| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ATLAS INSURANCE AGENCY, INC.3 | 1132 BISHOP STREET, SUITE 1600 HONOLULU, HI 96813 | UNIVERSITY HEALTH ALLIANCE | $27K | — | $27K | 4.45% |
| ATLAS INSURANCE AGENCY, INC.3 | 1132 BISHOP STREET, SUITE 1600 HONOLULU, HI 96813 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $6K | — | $6K | 3.61% |
| ATLAS INSURANCE AGENCY, INC.3 | 1132 BISHOP STREET, SUITE 1600 HONOLULU, HI 96813 | HAWAII DENTAL SERVICE | $980 | — | $980 | 2.00% |
| BRANDON YOSHITSUGI MORITA3 | PIONEER PLAZA 900 FORT ST. MALL, SUITE 500 HONOLULU, HI 96813 | NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | $1K | $346 | $2K | 11.69% |
| TOM STEWART IN SOL INC3 | ONE AMERICA PLAZA 600 W BROADWAY, SUITE 600 SAN DIEGO, CA 92101 | NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | $158 | $19 | $177 | 1.19% |
| JAMESON PAUL DELGADILLO3 | PIONEER PLAZA 900 FORT ST. MALL, SUITE 500 HONOLULU, HI 96813 | NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | $120 | $43 | $163 | 1.10% |
| BRANDON YOSHITSUGI MORITA3 | PIONEER PLAZA 900 FORT ST MALL, SUITE 500 HONOLULU, HI 96813 | NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | $2K | $494 | $2K | 18.78% |
| JAMESON PAUL DELGADILLO3 | PIONEER PLAZA 900 FORT ST MALL, SUITE 500 HONOLULU, HI 96813 | NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | $179 | $64 | $243 | 1.86% |
| TOM STEWART IN SOL INC3 | ONE AMERICA PLAZA 600 W BROADWAY, SUITE 600 SAN DIEGO, CA 92101 | NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | $213 | $26 | $239 | 1.83% |
| ATLAS INSURANCE AGENCY, INC.3 | 1132 BISHOP STREET, SUITE 1600 HONOLULU, HI 96813 | VISION SERVICE PLAN | $124 | — | $124 | 9.81% |
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 | 106 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 108 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNIVERSITY HEALTH ALLIANCE | 96 | $768K |
| Dental | HAWAII DENTAL SERVICE | 140 | $49K |
| Vision(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLIANCE | 96 | $769K |
| Life insurance | NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 103 | $15K |
| Long-term disability | NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 42 | $13K |
| Prescription drug(2 contracts, 2 carriers) | UNIVERSITY HEALTH ALLIANCE | 96 | $768K |
| Other | NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 103 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 140 | — |
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.