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Sponsor portfolio

HAWAII PACIFIC FOUNDATION

EIN 27-2497099-Latest filing 2025
Plans
2
Retirement
1
$24.3M assets
Welfare
1
$415K premiums
Participants
1,047
9720 CAPITAL COURT, SUITE 201 - MANASSAS, VA 20110703-607-9736
Plans on this EIN
2 filings
#001401k-$24.3M - 804 part#501Fully Insured-$415K - 256 lives

Benefits portfolio analytics

1 plan / $415K premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$148K
  • Short-term disability$148K
  • Long-term disability$148K
  • Other$148K
  • Dental$140K
  • Health$97K
  • +1 more
Total $415K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY36%
  • UNITED CONCORDIA INSURANCE COMPANY34%
  • HAWAII MEDICAL SERVICE ASSOCIATION23%
  • VISION SERVICE PLAN7%
  • HARTFORD LIFE AND ACCIDENT1%
Total $415K5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • PATRIOT GROWTH INSURANCE SERVICES94%
  • GALLAGHER BENEFIT SERVICES, INC.6%
  • THE BUSINESS BENEFITS GROUP, INC.0%
Total $51K3 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

HAWAII PACIFIC FOUNDATION 401(K) PLAN

401k

Assets$24.3M
Participants804
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAWAII PACIFIC FOUNDATION WELFARE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$415K
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAWAII PACIFIC FOUNDATION 401(K) PLAN401k$24.3M8042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAWAII PACIFIC FOUNDATION WELFARE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$415K2562025
Retirement plans
Welfare plans
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