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Sponsor portfolio

HALE MAHAOLU

EIN 99-0143109-hospitality-Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$1.1M premiums
Participants
193
200 HINA AVE - KAHULUI, HI 967321821808-872-4100halemohalu.comLinkedIn1-10 employeeshospitality
Plans on this EIN
2 filings
#002401k-$8.5M - 97 part#501Fully Insured-$1.1M - 121 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Vision$1.0M
  • Prescription drug$1.0M
  • Dental$48K
  • Other$21K
  • Long-term disability$18K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • KAISER FOUNDATION HEALTH PLAN INC65%
  • UNIVERSITY HEALTH ALLIANCE27%
  • HAWAII MEDICAL SERVICE ASSOCIATION4%
  • USABLE LIFE3%
  • EMPLOYEE NETWORK, INC.0%
Total $1.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • ATLAS INSURANCE AGENCY, INC.97%
  • BECKI-LIN VICTORINE3%
Total $6K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HALE MAHAOLU RETIREMENT PLAN

401k

Assets$8.5M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HALE MAHAOLU HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF HAWAII

Premiums$1.1M
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HALE MAHAOLU RETIREMENT PLAN401k$8.5M972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HALE MAHAOLU HEALTH AND WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF HAWAII$1.1M1212025
Retirement plans
Welfare plans
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