# HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN

Retirement plan sponsored by **HAWAI'I PACIFIC HEALTH**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | HAWAI'I PACIFIC HEALTH |
| EIN | 990246363 |
| Plan number | 009 |
| Plan year | 2025 |
| Location | HONOLULU, HI |
| Industry | n/a |
| Total assets (end of year) | $1.75B |
| Participants | 10,530 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| MILLIMAN, INC. | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (pension); Copying and duplicating; Participant communication |
| PIMCO FUNDS | Securities brokerage commissions and fees; Securities brokerage; Investment advisory (participants) |
| MORGAN STANLEY SMITH BARNEY | Other investment fees and expenses; Investment advisory (plan); Direct payment from the plan |
| CREATIVE PLANNING LLC | Investment advisory (participants) |
| CHARLES SCHWAB & CO., INC. | Float revenue; Trustee (directed); Shareholder servicing fees; Custodial (securities) |
| THE RETIREMENTPLANNING GROUP | Securities brokerage commissions and fees; Investment advisory (participants); Securities brokerage |
| ORION PORTFOLIO SOLUTIONS LLC | Investment advisory (participants) |
| LITMAN GREGORY WEALTH MGMT | Investment advisory (participants); Securities brokerage commissions and fees; Securities brokerage |
| CHARLES SCHWAB & CO., INC. | Securities brokerage; Custodial (securities); Shareholder servicing fees; Securities brokerage commissions and fees |

## Other plans from this sponsor

- HAWAII PACIFIC HEALTH RETIREMENT PLAN: https://planoptica.com/retirement/990246363-001
- HAWAI'I PACIFIC HEALTH 401(K) PLAN: https://planoptica.com/retirement/990246363-010

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/990246363-009
- Cite as: PlanOptica, https://planoptica.com/retirement/990246363-009
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers