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Sponsor portfolioTH

HALE MAKUA HEALTH SERVICES

EIN 99-0080460-medical practice-Latest filing 2025
Plans
3
Retirement
2
$17.3M assets
Welfare
1
$3.6M premiums
Participants
942
472 KAULANA STREET - KAHULUI, HI 96732808-871-9220LinkedIn501-1000 employeesmedical practice
Plans on this EIN
3 filings
#006401k-$16.9M - 491 part#001TraditionalDB-$416K - 0 part#501Mixed-$3.6M - 486 lives

Retirement portfolio analytics

2 plans aggregated / $17.3M assets / 491 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • HEALTH SERVICES 401(K) (#006)98%
  • OF HALE MAKUA (#001)2%
Total $17.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH SERVICES 401(K) (#006)491
Total 491Click row to drill in

Benefits portfolio analytics

1 plan / $3.6M premiums / 486 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Vision$3.5M
  • Prescription drug$3.5M
  • Other$73K
  • Life$64K
  • Long-term disability$64K
Total $3.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • KAISER FOUNDATION HEALTH PLAN INC87%
  • HAWAII MEDICAL SERVICE ASSOCIATION11%
  • USABLE LIFE2%
  • WORKLIFE HAWAII0%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • ATLAS INSURANCE AGENCY, INC.93%
  • VICTORINE BECKI-LIN7%
Total $10K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

HALE MAKUA HEALTH SERVICES 401(K) PLAN

401k

Assets$16.9M
Participants491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR BARGAINING AND NON-BARGAINING EMPLOYEES OF HALE MAKUA

TraditionalDB

Assets$416K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HALE MAKUA HEALTH SERVICES EMPLOYEE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF HAWAII

Premiums$3.6M
Covered lives486
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
006HALE MAKUA HEALTH SERVICES 401(K) PLAN401k$16.9M4912024
001RETIREMENT PLAN FOR BARGAINING AND NON-BARGAINING EMPLOYEES OF HALE MAKUATraditionalDB$416K02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HALE MAKUA HEALTH SERVICES EMPLOYEE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN OF HAWAII$3.6M4862025
Retirement plans
Welfare plans
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