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  2. HAWAII MEDICAL SERVICE ASSOCIATION
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HAWAII MEDICAL SERVICE ASSOCIATION

EIN 99-0040115-hospital & health care-Latest filing 2024
Plans
9
Retirement
2
$712.5M assets
Welfare
7
$4.4M premiums
Participants
11,054
818 KEEAUMOKU STREET - HONOLULU, HI 96814808-948-5110hawaiimedicalassociation.orgLinkedIn1-10 employeeshospital & health care
Plans on this EIN
9 filings
#002401k-$480.0M - 2,185 part#001CashBalance-$232.4M - 1,261 part#503Fully Insured-$2.3M - 1,334 lives#505Fully Insured-$993K - 509 lives#502Fully Insured-$708K - 2,195 lives#501Fully Insured-$414K - 1,193 lives#507Fully Insured-$16K - 1,410 lives#504Self Funded-0 lives#506Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $712.5M assets / 3,446 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • EMPLOYEE THRIFT PLAN (#002)67%
  • MEDICAL SERVICE ASSOCIATION (#001)33%
Total $712.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
67%top
  • THE VANGUARD GROUP, INC.67%
  • (Not disclosed)33%
Total $712.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE THRIFT PLAN (#002)2,185
  • MEDICAL SERVICE ASSOCIATION (#001)1,261
Total 3,446Click row to drill in

Benefits portfolio analytics

7 plans / $4.4M premiums / 6,641 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.0M
  • Health$3.3M
  • Dental$3.3M
  • Vision$3.3M
  • Prescription drug$3.3M
  • Life$708K
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • HAWAII MEDICAL SERVICE ASSOCIATION74%
  • USABLE LIFE25%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $4.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $4K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HAWAII MEDICAL SERVICE ASSOCIATION EMPLOYEE THRIFT PLAN

401k

Assets$480.0M
Participants2,185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF HAWAII MEDICAL SERVICE ASSOCIATION

CashBalance

Assets$232.4M
Participants1,261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HEALTH PLAN FOR EMPLOYEES OF HAWAII MEDICAL SERVICE ASSOCIATION

Fully Insured - HAWAII MEDICAL SERVICE ASSOCIATION

Premiums$2.3M
Covered lives1,334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLAN

Fully Insured - HAWAII MEDICAL SERVICE ASSOCIATION

Premiums$993K
Covered lives509
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HAWAII MEDICAL SERVICE ASSOCIATION HMSA LIFE AD&D DEPENDENT LIFE INSURANCE PLAN

Fully Insured - USABLE LIFE

Premiums$708K
Covered lives2,195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HAWAII MEDICAL SERVICE ASSOCIATION LONG TERM DISABILITY INSURANCE

Fully Insured - USABLE LIFE

Premiums$414K
Covered lives1,193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

HAWAII MEDICAL SERVICE ASSOCIATION BUSINESS TRAVEL ACCIDENT POLICY

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$16K
Covered lives1,410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

FLEX SPENDING PLAN FOR EMPLOYEES OF HAWAII MEDICAL SERVICE ASSOCIATION

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

HAWAII MEDICAL SERVICE ASSOCIATION HEALTH REIMBURSEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HAWAII MEDICAL SERVICE ASSOCIATION EMPLOYEE THRIFT PLAN401k$480.0M2,1852024
001NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF HAWAII MEDICAL SERVICE ASSOCIATIONCashBalance$232.4M1,2612024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HEALTH PLAN FOR EMPLOYEES OF HAWAII MEDICAL SERVICE ASSOCIATIONFully InsuredHAWAII MEDICAL SERVICE ASSOCIATION$2.3M1,3342024
505HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS PLANFully InsuredHAWAII MEDICAL SERVICE ASSOCIATION$993K5092024
502HAWAII MEDICAL SERVICE ASSOCIATION HMSA LIFE AD&D DEPENDENT LIFE INSURANCE PLANFully InsuredUSABLE LIFE$708K2,1952024
501HAWAII MEDICAL SERVICE ASSOCIATION LONG TERM DISABILITY INSURANCEFully InsuredUSABLE LIFE$414K1,1932024
507HAWAII MEDICAL SERVICE ASSOCIATION BUSINESS TRAVEL ACCIDENT POLICYFully InsuredFEDERAL INSURANCE COMPANY$16K1,4102024
504FLEX SPENDING PLAN FOR EMPLOYEES OF HAWAII MEDICAL SERVICE ASSOCIATIONSelf Funded-$002024
506HAWAII MEDICAL SERVICE ASSOCIATION HEALTH REIMBURSEMENT PLANSelf Funded-$002024
Retirement plans
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