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  1. Companies/
  2. HAWAIIAN ELECTRIC INDUSTRIES, INC.
Sponsor portfolioTH

HAWAIIAN ELECTRIC INDUSTRIES, INC.

EIN 99-0208097-utilities-Latest filing 2024
Plans
4
Retirement
2
$2.69B assets
Welfare
2
$40.2M premiums
Participants
12,106
P. O. BOX 2750, AL20-FB - HONOLULU, HI 968400001808-543-4685LinkedIn1001-5000 employeesutilities
Plans on this EIN
4 filings
#001TraditionalDB-$1.91B - 5,068 part#003ESOP-$780.7M - 3,300 part#501Fully Insured-$40.2M - 6,486 lives#511Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.69B assets / 8,368 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • AND PARTICIPATING SUBSIDIARIES (#001)71%
  • INDUSTRIES RETIREMENT Savings (#003)29%
Total $2.69BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND PARTICIPATING SUBSIDIARIES (#001)5,068
  • INDUSTRIES RETIREMENT Savings (#003)3,300
Total 8,368Click row to drill in

Benefits portfolio analytics

2 plans / $40.2M premiums / 6,486 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$35.8M
  • Prescription drug$35.8M
  • Dental$2.1M
  • Other$1.3M
  • Life$736K
  • Long-term disability$526K
  • +1 more
Total $40.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • HAWAII MEDICAL SERVICE ASSOCIATION80%
  • KAISER FOUNDATION HEALTH PLAN INC15%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN1%
  • +2 more
Total $40.2M7 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • BROWN AND BROWN OF FLORIDA, INC.46%
  • STRATEGIC NON-MEDICAL SOLUTION35%
  • MOLENAAR, DAVID A19%
Total $146K3 slices

Plan deep-dives

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

RETIREMENT PLAN FOR EMPLOYEES OF HAWAIIAN ELECTRIC INDUSTRIES, INC. AND PARTICIPATING SUBSIDIARIES

TraditionalDB

Assets$1.91B
Participants5,068
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN

ESOP

Assets$780.7M
Participants3,300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAWAIIAN ELECTRIC INDUSTRIES, INC. WELFARE BENEFITS PLAN

Fully Insured - HAWAII MEDICAL SERVICE ASSOCIATION

Premiums$40.2M
Covered lives6,486
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

SEVERANCE PAY PLAN FOR BARGAINING UNIT EMPLOYEES OF HAWAIIAN ELECTRIC INDUSTRIES, INC. & AFFILIATES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR EMPLOYEES OF HAWAIIAN ELECTRIC INDUSTRIES, INC. AND PARTICIPATING SUBSIDIARIESTraditionalDB$1.91B5,0682024
003HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLANESOP$780.7M3,3002024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAWAIIAN ELECTRIC INDUSTRIES, INC. WELFARE BENEFITS PLANFully InsuredHAWAII MEDICAL SERVICE ASSOCIATION$40.2M6,4862024
511SEVERANCE PAY PLAN FOR BARGAINING UNIT EMPLOYEES OF HAWAIIAN ELECTRIC INDUSTRIES, INC. & AFFILIATESSelf Funded-$002024
Retirement plans
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