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401k, 403b plan

Hawaii Pacific Health Savings Plan

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Plan was created by kivalia on 11/24/2011.
Number of Followers: 5


COMMENTS plan comments help
comment plan bmurphy 1/23/2013 11:36:24 AM
Made a few plan changes. Plan is now up to date as of 1/24/13.

comment plan bmurphy 5/8/2013 10:50:58 AM
For some reason the plan has two classes of PIMCO Total Return Instl. We added the second as of today.

comment plan bmurphy 7/22/2013 10:58:04 AM
Plan is exactly correct as of 7/22/13.

comment plan bmurphy 1/15/2014 12:18:14 PM
Made a few small changes to better reflect plan options. Exactly good to go as of 1/15/2014.

comment plan bmurphy 4/12/2014 2:36:00 PM
Pla is exactly correct as of today - 4/12/14.

comment plan bmurphy 7/14/2014 9:51:06 AM
Plan swapped out Morgan Stanley Instl. Mid Cap Growth (MACGX) for Alliance Bernstein Discovery Growth I (CHCIX). Change made in the plan lineup. Plan is exactly correct

comment plan bmurphy 9/15/2015 12:15:25 PM
Made changes to keep the plan current. All assets included except for T. Rowe Price Retirement 2060 (TRRLX), which was not in our database as of this date.

comment plan bmurphy 5/31/2017 12:07:30 PM
A few changes made to reflect class changes and one or two fund replacements.

comment plan bmurphy 1/24/2018 2:43:29 PM
Missing 2 funds TRRLX, TSTFX.

comment plan bmurphy 5/13/2018 1:54:03 PM
Plan is missing TSTFX only. All other assets are exactly correct.

comment plan bmurphy 7/18/2018 11:53:23 AM
Plan correct as of today.

comment plan bmurphy 2/1/2019 11:34:22 AM
Plan is exactly correct as of today.

comment plan brian 5/7/2020 1:05:42 PM
Plan has been moved to Milliman Benefits. We're currently missing HWDVX & RILFX. Will add over time.

comment plan brian 4/18/2021 4:04:52 PM
4/18/21 - missing T. Rowe Price Retirement 2065, American funds Inflation Linked, and Diamond Hill High Yield.

comment plan brian 10/21/2021 12:50:43 PM
Plan is updated as of today. Proxying Brandywine Global High Yield A with Western Asset Global High Yield (SIHYX). Missing American Funds Inflation Linked Bond R6.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Brandywine Global High Yield Awas added by brian10/21/2021Remove
Invesco Developing Markets Awas added by brian10/21/2021Remove
American Funds Inflation Linked Bond R6was added by brian10/21/2021Remove
Invesco Developing Markets Fund Class AGTDDXwas removed by brian10/21/2021
Invesco Real Estate R5 was removed by brian10/21/2021
Eaton Vance Income Fund of Boston Class AEVIBXwas removed by brian4/18/2021
Invesco Developing Markets Awas removed by brian4/18/2021Remove
Transamerica Shs -R4- Stock Index FundTSTFXwas removed by brian4/18/2021
Calvert U.S. Large Cap Core Responsible Index Fund Class ICISIXwas removed by brian4/18/2021
Invesco Real Estate R5 was added by brian4/18/2021
Invesco Developing Markets Fund Class AGTDDXwas added by brian4/18/2021
Fidelity 500 IndexFXAIXwas added by brian4/18/2021Remove
Parnassus Core Equity Fund - Investor SharesPRBLXwas added by brian4/18/2021Remove
Hartford World Bond R6 was added by brian4/18/2021Remove
Baron Small Cap Fund Institutional ClassBSFIXwas removed by brian4/18/2021
Baron Small Cap Fund Retail ClassBSCFXwas added by brian4/18/2021Remove
John Hancock Funds Disciplined Value Mid Cap Fund Class IJVMIXwas removed by brian4/18/2021
John Hancock Funds Disciplined Value Mid Cap Fund Class AJVMAXwas added by brian4/18/2021Remove
Metropolitan West Total Return Bond Fund Administrative ClassMWTNXwas removed by brian4/18/2021
Metropolitan West Total Return Bond Fund Class MMWTRXwas added by brian4/18/2021Remove
Templeton Global Bond Fund Advisor ClassTGBAXwas removed by brian5/7/2020
NYL Guaranteed Interest Accountwas added by brian11/20/2019Remove
NYL Guaranteed Interest Accountwas removed by brian11/20/2019Remove
T. Rowe Price Retirement 2060 FundTRRLXwas added by bmurphy2/1/2019Remove
Neuberger Berman High Income Bond Fund Class R3NHIRXwas removed by bmurphy11/7/2018
Eaton Vance Income Fund of Boston Class AEVIBXwas added by bmurphy11/7/2018
Calvert U.S. Large Cap Core Responsible Index Fund Class ICISIXwas added by bmurphy11/7/2018
Transamerica Shs -R4- Stock Index FundTSTFXwas added by bmurphy7/18/2018
Transamerica Partners Institutional Stock Index FundDISFXwas removed by bmurphy5/13/2018
Neuberger Berman High Income Bond Fund Class R3NHIRXwas added by bmurphy1/24/2018
Neuberger Berman High Income Bond Fund Institutional ClassNHILXwas removed by bmurphy1/24/2018
Metropolitan West Total Return Bond Fund Class IMWTIXwas removed by bmurphy1/24/2018
Metropolitan West Total Return Bond Fund Administrative ClassMWTNXwas added by bmurphy1/24/2018
Pioneer Strategic Income Fund Class APSRAXwas removed by bmurphy1/24/2018
Pioneer Strategic Income Fund Class YSTRYXwas added by bmurphy1/24/2018Remove
The Hartford MidCap Fund Class YHMDYXwas added by bmurphy5/31/2017Remove
Templeton Global Bond Fund Class ATPINXwas removed by bmurphy5/31/2017
Templeton Global Bond Fund Advisor ClassTGBAXwas added by bmurphy5/31/2017
Lazard International Strategic Equity Portfolio Institutional SharesLISIXwas removed by bmurphy5/31/2017
Lazard International Strategic Equity Portfolio Open SharesLISOXwas added by bmurphy5/31/2017Remove
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas removed by bmurphy5/31/2017
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by bmurphy5/31/2017Remove
Invesco Real Estate Fund Class AIARAXwas removed by bmurphy5/31/2017
Invesco Real Estate Fund R5 ClassIARIXwas added by bmurphy5/31/2017Remove
AB Discovery Growth Fund Class ICHCIXwas removed by bmurphy5/31/2017
Baron Small Cap Fund Retail ClassBSCFXwas removed by bmurphy5/31/2017Remove
Baron Small Cap Fund Institutional ClassBSFIXwas added by bmurphy5/31/2017
NYL Guaranteed Interest Accountwas added by bmurphy9/15/2015Remove
NYL Guaranteed Interest Accountwas removed by bmurphy9/15/2015Remove
T. Rowe Price Retirement 2055 FundTRRNXwas added by bmurphy9/15/2015Remove
T. Rowe Price Retirement 2050 FundTRRMXwas added by bmurphy9/15/2015Remove
T. Rowe Price Retirement 2045 FundTRRKXwas added by bmurphy9/15/2015Remove
T. Rowe Price Retirement 2040 FundTRRDXwas added by bmurphy9/15/2015Remove
T. Rowe Price Retirement 2035 FundTRRJXwas added by bmurphy9/15/2015Remove
T. Rowe Price Retirement 2030 FundTRRCXwas added by bmurphy9/15/2015Remove
T. Rowe Price Retirement 2025 FundTRRHXwas added by bmurphy9/15/2015Remove
T. Rowe Price Retirement 2020 FundTRRBXwas added by bmurphy9/15/2015Remove
T. Rowe Price Retirement 2015 FundTRRGXwas added by bmurphy9/15/2015Remove
T. Rowe Price Retirement 2010 FundTRRAXwas added by bmurphy9/15/2015Remove
T. Rowe Price Retirement 2005 FundTRRFXwas added by bmurphy9/15/2015Remove
T. Rowe Price Retirement Balanced FundTRRIXwas added by bmurphy9/15/2015Remove
Lazard International Strategic Equity Portfolio Institutional SharesLISIXwas added by bmurphy9/15/2015
Metropolitan West Total Return Bond Fund Class IMWTIXwas added by bmurphy9/15/2015
T. Rowe Price Retirement 2030 Fund Advisor ClassPARCXwas removed by bmurphy9/15/2015
T. Rowe Price Retirement 2025 Fund Advisor ClassPARJXwas removed by bmurphy9/15/2015
Thornburg International Value Fund Class R4THVRXwas removed by bmurphy9/15/2015
T. Rowe Price Retirement 2035 Fund Advisor ClassPARKXwas removed by bmurphy9/15/2015
T. Rowe Price Retirement 2040 Fund Advisor ClassPARDXwas removed by bmurphy9/15/2015
T. Rowe Price Retirement 2045 Fund Advisor ClassPARLXwas removed by bmurphy9/15/2015
T. Rowe Price Retirement 2050 Fund Advisor ClassPARFXwas removed by bmurphy9/15/2015
T. Rowe Price Retirement 2055 Fund Advisor ClassPAROXwas removed by bmurphy9/15/2015
T. Rowe Price Retirement 2020 Fund Advisor ClassPARBXwas removed by bmurphy9/15/2015
T. Rowe Price Retirement 2015 Fund Advisor ClassPARHXwas removed by bmurphy9/15/2015
T. Rowe Price Retirement 2010 Fund Advisor ClassPARAXwas removed by bmurphy9/15/2015
T. Rowe Price Retirement Balanced Fund Advisor ClassPARIXwas removed by bmurphy9/15/2015
T. Rowe Price Retirement 2005 Fund Advisor ClassPARGXwas removed by bmurphy9/15/2015
PIMCO Total Return Fund Institutional ClassPTTRXwas removed by bmurphy9/15/2015
NYL Guaranteed Interest Accountwas added by bmurphy7/14/2014Remove
NYL Guaranteed Interest Accountwas removed by bmurphy7/14/2014Remove
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas added by bmurphy7/14/2014
Vanguard Total International Stock Index Fund Signal SharesVTSGXwas removed by bmurphy7/14/2014
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class AMACGXwas removed by bmurphy7/14/2014
AB Discovery Growth Fund Class ICHCIXwas added by bmurphy7/14/2014
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class AMACGXwas added by bmurphy1/15/2014
John Hancock Funds Disciplined Value Mid Cap Fund Class IJVMIXwas added by bmurphy1/15/2014
Morgan Stanley Institutional Mid Cap Growth Fund Class HMSKHXwas removed by bmurphy1/15/2014
PIMCO Total Return Fund Administrative ClassPTRAXwas removed by bmurphy1/15/2014
Perkins Mid Cap Value Fund Class TJMCVXwas removed by bmurphy1/15/2014
PIMCO Total Return Fund Administrative ClassPTRAXwas added by bmurphy5/8/2013
Morgan Stanley Mid Cap Growth ADGRAXwas removed by bmurphy1/23/2013
GE Institutional International Equity Fund Class ServiceGIESXwas removed by bmurphy1/23/2013
American Funds The Growth Fund of America Class R-4RGAEXwas removed by bmurphy1/23/2013
Thornburg International Value Fund Class R4THVRXwas added by bmurphy1/23/2013
Morgan Stanley Institutional Mid Cap Growth Fund Class HMSKHXwas added by bmurphy1/23/2013
Pioneer Fundamental Growth Fund Class YFUNYXwas added by bmurphy1/23/2013Remove
T. Rowe Price Retirement 2035 Fund Advisor ClassPARKXwas added by kivalia11/24/2011
T. Rowe Price Retirement 2040 Fund Advisor ClassPARDXwas added by kivalia11/24/2011
T. Rowe Price Retirement 2045 Fund Advisor ClassPARLXwas added by kivalia11/24/2011
T. Rowe Price Retirement 2050 Fund Advisor ClassPARFXwas added by kivalia11/24/2011
T. Rowe Price Retirement 2055 Fund Advisor ClassPAROXwas added by kivalia11/24/2011
Neuberger Berman High Income Bond Fund Institutional ClassNHILXwas added by kivalia11/24/2011
Templeton Global Bond Fund Class ATPINXwas added by kivalia11/24/2011
Dodge & Cox Stock FundDODGXwas added by kivalia11/24/2011Remove
Transamerica Partners Institutional Stock Index FundDISFXwas added by kivalia11/24/2011
American Funds The Growth Fund of America Class R-4RGAEXwas added by kivalia11/24/2011
Perkins Mid Cap Value Fund Class TJMCVXwas added by kivalia11/24/2011
Fidelity Extended Market Index Fund Premium ClassFSEVXwas added by kivalia11/24/2011
Morgan Stanley Mid Cap Growth ADGRAXwas added by kivalia11/24/2011
Columbia Small Cap Value Fund II Class ZNSVAXwas added by kivalia11/24/2011Remove
Baron Small Cap Fund Retail ClassBSCFXwas added by kivalia11/24/2011Remove
Invesco Real Estate Fund Class AIARAXwas added by kivalia11/24/2011
GE Institutional International Equity Fund Class ServiceGIESXwas added by kivalia11/24/2011
Vanguard Total International Stock Index Fund Signal SharesVTSGXwas added by kivalia11/24/2011
Invesco Developing Markets Awas added by kivalia11/24/2011Remove
T. Rowe Price Retirement Balanced Fund Advisor ClassPARIXwas added by kivalia11/24/2011
T. Rowe Price Retirement 2005 Fund Advisor ClassPARGXwas added by kivalia11/24/2011
T. Rowe Price Retirement 2010 Fund Advisor ClassPARAXwas added by kivalia11/24/2011
T. Rowe Price Retirement 2015 Fund Advisor ClassPARHXwas added by kivalia11/24/2011
T. Rowe Price Retirement 2020 Fund Advisor ClassPARBXwas added by kivalia11/24/2011
T. Rowe Price Retirement 2025 Fund Advisor ClassPARJXwas added by kivalia11/24/2011
T. Rowe Price Retirement 2030 Fund Advisor ClassPARCXwas added by kivalia11/24/2011
NYL Guaranteed Interest Accountwas added by kivalia11/24/2011Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by kivalia11/24/2011
Pioneer Strategic Income Fund Class APSRAXwas added by kivalia11/24/2011
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