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  2. Roberts Hawaii, Inc
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Roberts Hawaii, Inc

EIN 99-0185478-leisure, travel & tourism-Latest filing 2025
Plans
3
Retirement
2
$149.1M assets
Health & Benefits
1
$5.6M premiums
Participants
4,712
438 HOBRON LANE, SUITE 500 - HONOLULU, HI 96815808-523-7750robertshawaii.comLinkedIn1001-5000 employeesleisure, travel & tourism
Plans on this EIN
3 filings
#003ESOP-$113.0M - 2,275 part#001401(k)-$36.1M - 1,289 part#501Fully insured-$5.6M - 714 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $149.1M assets / 3,564 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$113.0M
  • INC. & AFFILIATES (#001)$36.1M
Total $149.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)2,275
  • INC. & AFFILIATES (#001)1,289
Total 3,564Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

ROBERTS HAWAII, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$113.0M
Participants2,275
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

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

401(k)

Assets$36.1M
Participants1,289
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

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

Fully insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$5.6M
Covered lives714
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003ROBERTS HAWAII, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$113.0M2,2752025
#001401(K) PROFIT SHARING THRIFT PLAN OF ROBERT'S HAWAII, INC. & AFFILIATES401(k)$36.1M1,2892025
  • ROBERTS HAWAII, INC. EMPLOYEE STOCK OWNERSHIP PLAN$113.0M
    #003 · ESOP · 20252,275
  • 401(K) PROFIT SHARING THRIFT PLAN OF ROBERT'S HAWAII, INC. & AFFILIATES$36.1M
    #001 · 401(k) · 20251,289

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MEDICAL AND DENTAL PLAN OF ROBERT'S HAWAII INC & AFFILIATESFully insuredKAISER FOUNDATION HEALTH PLAN INC$5.6M7142025
  • MEDICAL AND DENTAL PLAN OF ROBERT'S HAWAII INC & AFFILIATES$5.6M
    #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN INC · 2025714
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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