UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN

Plan Contact

  • Address: 677 ALA MOANA BLVD STE 1001,HONOLULU,HI
  • Contact person: MICHAEL OGLESBY
  • Phone: (808) 469-4900

Plan General Information

UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN is $34,715,040.00.This plan was established in 2004.

UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN is 738

UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN is $47,039.00

UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN is $1,340.00.

UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN is approximately $469.00
Investing in this additonal $469.00 for 20 years would give you extra $30,072.00, assuming a 10% annual return.

UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN allocates $346,768.00 to match its employees' contributions, providing an employer match rate of 37.08% of their contributions

UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN is 12.00%.

UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN is 17.28%. This measures the effectiveness of the plan participants' investments in the year.

UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN is 0.10%.

Enrollment Features

UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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