Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$223K
- Life$133K
- Long-term disability$57K
- Vision$54K
Sponsor portfolioTH
MAUI JIM, INC.
EIN 37-1173264Latest filing 2025
Plans
2
Retirement
1
$142.6M assets
Welfare
1
$334K premiums
Participants
1,455
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $334K premiums / 597 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA64%
- RELIASTAR LIFE INSURANCE COMPANY19%
- VISION SERVICE PLAN16%
Broker market share
Schedule A broker compensation
100%top
- COTTINGHAM & BUTLER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MAUI JIM, INC. 401(K) RETIREMENT AND SAVINGS PLAN AND TRUST
401k
Assets$142.6M
Participants902
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WELFARE BENEFIT PLAN GROUP HEALTH, LIFE, LTD
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$334K
Covered lives597
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MAUI JIM, INC. 401(K) RETIREMENT AND SAVINGS PLAN AND TRUST | 401k | $142.6M | 902 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WELFARE BENEFIT PLAN GROUP HEALTH, LIFE, LTD | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $334K | 597 | 2025 |
Retirement plans
Welfare plans