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Sponsor portfolio

PUNA PLANTATION HAWAII, LTD.

EIN 99-0064910-food & beverages-Latest filing 2025
Plans
4
Retirement
1
$35.4M assets
Welfare
3
$4.2M premiums
Participants
1,673
50 E. PUAINAKO STREET - HILO, HI 967205243808-959-4575LinkedIn1001-5000 employeesfood & beverages
Plans on this EIN
4 filings
#003401k-$35.4M - 806 part#503Fully Insured-$3.3M - 375 lives#504Fully Insured-$610K - 88 lives#501Fully Insured-$235K - 404 lives

Benefits portfolio analytics

3 plans / $4.2M premiums / 867 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Dental$3.9M
  • Vision$3.9M
  • Prescription drug$3.9M
  • Life$235K
  • Long-term disability$235K
  • +1 more
Total $4.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • HAWAII MEDICAL SERVICE ASSOCIATION80%
  • KAISER FOUNDATION HEALTH PLAN INC15%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Total $4.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • AE & ASSOCIATES INSURANCE SERVICES70%
  • STAN A SHERLIN30%
Total $32K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

KTA SUPER STORES 401(K) PROFIT SHARING PLAN

401k

Assets$35.4M
Participants806
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HMSA MEDICAL PLAN FOR THE EMPLOYEES OF PUNA PLANTATION HAWAII, LTD.

Fully Insured - HAWAII MEDICAL SERVICE ASSOC.

Premiums$3.3M
Covered lives375
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

KAISER FOUNDATION MEDICAL PLAN FOR THE EMPLOYEES OF PUNA PLANTATION HAWAII, LTD.

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF HAWAII

Premiums$610K
Covered lives88
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PUNA PLANTATION HAWAII, LTD. LIFE/ACCIDENTAL DEATH & DISMEMBERMENT/LONG TERM DISABILITY PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY

Premiums$235K
Covered lives404
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003KTA SUPER STORES 401(K) PROFIT SHARING PLAN401k$35.4M8062024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HMSA MEDICAL PLAN FOR THE EMPLOYEES OF PUNA PLANTATION HAWAII, LTD.Fully InsuredHAWAII MEDICAL SERVICE ASSOC.$3.3M3752025
504KAISER FOUNDATION MEDICAL PLAN FOR THE EMPLOYEES OF PUNA PLANTATION HAWAII, LTD.Fully InsuredKAISER FOUNDATION HEALTH PLAN OF HAWAII$610K882025
501PUNA PLANTATION HAWAII, LTD. LIFE/ACCIDENTAL DEATH & DISMEMBERMENT/LONG TERM DISABILITY PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY$235K4042025
Retirement plans
Welfare plans
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