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Sponsor portfolioTH

PUNAHOU SCHOOL

EIN 99-0073523-primary/secondary education-Latest filing 2025
Plans
6
Retirement
1
$326.2M assets
Welfare
5
$24.1M premiums
Participants
3,250
1601 PUNAHOU STREET - HONOLULU, HI 968223336808-943-3273punahou.eduLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
6 filings
#001403b-$326.2M - 2,272 part#508Mixed-$13.0M - 1,951 lives#501Fully Insured-$10.0M - 1,970 lives#507Fully Insured-$714K - 900 lives#502Fully Insured-$475K - 789 lives#505Self Funded-0 lives

Benefits portfolio analytics

5 plans / $24.1M premiums / 5,610 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.2M
  • Prescription drug$11.2M
  • Vision$1.8M
  • Dental$866K
  • Other$843K
  • Life$532K
  • +1 more
Total $13.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • HAWAII MEDICAL SERVICE ASSOCIATION80%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • HARTFORD LIFE AND ACCIDENT4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN1%
  • +1 more
Total $13.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • MERCER HEALTH AND BENEFITS, LLC83%
  • AGIS NETWORK INSURANCE SERVICE17%
Total $159K2 slices

Plan deep-dives

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

PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$326.2M
Participants2,272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

PUNAHOU SCHOOL HEALTH AND WELFARE BENEFITS PLAN

Mixed - HAWAII MEDICAL SERVICE ASSOCIATION

Premiums$13.0M
Covered lives1,951
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PUNAHOU SCHOOL MEDICAL HOSPITAL PLAN

Fully Insured - HMSA

Premiums$10.0M
Covered lives1,970
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

GROUP LONG TERM CARE

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$714K
Covered lives900
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PUNAHOU SCHOOL LIFE INSURANCE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$475K
Covered lives789
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

PUNAHOU SCHOOL CAFETERIA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$326.2M2,2722024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
508PUNAHOU SCHOOL HEALTH AND WELFARE BENEFITS PLANMixedHAWAII MEDICAL SERVICE ASSOCIATION$13.0M1,9512025
501PUNAHOU SCHOOL MEDICAL HOSPITAL PLANFully InsuredHMSA$10.0M1,9702024
507GROUP LONG TERM CAREFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$714K9002024
502PUNAHOU SCHOOL LIFE INSURANCE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$475K7892024
505PUNAHOU SCHOOL CAFETERIA PLANSelf Funded-$002024
Retirement plans
Welfare plans
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