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Sponsor portfolio

KINA'OLE FAMILY OF COMPANIES

EIN 27-0287605-Latest filing 2025
Plans
2
Retirement
1
$2.0M assets
Welfare
1
$341K premiums
Participants
196
PO BOX 29444 - HONOLULU, HI 96820210-383-3215
Plans on this EIN
2 filings
#001401k-$2.0M - 144 part#501Fully Insured-$341K - 108 lives

Benefits portfolio analytics

1 plan / $341K premiums / 108 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$331K
  • Dental$331K
  • Prescription drug$331K
  • Vision$10K
Total $341K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • HAWAII MEDICAL SERVICE ASSOCIATION76%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY21%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
  • NATIONWIDE LIFE INSURANCE COMPANY0%
Total $341K5 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • BROWN & BROWN INSURANCE SERVICES88%
  • HUB INTERNATIONAL MIDWEST LIMITED12%
Total $12K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KINAOLE FAMILY OF COMPANIES 401(K) PLAN

401k

Assets$2.0M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KINA'OLE FAMILY OF COMPANIES WELFARE BENEFIT PLAN

Fully Insured - HAWAII MEDICAL SERVICE ASSOCIATION

Premiums$341K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KINAOLE FAMILY OF COMPANIES 401(K) PLAN401k$2.0M1442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KINA'OLE FAMILY OF COMPANIES WELFARE BENEFIT PLANFully InsuredHAWAII MEDICAL SERVICE ASSOCIATION$341K1082025
Retirement plans
Welfare plans
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