No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HI ELEC ADM OFFICE EIN 99-0109237 ADMINISTRATIVE OFFICE | Plan Administrator Service code 14 | — | $746K |
| HWMG EIN 94-3193724 NONE | Claims processing Service code 12 | — | $607K |
| HDS EIN 99-0107971 NONE | Claims processing Service code 12 | — | $145K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Insurance brokerage commissions and fees; Actuarial; Consulting (general) Service code 11 | — | $107K |
| CVS PHARMACY, INC EIN 05-0340626 NONE | Claims processing Service code 12 | — | $82K |
| SIERRA INVESTMENT PARTNERS, INC. EIN 68-0370668 NONE | Investment management Service code 28 | — | $65K |
| CENTRAL PACIFIC BANK EIN 99-0309010 NONE | Custodial (other than securities); Custodial (securities) Service code 18 | — | $61K |
| LEMKE, CHINEN & TANAKA, CPA, INC. EIN 99-0155373 NONE | Accounting (including auditing) Service code 10 | — | $47K |
| SSI INVESTMENT MANAGEMENT EIN 95-2913505 NONE | Soft dollars commissions; Investment management Service code 28 | — | $45K |
| FIRST HAWAIIAN BANK EIN 99-0034327 PARTY IN INTEREST | Custodial (other than securities); Soft dollars commissions; Investment management Service code 18 | — | $41K |
| VISION SERVICE PLAN EIN 99-0247673 NONE | Claims processing Service code 12 | — | $38K |
| HAWAII ELECTRICIANS PENSION PLAN EIN 99-6005391 PARTY IN INTEREST | Other fees Service code 99 | — | $35K |
| FOCUS INVESTMENT ADVISORS EIN 81-1193503 NONE | Investment management Service code 28 | — | $31K |
| RAYMOND JAMES EIN 59-1237041 NONE | Investment advisory (plan) Service code 27 | — | $27K |
| FIRST WESTERN CAPITAL MANAGEMENT NONE | Investment management Service code 28 | 1900 16TH STREET, SUITE 1200 DENVER, CO 80202 | $20K |
| YEE & KAWASHIMA LLLP EIN 47-3636548 NONE | Legal Service code 29 | — | $11K |
| THREE PEAKS CAPITAL MANAGEMENT, LLC EIN 56-2355177 NONE | Investment management Service code 28 | — | $7K |
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 | 1,996 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 690 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,686 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HAWAII MEDICAL SERVICE ASSOCIATION | 762 | $1.5M |
| Life insurance | PACIFIC GUARDIAN LIFE INSURANCE | 1,961 | $63K |
| Short-term disability | PACIFIC GUARDIAN LIFE INSURANCE | 2,037 | $595K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,147 | $87K |
| Other | PACIFIC GUARDIAN LIFE INSURANCE | 1,961 | $63K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,147 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.