PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Lokahi Federal Credit Union
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Lokahi Federal Credit Union

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

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $23.5M assets / 124 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$18.9M
  • PROFIT SHARING PLAN (#002)$4.6M
Total $23.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)79
  • PROFIT SHARING PLAN (#002)45
Total 124Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HICKAM FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401(k)

Assets$18.9M
Participants79
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

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

401(k)

Assets$4.6M
Participants45
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507

LOKAHI FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN

Fully insured - HAWAII MEDICAL SERVICE ASSOCIATION

Premiums$1.0M
Covered lives101
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

LOKAHI FEDERAL CREDIT UNION LIFE ACCIDENT AND DISABILITY

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$36K
Covered lives95
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

LOKAHI FEDERAL CREDIT UNION LONG TERM CARE

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$23K
Covered lives127
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HICKAM FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN401(k)$18.9M792025
#002HICKAM FEDERAL CREDIT UNION-BRANCH SERVICES 401(K) PROFIT SHARING PLAN401(k)$4.6M452025
  • HICKAM FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN$18.9M
    #001 · 401(k) · 202579
  • HICKAM FEDERAL CREDIT UNION-BRANCH SERVICES 401(K) PROFIT SHARING PLAN$4.6M
    #002 · 401(k) · 202545

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • LOKAHI FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN$1.0M
    #507 · Fully insured · HAWAII MEDICAL SERVICE ASSOCIATION · 2025101
  • LOKAHI FEDERAL CREDIT UNION LIFE ACCIDENT AND DISABILITY$36K
    #502 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 202595
  • LOKAHI FEDERAL CREDIT UNION LONG TERM CARE$23K
    #506 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025127
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica