| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SERVCO INSURANCE SERVICES CORP3 Filed as: SERVCO INSURANCE SERVICES CORP. | 700 BISHOP STREET SUITE 1400 HONOLULU, HI 96813 | UNIVERSITY HEALTH ALLIANCE | $17K | — | $17K | 1.98% |
| SERVCO INSURANCE SERVICES CORP3 Filed as: SERVCO INSURANCE SERVICES CORP. | 700 BISHOP STREET 14TH FLOOR HONOLULU, HI 96813 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $11K | — | $11K | 3.10% |
| SERVCO INSURANCE SERVICES CORP3 Filed as: SERVCO EMPLOYEE BENEFITS CONSULTING | 700 BISHOP STREET SUITE 1400 HONOLULU, HI 96813 | HAWAII DENTAL SERVICE | $3K | — | $3K | 2.50% |
| SERVCO INSURANCE SERVICES CORP3 Filed as: SERVCO INSURANCE SERVICES | 700 BISHOP STREET SUITE 1400 HONOLULU, HI 968134123 | PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. | $5K | — | $5K | 8.40% |
| SERVCO INSURANCE SERVICES CORP3 Filed as: SERVCO PACIFIC INSURANCE | 700 BISHOP STREET SUITE 1400 HONOLULU, HI 96813 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 10.00% |
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 | 162 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 168 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNIVERSITY HEALTH ALLIANCE | 123 | $1.2M |
| Dental | HAWAII DENTAL SERVICE | 252 | $108K |
| Vision(2 contracts, 2 carriers) | UNIVERSITY HEALTH ALLIANCE | 123 | $1.2M |
| Life insurance | PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. | 161 | $58K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 155 | $33K |
| Prescription drug(2 contracts, 2 carriers) | UNIVERSITY HEALTH ALLIANCE | 123 | $1.2M |
| Other(3 contracts, 3 carriers) | PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. | 161 | $97K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 252 | — |
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."
No prospect flags tripped on this filing.