFINERY MONEY PURCHASE PENSION PLAN plan

HIE REFINERY MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	HIE REFINERY MONEY PURCHASE PENSION PLAN
Plan identification number	002

HIE REFINERY MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Money purchase (other than target benefit)
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HAWAII INDEPENDENT ENERGY LLC has sponsored the creation of one or more 401k plans.

Company Name: HAWAII INDEPENDENT ENERGY LLC

Employer identification number (EIN): 990143882

NAIC Classification: 221210
NAIC Description: Natural Gas Distribution

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HIE REFINERY MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 CHRIS MICKLAS CHRIS MICKLAS 2016-10-17
002 2015-01-01 CHRIS MICKLAS CHRIS MICKLAS 2016-10-17
002 2014-01-01 KIMBERLY UFTRING KIMBERLY UFTRING 2015-10-15
002 2013-09-26

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	CHRIS MICKLAS	CHRIS MICKLAS	2016-10-17
002	2015-01-01	CHRIS MICKLAS	CHRIS MICKLAS	2016-10-17
002	2014-01-01	KIMBERLY UFTRING	KIMBERLY UFTRING	2015-10-15
002	2013-09-26

Plan Statistics for HIE REFINERY MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for HIE REFINERY MONEY PURCHASE PENSION PLAN

Measure Date Value
2016: HIE REFINERY MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HIE REFINERY MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 308
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 27
Total of all active and inactive participants 2015-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 335
Number of participants with account balances 2015-01-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: HIE REFINERY MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 272
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 279
Number of participants with account balances 2014-01-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HIE REFINERY MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-26 273
Total number of active participants reported on line 7a of the Form 5500 2013-09-26 273
Number of retired or separated participants receiving benefits 2013-09-26 0
Number of other retired or separated participants entitled to future benefits 2013-09-26 2
Total of all active and inactive participants 2013-09-26 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-26 0
Total participants 2013-09-26 275
Number of participants with account balances 2013-09-26 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-26 0

Measure	Date	Value
2016: HIE REFINERY MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HIE REFINERY MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	308
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	27
Total of all active and inactive participants	2015-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	335
Number of participants with account balances	2015-01-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: HIE REFINERY MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	272
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	279
Number of participants with account balances	2014-01-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HIE REFINERY MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-26	273
Total number of active participants reported on line 7a of the Form 5500	2013-09-26	273
Number of retired or separated participants receiving benefits	2013-09-26	0
Number of other retired or separated participants entitled to future benefits	2013-09-26	2
Total of all active and inactive participants	2013-09-26	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-26	0
Total participants	2013-09-26	275
Number of participants with account balances	2013-09-26	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-26	0

Financial Data on HIE REFINERY MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2016 : HIE REFINERY MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total transfer of assets from this plan	2016-01-31	$8,562,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-01-31	$383
Total income from all sources (including contributions)	2016-01-31	$-220,560
Total of all expenses incurred	2016-01-31	$153,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-01-31	$153,571
Value of total assets at end of year	2016-01-31	$0
Value of total assets at beginning of year	2016-01-31	$8,937,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-01-31	$96
Total interest from all sources	2016-01-31	$190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-01-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-01-31	$0
Administrative expenses professional fees incurred	2016-01-31	$85
Was this plan covered by a fidelity bond	2016-01-31	Yes
Value of fidelity bond cover	2016-01-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-01-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-01-31	No
Participant contributions at end of year	2016-01-31	$0
Participant contributions at beginning of year	2016-01-31	$44,630
Assets. Other investments not covered elsewhere at end of year	2016-01-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-01-31	$353,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-01-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-01-31	$383
Administrative expenses (other) incurred	2016-01-31	$11
Total non interest bearing cash at end of year	2016-01-31	$0
Total non interest bearing cash at beginning of year	2016-01-31	$1,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-01-31	No
Value of net income/loss	2016-01-31	$-374,227
Value of net assets at end of year (total assets less liabilities)	2016-01-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-01-31	$8,937,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-01-31	No
Were any leases to which the plan was party in default or uncollectible	2016-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-01-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-01-31	$6,146,630
Interest on participant loans	2016-01-31	$41
Interest earned on other investments	2016-01-31	$149
Net investment gain/loss from pooled separate accounts	2016-01-31	$-220,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-01-31	No
Was there a failure to transmit to the plan any participant contributions	2016-01-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-01-31	No
Assets. Invements in employer securities at end of year	2016-01-31	$0
Employer contributions (assets) at end of year	2016-01-31	$0
Employer contributions (assets) at beginning of year	2016-01-31	$2,391,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-01-31	$153,571
Did the plan have assets held for investment	2016-01-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-01-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-01-31	Disclaimer
Accountancy firm name	2016-01-31	HOLTZMAN PARTNERS
Accountancy firm EIN	2016-01-31	743121060
2015 : HIE REFINERY MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$383
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,267,976
Total of all expenses incurred	2015-12-31	$720,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$719,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,392,318
Value of total assets at end of year	2015-12-31	$8,937,560
Value of total assets at beginning of year	2015-12-31	$7,390,128
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,263
Total interest from all sources	2015-12-31	$2,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$1,105
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at end of year	2015-12-31	$44,630
Participant contributions at beginning of year	2015-12-31	$57,373
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$353,207
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$5,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$383
Administrative expenses (other) incurred	2015-12-31	$158
Total non interest bearing cash at end of year	2015-12-31	$1,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,547,049
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,937,177
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,390,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,146,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,291,723
Interest on participant loans	2015-12-31	$2,139
Net investment gain/loss from pooled separate accounts	2015-12-31	$-126,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,392,318
Employer contributions (assets) at end of year	2015-12-31	$2,391,103
Employer contributions (assets) at beginning of year	2015-12-31	$1,035,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$719,664
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HOLTZMAN PARTNERS
Accountancy firm EIN	2015-12-31	743121060
2014 : HIE REFINERY MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$4,013,239
Total of all expenses incurred	2014-12-31	$210,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$159,517
Expenses. Certain deemed distributions of participant loans	2014-12-31	$50,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,837,776
Value of total assets at end of year	2014-12-31	$7,390,128
Value of total assets at beginning of year	2014-12-31	$3,587,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$916
Total interest from all sources	2014-12-31	$2,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$850
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$2,053,700
Amount contributed by the employer to the plan for this plan year	2014-12-31	$2,053,700
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$57,373
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$5,316
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,784,076
Administrative expenses (other) incurred	2014-12-31	$66
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,802,724
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,390,128
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,587,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,291,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,183,751
Interest on participant loans	2014-12-31	$2,636
Net investment gain/loss from pooled separate accounts	2014-12-31	$172,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,053,700
Employer contributions (assets) at end of year	2014-12-31	$1,035,716
Employer contributions (assets) at beginning of year	2014-12-31	$403,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$159,517
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HOLTZMAN PARTNERS
Accountancy firm EIN	2014-12-31	743121060
2013 : HIE REFINERY MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,587,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,550,539
Value of total assets at end of year	2013-12-31	$3,587,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,146,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,587,404
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,587,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,183,751
Net investment gain/loss from pooled separate accounts	2013-12-31	$36,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$403,653
Employer contributions (assets) at end of year	2013-12-31	$403,653
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No

Form 5500 Responses for HIE REFINERY MONEY PURCHASE PENSION PLAN

2016: HIE REFINERY MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HIE REFINERY MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HIE REFINERY MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HIE REFINERY MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-09-26	Type of plan entity	Single employer plan
2013-09-26	First time form 5500 has been submitted	Yes
2013-09-26	Submission has been amended	No
2013-09-26	This submission is the final filing	No
2013-09-26	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-09-26	Plan is a collectively bargained plan	No
2013-09-26	Plan funding arrangement – Insurance	Yes
2013-09-26	Plan funding arrangement – Trust	Yes
2013-09-26	Plan benefit arrangement – Insurance	Yes
2013-09-26	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

111786

Policy instance

Insurance contract or identification number	111786
Number of Individuals Covered	0
Insurance policy start date	2016-01-01
Insurance policy end date	2016-01-19
Total amount of commissions paid to insurance broker	USD $273
Total amount of fees paid to insurance company	USD $85
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $273
Amount paid for insurance broker fees	85
Additional information about fees paid to insurance broker	DISTRIBUTION FEE
Insurance broker organization code?	5
Insurance broker name	SCHOLZ & FRIENDS RETIREMENT GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

111786

Policy instance

Insurance contract or identification number	111786
Number of Individuals Covered	281
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $28,171
Total amount of fees paid to insurance company	USD $1,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,953
Insurance broker organization code?	3
Amount paid for insurance broker fees	1105
Additional information about fees paid to insurance broker	DISTRIBUTION AND LOAN FEES
Insurance broker name	SCHOLZ & FRIENDS RETIREMENT GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

111786

Policy instance

Insurance contract or identification number	111786
Number of Individuals Covered	280
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $67,705
Total amount of fees paid to insurance company	USD $850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $47,439
Insurance broker organization code?	3
Amount paid for insurance broker fees	850
Additional information about fees paid to insurance broker	DISTRIBUTION AND LOAN FEES
Insurance broker name	SCHOLZ KLEIN & FRIENDS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

111786

Policy instance

Insurance contract or identification number	111786
Number of Individuals Covered	257
Insurance policy start date	2013-11-20
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $29,912
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $28,786
Insurance broker organization code?	3
Insurance broker name	SCHOLZ KLEIN & FRIENDS

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Company Name:	HAWAII INDEPENDENT ENERGY LLC
Employer identification number (EIN):	990143882
NAIC Classification:	221210
NAIC Description:	Natural Gas Distribution