See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 5 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 6 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT PLAN SOLUTIONS EIN 95-3658675 NONE | Direct payment from the plan; Other services; Contract Administrator; Actuarial Service code 11 | — | $534K |
| MORGAN STANLEY EIN 36-4516330 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $34K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $28K |
| CHAR SAKAMOTO ISHII LUM & CHING ATT NONE | Legal; Direct payment from the plan Service code 29 | 841 BISHOP STREET, SUITE 850 HONOLULU, HI 96813 | $26K |
| CONGRESS ASSET MANAGEMENT COMPANY EIN 04-2848965 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $20K |
| BANK OF HAWAII EIN 99-0033900 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $16K |
| HAMLIN CAPITAL MANAGEMENT EIN 52-2344187 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $13K |
| WILFRED OKABE EIN 99-0145127 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $10K |
| DAWN RAYMOND EIN 99-0145127 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $8K |
| AMBER RIEL EIN 99-0145127 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $6K |
| ROMEO ELENO EIN 99-0145127 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $6K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 4,057 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,198 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 8,255 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD | 8,210 | $685K |
| Short-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 261 | $143K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 567 | $161K |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 8,018 | $3.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,210 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
The primary broker changed. The plan may take a second-look pitch.