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Sponsor portfolioTH

LILIUOKALANI TRUST

EIN 99-0078890-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$21.1M assets
Welfare
1
$2.4M premiums
Participants
531
1100 ALAKEA STREET, SUITE 1100 - HONOLULU, HI 96813808-203-6150onipaa.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#003401k-$21.1M - 271 part#507Fully Insured-$2.4M - 324 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Vision$2.0M
  • Prescription drug$2.0M
  • Other$188K
  • Dental$142K
  • Life$124K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNIVERSITY HEALTH ALLIANCE50%
  • KAISER FOUNDATION HEALTH PLAN INC36%
  • HAWAII MEDICAL SERVICE ASSOCIATION6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • AFLAC2%
  • +1 more
Total $2.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • MERCER HEALTH AND BENEFITS, LLC88%
  • PATTIE L ARANIO3%
  • JASON C CRANE3%
  • TYLER K PANG2%
  • GRACE KIM AND OTHER AGENTS1%
  • +3 more
Total $101K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LILI'UOKALANI TRUST 401(K) PLAN

401k

Assets$21.1M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

LILI'UOKALANI TRUST HEALTH AND WELFARE PLAN

Fully Insured - UNIVERSITY HEALTH ALLIANCE

Premiums$2.4M
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003LILI'UOKALANI TRUST 401(K) PLAN401k$21.1M2712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507LILI'UOKALANI TRUST HEALTH AND WELFARE PLANFully InsuredUNIVERSITY HEALTH ALLIANCE$2.4M3242025
Retirement plans
Welfare plans
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