No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT PLAN SOLUTIONS, INC. EIN 99-0114097 NONE | Consulting (general) Service code 16 | 681 IWILEI ROAD, STE 528 HONOLULU, HI 96817 | $79K |
| PACIFIC ADMINISTRATORS, INC. EIN 99-0351671 NONE | Accounting (including auditing); Plan Administrator Service code 10 | 1440 KAPIOLANI BLVD, STE 800 HONOLULU, HI 96814 | $78K |
| SINGERLEWAK, LLP EIN 95-2302617 NONE | Accounting (including auditing) Service code 10 | 500 ALA MOANA BLVD. BLDG. 2 STE 302 HONOLULU, HI 96814 | $27K |
| HUDSON EDGE INVESTMENT PARTNERS INC EIN 52-1296988 NONE | Investment management Service code 28 | 525 WASHINGTON BLVD., SUITE 2000 JERSEY CITY, NJ 07310 | $22K |
| HAWAII DENTAL SERVICE EIN 99-0107971 NONE | Claims processing Service code 12 | 700 BISHOP STREET, SUITE 700 HONOLULU, HI 968134196 | $17K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing Service code 12 | ONE EXPRESS WAY SAINT LOUIS, MO 63121 | $16K |
| CHIROPLAN HAWAII, INC. EIN 99-0321516 NONE | Other services Service code 49 | 711 KILANI AVE. WAHIAWA, HI 96786 | $13K |
| YEE & KAWASHIMA, LLLP EIN 47-3636548 NONE | Legal Service code 29 | 1000 BISHOP STREET, SUITE 908 HONOLULU, HI 96813 | $10K |
| FIRST HAWAIIAN BANK EIN 99-0034327 NONE | Custodial (securities) Service code 19 | PO BOX 3708 HONOLULU, HI 968113708 | $10K |
| WELLS FARGO ADVISORS NONE | Investment management fees paid directly by plan Service code 51 | 1001 BISHOP STREET, SUITE 1900 HONOLULU, HI 96813 | $7K |
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 | 609 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 609 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | HMSA HEALTH PLAN | 761 | $5.8M |
| Vision | VISION SERVICE PLAN | 616 | $29K |
| Stop-loss / reinsurancereinsurance | HMSA HEALTH PLAN | 761 | $3.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 761 | — |
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 carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.