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Sponsor portfolioTH

LOKAHI FEDERAL CREDIT UNION

EIN 99-0073450-banking-Latest filing 2025
Plans
5
Retirement
2
$23.5M assets
Welfare
3
$1.1M premiums
Participants
452
P. O. BOX 30025 - HONOLULU, HI 968200025808-423-1391lokahifcu.comLinkedIn51-200 employeesbanking
Plans on this EIN
5 filings
#001401k-$18.9M - 79 part#002401k-$4.6M - 45 part#507Fully Insured-$1.0M - 101 lives#502Fully Insured-$36K - 95 lives#506Fully Insured-$23K - 127 lives

Retirement portfolio analytics

2 plans aggregated / $23.5M assets / 124 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PROFIT SHARING PLAN (#001)80%
  • PROFIT SHARING PLAN (#002)20%
Total $23.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)79
  • PROFIT SHARING PLAN (#002)45
Total 124Click row to drill in

Benefits portfolio analytics

3 plans / $1.1M premiums / 323 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$946K
  • Dental$68K
  • Other$61K
  • Life$36K
  • Long-term disability$36K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • HAWAII MEDICAL SERVICE ASSOCIATION81%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • WORKLIFE HAWAII0%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $8K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HICKAM FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401k

Assets$18.9M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HICKAM FEDERAL CREDIT UNION-BRANCH SERVICES 401(K) PROFIT SHARING PLAN

401k

Assets$4.6M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

LOKAHI FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN

Fully Insured - HAWAII MEDICAL SERVICE ASSOCIATION

Premiums$1.0M
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LOKAHI FEDERAL CREDIT UNION LIFE ACCIDENT AND DISABILITY

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$36K
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

LOKAHI FEDERAL CREDIT UNION LONG TERM CARE

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$23K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HICKAM FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN401k$18.9M792025
002HICKAM FEDERAL CREDIT UNION-BRANCH SERVICES 401(K) PROFIT SHARING PLAN401k$4.6M452025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
507LOKAHI FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLANFully InsuredHAWAII MEDICAL SERVICE ASSOCIATION$1.0M1012025
502LOKAHI FEDERAL CREDIT UNION LIFE ACCIDENT AND DISABILITYFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$36K952025
506LOKAHI FEDERAL CREDIT UNION LONG TERM CAREFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$23K1272025
Retirement plans
Welfare plans
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