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  2. HAWAII PERMANENTE MEDICAL GROUP, INC.
Sponsor portfolioTH

HAWAII PERMANENTE MEDICAL GROUP, INC.

EIN 99-0104820-Health Care and Social Assistance-Latest filing 2024
Plans
4
Retirement
1
$497.6M assets
Welfare
3
$22.2M premiums
Participants
1,429
ONE KAISER PLAZA, 20TH FLOOR, 20B - OAKLAND, CA 94612510-271-5940
Plans on this EIN
4 filings
#001TraditionalDB-$497.6M - 1,160 part#560Mixed-$15.6M - 2,267 lives#580Mixed-$6.6M - 820 lives#501Self Funded-0 lives

Benefits portfolio analytics

3 plans / $22.2M premiums / 3,087 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$18.4M
  • Other$2.6M
  • Life$1.7M
  • Long-term disability$1.6M
  • Dental$1.2M
Total $22.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • KAISER FOUNDATION HEALTH PLAN INC83%
  • HARTFORD LIFE AND ACCIDENT8%
  • HAWAII MEDICAL SERVICE ASSOCIATION5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • ZURICH AMERICAN INSURANCE COMPANY0%
  • +1 more
Total $22.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • RICHARD I KERSTEN59%
  • KERSTEN & ASSOCIATES16%
  • STRATEGIC NON-MEDICAL SOLUTION12%
  • GALLAGHER BENEFIT SERVICES, INC.8%
  • ESSENTIAL BENEFITS LLC3%
  • +1 more
Total $399K6 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

PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC.

TraditionalDB

Assets$497.6M
Participants1,160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#560

HAWAII PERMANENTE MEDICAL GROUP, INC. HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$15.6M
Covered lives2,267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#580

HAWAII PERMANENTE MEDICAL GROUP, INC. RETIREE HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$6.6M
Covered lives820
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HAWAII PERMANENTE MEDICAL GROUP FLEXIBLE BENEFITS PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC.TraditionalDB$497.6M1,1602024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
560HAWAII PERMANENTE MEDICAL GROUP, INC. HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$15.6M2,2672024
580HAWAII PERMANENTE MEDICAL GROUP, INC. RETIREE HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$6.6M8202024
501HAWAII PERMANENTE MEDICAL GROUP FLEXIBLE BENEFITS PLANSelf Funded-$002024
Retirement plans
Welfare plans
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