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Sponsor portfolioTH

FINANCE FACTORS LTD

EIN 99-0077649-financial services-Latest filing 2025
Plans
2
Retirement
1
$37.8M assets
Welfare
1
$1.2M premiums
Participants
397
1164 BISHOP ST STE 300 - HONOLULU, HI 968132899808-548-3390financefactors.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$37.8M - 247 part#501Fully Insured-$1.2M - 165 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.1M
  • Prescription drug$1.1M
  • Health$609K
  • Dental$73K
  • Other$52K
  • Life$52K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • HAWAII MEDICAL SERVICE ASSOCIATION49%
  • KAISER FOUNDATION HEALTH PLAN INC41%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • HARTFORD LIFE AND ACCIDENT0%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ARCHON LLC98%
  • FINANCE INSURANCE LTD2%
Total $4K2 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

FINANCE FACTORS 401(K)

401k

Assets$37.8M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FINANCE FACTORS HEALTH & WELFARE PLAN

Fully Insured - HAWAII MEDICAL SERVICES ASSOCIATION

Premiums$1.2M
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FINANCE FACTORS 401(K)401k$37.8M2472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FINANCE FACTORS HEALTH & WELFARE PLANFully InsuredHAWAII MEDICAL SERVICES ASSOCIATION$1.2M1652025
Retirement plans
Welfare plans
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