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 | $69K |
| PACIFIC ADMINISTRATORS, INC. EIN 99-0351671 NONE | Accounting (including auditing); Plan Administrator Service code 10 | 1440 KAPIOLANI BLVD, STE 800 HONOLULU, HI 96814 | $62K |
| LEMKE, CHINEN & TANAKA, C.P.A., INC EIN 99-0155373 NONE | Accounting (including auditing) Service code 10 | 500 ALA MOANA BLVD. BLDG. 2 STE 302 HONOLULU, HI 96814 | $26K |
| HAWAII DENTAL SERVICE EIN 99-0107971 NONE | Claims processing Service code 12 | 700 BISHOP STREET, SUITE 700 HONOLULU, HI 968134196 | $19K |
| HGK ASSET MANAGEMENT INC EIN 52-1296988 | Investment management Service code 28 | 525 WASHINGTON BLVD., SUITE 2000 JERSEY CITY, NJ 07310 | $15K |
| FIRST HAWAIIAN BANK EIN 99-0034327 | Custodial (securities); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | PO BOX 3708 HONOLULU, HI 968113708 | $9K |
| WELLS FARGO ADVISORS, LLC EIN 34-1542819 | Investment advisory (plan) Service code 27 | 1 NORTH JEFFERSON AVENUE ST. LOUIS, MO 63103 | $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 | 579 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 579 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNIVERSITY HEALTH ALLIANCE | 808 | $7.0M |
| Vision | VISION SERVICE PLAN | 582 | $37K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 808 | — |
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."
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.