No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HI ELEC ADM OFFICE EIN 99-0109237 ADMINISTRATIVE OFFICE | Plan Administrator Service code 14 | — | $756K |
| HWMG EIN 94-3193724 NONE | Claims processing Service code 12 | — | $600K |
| HDS EIN 99-0107971 NONE | Claims processing Service code 12 | — | $172K |
| LEMKE, CHINEN & TANAKA, CPA, INC. EIN 99-0155373 NONE | Accounting (including auditing) Service code 10 | — | $90K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general); Actuarial; Insurance brokerage commissions and fees Service code 11 | — | $86K |
| CENTRAL PACIFIC BANK EIN 99-0309010 NONE | Custodial (securities); Custodial (other than securities) Service code 18 | — | $77K |
| CVS PHARMACY, INC EIN 05-0340626 NONE | Claims processing Service code 12 | — | $69K |
| SIERRA INVESTMENT PARTNERS, INC. EIN 68-0370668 NONE | Investment management Service code 28 | — | $66K |
| SSI INVESTMENT MANAGEMENT EIN 95-2913505 NONE | Investment management; Soft dollars commissions Service code 28 | — | $63K |
| FIRST HAWAIIAN BANK EIN 99-0034327 PARTY IN INTEREST | Investment management; Account maintenance fees Service code 28 | — | $43K |
| FOCUS INVESTMENT ADVISORS EIN 81-1193503 NONE | Investment management Service code 28 | — | $39K |
| VISION SERVICE PLAN EIN 99-0247673 NONE | Claims processing Service code 12 | — | $38K |
| FIRST WESTERN CAPITAL MANAGEMENT EIN 27-1551896 NONE | Investment management Service code 28 | — | $37K |
| RAYMOND JAMES EIN 59-1237041 NONE | Investment advisory (plan) Service code 27 | — | $27K |
| THREE PEAKS CAPITAL MANAGEMENT, LLC EIN 56-2355177 NONE | Investment management Service code 28 | — | $24K |
| HGK EIN 75-1565705 NONE | Finders' fees / placement fees; Soft dollars commissions; Investment management Service code 28 | — | $21K |
| YEE & KAWASHIMA LLLP EIN 47-3636548 NONE | Legal Service code 29 | — | $19K |
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 | 2,105 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 738 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,843 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HAWAII MEDICAL SERVICE ASSOCIATION | 793 | $1.9M |
| Life insurance | PACIFIC GUARDIAN LIFE INSURANCE | 2,065 | $67K |
| Short-term disability | PACIFIC GUARDIAN LIFE INSURANCE | 2,092 | $630K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,248 | $89K |
| Other | PACIFIC GUARDIAN LIFE INSURANCE | 2,065 | $67K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,248 | — |
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.