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Sponsor portfolio

ALAKAINA FOUNDATION

EIN 45-0538257-management consulting-Latest filing 2025
Plans
2
Retirement
1
$99.2M assets
Welfare
1
$8.1M premiums
Participants
3,407
1600 KAPIOLANI BLVD, SUITE 530 - HONOLULU, HI 968143805407-475-3844LinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$99.2M - 2,176 part#502Fully Insured-$8.1M - 1,435 lives

Benefits portfolio analytics

1 plan / $8.1M premiums / 1,435 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.2M
  • Prescription drug$5.7M
  • Life$1.5M
  • Other$1.3M
  • Dental$791K
  • Short-term disability$757K
  • +2 more
Total $8.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • HAWAII MEDICAL SERVICE ASSOCIATION71%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • 5STAR LIFE INSURANCE COMPANY9%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
  • TRIPLE S SALUD, INC.2%
  • +1 more
Total $8.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • CORPORATE SYNERGIES GROUP LLC88%
  • JOHN TURNER (AGT NO. WHI15)7%
  • KENNETH BERRIOS RODRIGUEZ3%
  • BENEFIT PLAN SOLUTIONS, INC.2%
Total $205K4 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

ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN

401k

Assets$99.2M
Participants2,176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ALAKAINA FOUNDATION HEALTH AND WELFARE PLAN

Fully Insured - HAWAII MEDICAL SERVICE ASSOCIATION

Premiums$8.1M
Covered lives1,435
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN401k$99.2M2,1762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ALAKAINA FOUNDATION HEALTH AND WELFARE PLANFully InsuredHAWAII MEDICAL SERVICE ASSOCIATION$8.1M1,4352025
Retirement plans
Welfare plans
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