form5500lookup

Form 5500 · Retirement plan · HONOLULU, HI

WAIALAE COUNTRY CLUB

The filing calls this plan WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN.

WAIALAE COUNTRY CLUB of HONOLULU, HI files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by JOHN HANCOCK LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-0057829 · plan 002 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
161
Contracts on file
1
Contract value
$11,045,292
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with JOHN HANCOCK LIFE INSURANCE COMPANY.

The contracts held $11,045,292 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC150December$11,045,292$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

UBS FINANCIAL SERVICES INC
Named on Schedule C · EIN 13-2638166
$26,560
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$11,391,681
Paid out in benefits
$469,079
Participants at the start of the year
161
Participants with account balances
150

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 42-1539623
KMH LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

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