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Sponsor portfolioTH

PUNAHOU SCHOOL

EIN 99-0073523-primary/secondary education-Latest filing 2024
Plans
5
Retirement
1
$326.2M assets
Welfare
4
$11.1M premiums
Participants
2,272
1601 PUNAHOU STREET - HONOLULU, HI 968223336808-943-3273punahou.eduLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
5 filings
#001403b-$326.2M - 2,272 part#501Fully Insured-$10.0M - 1,970 lives#507Fully Insured-$714K - 900 lives#502Fully Insured-$475K - 789 lives#505Self Funded-0 lives

Benefits portfolio analytics

4 plans / $11.1M premiums / 3,659 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.1M
  • Vision$9.1M
  • Prescription drug$9.1M
  • Other$1.2M
  • Dental$805K
  • Life$475K
  • +1 more
Total $11.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • HAWAII MEDICAL SERVICE ASSOCIATION78%
  • KAISER FOUNDATION HEALTH PLAN INC12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • HARTFORD LIFE AND ACCIDENT4%
  • EMPLOYEE NETWORK, INC.0%
Total $11.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • STRATEGIC NON-MEDICAL SOLUTION37%
  • MERCER HEALTH AND BENEFITS, LLC36%
  • BROWN AND BROWN OF FLORIDA, INC.17%
  • DAVID MOLENAAR10%
Total $173K4 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#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 plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
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
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