Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MATSON, INC.
EIN 99-0032630Transportation and WarehousingLatest filing 2024
Plans
6
Retirement
4
$641.4M assets
Welfare
2
$18.7M premiums
Participants
9,709
2121 N. CALIFORNIA BLVD, SUITE 500 - WALNUT CREEK, CA 94596510-628-4000
Retirement portfolio analytics
4 plans aggregated / $641.4M assets / 4,223 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $18.7M premiums / 5,486 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$14.4M
- Prescription drug$14.4M
- Vision$11.1M
- Other$3.9M
- Life$3.2M
- Long-term disability$2.3M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
40%top
- HAWAII MEDICAL SERVICE ASSOCIATION40%
- KAISER FOUNDATION HEALTH PLAN INC36%
- METROPOLITAN LIFE INSURANCE COMPANY21%
- VISION SERVICE PLAN2%
- CALVO'S SELECTCARE INSURANCE, INC.2%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#016
MATSON, INC. 401(K) AND PROFIT SHARING PLAN FOR NON-BARGAINING EMPLOYEES
ProfitSharing
Assets$332.5M
Participants1,936
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014
RETIREMENT PLAN FOR EMPLOYEES OF MATSON
CashBalance
Assets$242.3M
Participants1,859
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022
MATSON AND SUBSIDIARIES 401(K) RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES
401k
Assets$50.3M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015
MATSON INDIVIDUAL DEFERRED COMPENSATION AND PROFIT SHARING PLAN FOR BARGAINING UNIT EMPLOYEES
401k
Assets$16.2M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MATSON, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - HAWAII MEDICAL SERVICE ASSOCIATION
Premiums$9.9M
Covered lives2,743
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
MATSON RETIREE HEALTH AND WELFARE BENEFIT PLAN
Mixed - HAWAII MEDICAL SERVICE ASSOCIATION
Premiums$8.8M
Covered lives2,743
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 016 | MATSON, INC. 401(K) AND PROFIT SHARING PLAN FOR NON-BARGAINING EMPLOYEES | ProfitSharing | $332.5M | 1,936 | 2024 | |
| 014 | RETIREMENT PLAN FOR EMPLOYEES OF MATSON | CashBalance | $242.3M | 1,859 | 2024 | |
| 022 | MATSON AND SUBSIDIARIES 401(K) RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES | 401k | $50.3M | 306 | 2024 | |
| 015 | MATSON INDIVIDUAL DEFERRED COMPENSATION AND PROFIT SHARING PLAN FOR BARGAINING UNIT EMPLOYEES | 401k | $16.2M | 122 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MATSON, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | HAWAII MEDICAL SERVICE ASSOCIATION | $9.9M | 2,743 | 2024 | |
| 515 | MATSON RETIREE HEALTH AND WELFARE BENEFIT PLAN | Mixed | HAWAII MEDICAL SERVICE ASSOCIATION | $8.8M | 2,743 | 2024 |
Retirement plans
Welfare plans