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Sponsor portfolioTH

PACIFIC WHALE FOUNDATION

EIN 99-0207417-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$524K premiums
Participants
220
300 MA'ALAEA ROAD, SUITE 211 - WAILUKU, HI 96793808-249-8811pacificwhale.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$3.0M - 138 part#501Fully Insured-$524K - 82 lives

Benefits portfolio analytics

1 plan / $524K premiums / 82 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$464K
  • Vision$464K
  • Prescription drug$464K
  • Dental$34K
  • Life$26K
  • Short-term disability$26K
  • +2 more
Total $524K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • KAISER FOUNDATION HEALTH PLAN INC89%
  • HAWAII MEDICAL SERVICE ASSOCIATION6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $524K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $21K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PACIFIC WHALE FOUNDATION 401(K) PLAN

401k

Assets$3.0M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PACIFIC WHALE FOUNDATION HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$524K
Covered lives82
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACIFIC WHALE FOUNDATION 401(K) PLAN401k$3.0M1382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PACIFIC WHALE FOUNDATION HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$524K822025
Retirement plans
Welfare plans
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