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  2. HAWAI'I PACIFIC HEALTH
Sponsor portfolioTH

HAWAI'I PACIFIC HEALTH

EIN 99-0246363-Health Care and Social Assistance-Latest filing 2024
Plans
4
Retirement
3
$2.08B assets
Welfare
1
$11.6M premiums
Participants
25,877
55 MERCHANT ST.,, 25TH FLOOR - HONOLULU, HI 96813808-535-7559
Plans on this EIN
4 filings
#009403b-$1.53B - 10,412 part#001CashBalance-$430.1M - 8,449 part#010401k-$117.5M - 728 part#515Mixed-$11.6M - 12,661 lives

Retirement portfolio analytics

3 plans aggregated / $2.08B assets / 19,589 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • HEALTH 403(B) Savings (#009)74%
  • HEALTH RETIREMENT PLAN (#001)21%
  • PACIFIC HEALTH 401(K) (#010)6%
Total $2.08BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • MILLIMAN, INC.79%
  • (Not disclosed)21%
Total $2.08BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH 403(B) Savings (#009)10,412
  • HEALTH RETIREMENT PLAN (#001)8,449
  • PACIFIC HEALTH 401(K) (#010)728
Total 19,589Click row to drill in

Benefits portfolio analytics

1 plan / $11.6M premiums / 12,661 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$5.7M
  • Other$5.0M
  • Stop-loss$3.4M
  • Life$1.6M
  • Long-term disability$914K
Total $11.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • HAWAII MEDICAL SERVICE ASSOCIATION78%
  • METROPOLITAN LIFE INSURANCE COMPANY22%
Total $11.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $337K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#009

HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN

403b

Assets$1.53B
Participants10,412
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HAWAII PACIFIC HEALTH RETIREMENT PLAN

CashBalance

Assets$430.1M
Participants8,449
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

HAWAI'I PACIFIC HEALTH 401(K) PLAN

401k

Assets$117.5M
Participants728
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

HEALTH & WELFARE BENEFITS PLAN FOR EMPLOYEES OF HAWAII PACIFIC HEALTH

Mixed - HAWAII DENTAL SERVICE

Premiums$11.6M
Covered lives12,661
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
009HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN403b$1.53B10,4122024
001HAWAII PACIFIC HEALTH RETIREMENT PLANCashBalance$430.1M8,4492024
010HAWAI'I PACIFIC HEALTH 401(K) PLAN401k$117.5M7282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515HEALTH & WELFARE BENEFITS PLAN FOR EMPLOYEES OF HAWAII PACIFIC HEALTHMixedHAWAII DENTAL SERVICE$11.6M12,6612024
Retirement plans
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