Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
FIRST HAWAIIAN, INC. HUMAN RESOURCES DIVISION
EIN 99-0156159consumer servicesLatest filing 2024
Plans
4
Retirement
3
$655.9M assets
Welfare
1
$27.9M premiums
Participants
9,906
Retirement portfolio analytics
3 plans aggregated / $655.9M assets / 6,931 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
81%top
- (Not disclosed)81%
- GREAT-WEST LIFE & ANNUITY INSURANCE19%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $27.9M premiums / 2,992 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$23.8M
- Prescription drug$23.8M
- Other$2.3M
- Life$1.1M
- Long-term disability$399K
- Vision$284K
Carrier market share
Premium dollars by Schedule A carrier
69%top
- HAWAII MEDICAL SERVICE ASSOCIATION69%
- KAISER FOUNDATION HEALTH PLAN INC13%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
- +3 more
Broker market share
Schedule A broker compensation
48%top
- FIRST HAWAIIAN BANK48%
- BENEFITS HAWAII LLC21%
- STRATEGIC NON-MEDICAL SOLUTION21%
- WILLIS TOWERS WATSON US LLC9%
- BENCHMARK INS GROUP LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FIRST HAWAIIAN, INC. 401(K) SAVINGS PLAN
401k
Assets$455.8M
Participants2,934
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FIRST HAWAIIAN, INC. FUTURE PLAN
MoneyPurchase
Assets$126.7M
Participants2,698
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EMPLOYEES' RETIREMENT PLAN OF FIRST HAWAIIAN, INC.
TraditionalDB
Assets$73.4M
Participants1,299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514
FIRST HAWAIIAN BANK HEALTH & WELFARE PLAN
Mixed - HAWAII MEDICAL SERVICE ASSOCIATION
Premiums$27.9M
Covered lives2,992
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIRST HAWAIIAN, INC. 401(K) SAVINGS PLAN | 401k | $455.8M | 2,934 | 2024 | |
| 003 | FIRST HAWAIIAN, INC. FUTURE PLAN | MoneyPurchase | $126.7M | 2,698 | 2024 | |
| 001 | EMPLOYEES' RETIREMENT PLAN OF FIRST HAWAIIAN, INC. | TraditionalDB | $73.4M | 1,299 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 514 | FIRST HAWAIIAN BANK HEALTH & WELFARE PLAN | Mixed | HAWAII MEDICAL SERVICE ASSOCIATION | $27.9M | 2,992 | 2024 |
Retirement plans
Welfare plans