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Sponsor portfolioTH

HAWAIIUSA FEDERAL CREDIT UNION

EIN 99-0073436-financial services-Latest filing 2025
Plans
2
Retirement
1
$62.5M assets
Welfare
1
$4.8M premiums
Participants
913
1226 COLLEGE WALK - HONOLULU, HI 96817808-534-4300hawaiiusafcu.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#044ProfitSharing-$62.5M - 555 part#502Mixed-$4.8M - 5,280 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 5,280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Vision$3.3M
  • Prescription drug$3.3M
  • Dental$277K
  • Life$141K
  • Long-term disability$105K
  • +1 more
Total $4.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • UNIVERSITY HEALTH ALLIANCE68%
  • KAISER FOUNDATION HEALTH PLAN INC19%
  • HAWAII MEDICAL SERVICE ASSOCIATION6%
  • STANDARD INSURANCE COMPANY5%
  • USABLE LIFE2%
  • +1 more
Total $4.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ADVANTAGE INSURANCE SERVICES, INC.99%
  • MERCER HEALTH AND BENEFITS, LLC1%
Total $141K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#044

HAWAIIUSA FCU RETIREMENT PLAN

ProfitSharing

Assets$62.5M
Participants555
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HAWAIIUSA FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN

Mixed - UNIVERSITY HEALTH ALLIANCE

Premiums$4.8M
Covered lives5,280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
044HAWAIIUSA FCU RETIREMENT PLANProfitSharing$62.5M5552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HAWAIIUSA FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLANMixedUNIVERSITY HEALTH ALLIANCE$4.8M5,2802025
Retirement plans
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