No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UBS FINANCIAL SERVICES NONE | Investment management fees paid indirectly by plan; Investment advisory (plan) Service code 27 | 733 BISHOP STREET, SUITE 1600 HONOLULU, HI 96813 | $66K |
| FIRST HAWAIIAN BANK NONE | Custodial (securities); Direct payment from the plan Service code 19 | 999 BISHOP STREET HONOLULU, HI 96813 | $45K |
| JAMES P. HASSELMAN CPA, LLC EIN 20-5496781 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $32K |
| BENEFIT PLAN SOLUTIONS, INC. EIN 20-5370318 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $26K |
| HONOLULU ACTUARIAL CONSULTANTS EIN 20-5644068 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $13K |
| FOCUS INVESTMENTS NONE | Investment management fees paid directly by plan Service code 51 | 511 SAXONY PLACE, STE 101 ENCINITAS, CA 92024 | $10K |
| CARDINAL MAILING SERVICES NONE | Other services; Direct payment from the plan Service code 49 | 197 SAND ISLAND ACCESS RD, A HONOLULU, HI 96819 | $8K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 264 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 130 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 394 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HMSA BLUE CROSS/BLUE SHIELD | 66 | $830K |
| Prescription drug | HMSA BLUE CROSS/BLUE SHIELD | 57 | $534K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 66 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.