Sponsor portfolio

WEST HAWAII COMMUNITY HEALTH CENTER

EIN 20-0495394Latest filing 2025

Plans

Retirement

$15.3M assets

Welfare

$4.7M premiums

Participants

1,201

75-5751 KUAKINI HWY., SUITE 203 - KAILUA KONA, HI 96740808-326-5629

Plans on this EIN

3 filings

#001403b-$12.9M - 669 part #003OtherDC-$2.4M - 87 part #502Fully Insured-$4.7M - 775 lives

Retirement portfolio analytics

2 plans aggregated / $15.3M assets / 756 participants

Assets by plan

Share of aggregate retirement assets

84%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $4.7M premiums / 775 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$4.0M
Prescription drug$4.0M
Dental$314K
Other$220K
Short-term disability$135K
Long-term disability$135K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

92%top

HAWAII MEDICAL SERVICE ASSOCIATION92%
HARTFORD LIFE AND ACCIDENT3%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
UNUM LIFE INSURANCE COMPANY OF AMERICA2%
VISION SERVICE PLAN1%
+1 more

Broker market share

Schedule A broker compensation

Split broker

100%top

ATLAS INSURANCE AGENCY, INC.100%
WIACG-HI0%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

HAWAII ISLAND COMMUNITY HEALTH CENTER 403(B) PLAN

403b

Assets$12.9M

Participants669

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#003

BAY CLINIC, INC 401(K) PLAN

OtherDC

Assets$2.4M

Participants87

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#502