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Sponsor portfolio

KAPUA ORCHARDS, INC

EIN 52-2124001-Latest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$1.3M premiums
Participants
330
851 FORT STREET MALL, SUITE 200 - HONOLULU, HI 96813808-842-7304
Plans on this EIN
2 filings
#001401k-$4.5M - 194 part#501Fully Insured-$1.3M - 140 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Health$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Dental$32K
  • Life$11K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • HAWAII MEDICAL SERVICE ASSOCIATION99%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • ATLAS INSURANCE AGENCY, INC.97%
  • MARSH & MCLENNAN AGENCY LLC3%
Total $38K2 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

KAPUA ORCHARDS INC. 401(K) PROFIT SHARING PLAN

401k

Assets$4.5M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH PLAN FOR THE EMPLOYEES OF KAPUA ORCHARDS, INC

Fully Insured - HAWAII MEDICAL ASSURANCE ASSOCIATION

Premiums$1.3M
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KAPUA ORCHARDS INC. 401(K) PROFIT SHARING PLAN401k$4.5M1942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH PLAN FOR THE EMPLOYEES OF KAPUA ORCHARDS, INCFully InsuredHAWAII MEDICAL ASSURANCE ASSOCIATION$1.3M1402025
Retirement plans
Welfare plans
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