| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SERVCO INSURANCE SERVICES CORP3 Filed as: SERVCO INSURANCE SERVICES CORPORATI | 700 BISHOP STREET SUITE 1400 HONOLULU, HI 96813 | UNIVERSITY HEALTH ALLLIANCE | $26K | — | $26K | 2.45% |
| ADVANTAGE INSURANCE SERVICES, INC.3 | 1580 MAKALOA STREET, SUITE 1220 HONOLULU, HI 96814 | UNIVERSITY HEALTH ALLLIANCE | $12K | — | $12K | 1.14% |
| ADVANTAGE INSURANCE SERVICES, INC.3 | 1580 MAKALOA ST., SUITE 1220 HONOLULU, HI 96814 | KAISER FOUNDATION HEALTH PLAN HAWAII | $3K | $2K | $6K | 2.47% |
| SERVCO INSURANCE SERVICES CORP3 Filed as: SERVCO INSURANCE SERVICES CORP. | 700 BISHOP ST 14TH FLOOR HONOLULU, HI 96813 | KAISER FOUNDATION HEALTH PLAN HAWAII | $5K | — | $5K | 2.07% |
| SERVCO INSURANCE SERVICES CORP3 Filed as: SERVCO EMPLOYEE BENEFIT CONSULTING | 700 BISHOP STREET SUITE 1400 HONOULU, HI 96813 | HAWAII DENTAL SERVICE | $831 | — | $831 | 0.73% |
| ADVANTAGE INSURANCE SERVICES, INC.3 | 1580 MAKALOA ST., SUITE 1220 HONOLULU, HI 96814 | HAWAII DENTAL SERVICE | $299 | — | $299 | 0.26% |
No Schedule C service providers reported on this filing.
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 | 168 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 66 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 234 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLLIANCE | 286 | $1.4M |
| Dental | HAWAII DENTAL SERVICE | 239 | $113K |
| Vision(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLLIANCE | 286 | $1.4M |
| Prescription drug(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLLIANCE | 286 | $1.4M |
| Other | WORKLIFE HAWAII | 108 | $2K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 286 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.