No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HI ELEC ADM OFFICE EIN 99-0109237 ADMINISTRATIVE OFFICE | Plan Administrator Service code 14 | — | $560K |
| HWMG EIN 94-3193724 NONE | Claims processing Service code 12 | — | $500K |
| HDS EIN 99-0107971 NONE | Claims processing Service code 12 | — | $148K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial; Consulting (general) Service code 11 | — | $93K |
| UBS CUSTODIAL SERVICES EIN 13-2638166 PARTY IN INTEREST | Distribution (12b-1) fees; Securities brokerage commissions and fees; Investment advisory (plan); Other fees; Custodial (securities); Investment management Service code 19 | — | $91K |
| HAWAII ELECTRICIANS PENSION PLAN EIN 99-6005391 PARTY IN INTEREST | Other fees Service code 99 | — | $78K |
| LEMKE, CHINEN & TANAKA, CPA, INC. EIN 99-0155373 NONE | Accounting (including auditing) Service code 10 | — | $60K |
| CVS PHARMACY, INC EIN 05-0340626 NONE | Claims processing Service code 12 | — | $59K |
| SIERRA INVESTMENT PARTNERS, INC. EIN 68-0370668 NONE | Investment management Service code 28 | — | $58K |
| CENTRAL PACIFIC BANK EIN 99-0309010 NONE | Custodial (securities); Custodial (other than securities) Service code 18 | — | $39K |
| FIRST HAWAIIAN BANK EIN 99-0034327 PARTY IN INTEREST | Custodial (other than securities); Investment management; Soft dollars commissions Service code 18 | — | $38K |
| SSI INVESTMENT MANAGEMENT EIN 95-2913505 NONE | Investment management; Soft dollars commissions Service code 28 | — | $37K |
| VISION SERVICE PLAN EIN 99-0247673 NONE | Claims processing Service code 12 | — | $36K |
| FOCUS INVESTMENT ADVISORS EIN 33-0606466 NONE | Investment management Service code 28 | — | $28K |
| YEE & KAWASHIMA LLLP EIN 47-3636548 NONE | Legal Service code 29 | — | $23K |
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 | 2,009 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 674 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,683 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HAWAII MEDICAL SERVICE ASSOCIATION | 747 | $1.0M |
| Life insurance | PACIFIC GUARDIAN LIFE INSURANCE | 1,977 | $61K |
| Short-term disability | PACIFIC GUARDIAN LIFE INSURANCE | 2,059 | $572K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,245 | $83K |
| Other | PACIFIC GUARDIAN LIFE INSURANCE | 1,977 | $61K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,245 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.