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Sponsor portfolioTH

ROBERT'S HAWAII INC

EIN 99-0185478-leisure, travel & tourism-Latest filing 2025
Plans
3
Retirement
2
$161.6M assets
Welfare
1
$5.6M premiums
Participants
4,918
438 HOBRON LN STE 500 - HONOLULU, HI 968151239808-523-7750robertshawaii.comLinkedIn1001-5000 employeesleisure, travel & tourism
Plans on this EIN
3 filings
#003ESOP-$129.0M - 2,396 part#001401k-$32.6M - 1,374 part#501Fully Insured-$5.6M - 714 lives

Retirement portfolio analytics

2 plans aggregated / $161.6M assets / 3,770 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • EMPLOYEE STOCK OWNERSHIP (#003)80%
  • INC. & AFFILIATES (#001)20%
Total $161.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)2,396
  • INC. & AFFILIATES (#001)1,374
Total 3,770Click row to drill in

Benefits portfolio analytics

1 plan / $5.6M premiums / 714 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.4M
  • Vision$5.4M
  • Prescription drug$5.4M
  • Dental$213K
Total $5.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • KAISER FOUNDATION HEALTH PLAN INC96%
  • HAWAII MEDICAL SERVICE ASSOCIATION4%
Total $5.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ADVANTAGE INSURANCE SERVICES, INC.100%
Total $191K1 slice

Plan deep-dives

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

ROBERTS HAWAII, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$129.0M
Participants2,396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

401(K) PROFIT SHARING THRIFT PLAN OF ROBERT'S HAWAII, INC. & AFFILIATES

401k

Assets$32.6M
Participants1,374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEDICAL AND DENTAL PLAN OF ROBERT'S HAWAII INC & AFFILIATES

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$5.6M
Covered lives714
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ROBERTS HAWAII, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$129.0M2,3962024
001401(K) PROFIT SHARING THRIFT PLAN OF ROBERT'S HAWAII, INC. & AFFILIATES401k$32.6M1,3742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDICAL AND DENTAL PLAN OF ROBERT'S HAWAII INC & AFFILIATESFully InsuredKAISER FOUNDATION HEALTH PLAN INC$5.6M7142025
Retirement plans
Welfare plans
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