Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
KAMEHAMEHA SCHOOLS
EIN 99-0073480retailLatest filing 2025
Plans
6
Retirement
3
$952.1M assets
Welfare
3
$11.0M premiums
Participants
9,755
Retirement portfolio analytics
3 plans aggregated / $952.1M assets / 6,588 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $11.0M premiums / 4,928 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.6M
- Vision$6.6M
- Prescription drug$6.6M
- Dental$2.3M
- Other$2.1M
- Life$1.6M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
56%top
- KAISER FOUNDATION HEALTH PLAN INC56%
- HAWAII MEDICAL SERVICE ASSOCIATION25%
- HARTFORD LIFE AND ACCIDENT15%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- EMPLOYEE NETWORK, INC.1%
- +1 more
Broker market share
Schedule A broker compensation
79%top
- MERCER HEALTH AND BENEFITS, LLC79%
- STRATEGIC NON-MEDICAL SOLUTION20%
- WILLIS TOWERS WATSON US LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#007
KAMEHAMEHA SCHOOLS 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$653.5M
Participants3,537
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KAMEHAMEHA SCHOOLS RETIREMENT PLAN
TraditionalDB
Assets$294.1M
Participants2,697
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN
403b
Assets$4.4M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
KAMEHAMEHA SCHOOLS HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC
Premiums$11.0M
Covered lives4,928
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
KAMEHAMEHA SCHOOLS RETIREE STIPEND PROGRAM
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530
KAMEHAMEHA SCHOOLS RETIREE HRA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | KAMEHAMEHA SCHOOLS 401(K) RETIREMENT SAVINGS PLAN | 401k | $653.5M | 3,537 | 2024 | |
| 002 | KAMEHAMEHA SCHOOLS RETIREMENT PLAN | TraditionalDB | $294.1M | 2,697 | 2025 | |
| 008 | KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN | 403b | $4.4M | 354 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | KAMEHAMEHA SCHOOLS HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC | $11.0M | 4,928 | 2024 | |
| 510 | KAMEHAMEHA SCHOOLS RETIREE STIPEND PROGRAM | Self Funded | - | $0 | 0 | 2024 | |
| 530 | KAMEHAMEHA SCHOOLS RETIREE HRA PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans