No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HI ELEC ADMIN OFFICE EIN 99-0109237 ADMINISTRATOR | Plan Administrator Service code 14 | 1935 HAU STREET HONOLULU, HI 96819 | $177K |
| SSI INVESTMENT MANAGEMENT EIN 95-2913505 NONE | Investment management; Soft dollars commissions Service code 28 | 9440 SANTA MONICA BLVD 8TH FLOOR BEVERLY HILLS, CA 90210 | $24K |
| UBS FINANCIAL SERVICES INC. EIN 13-2638166 NONE | Investment advisory (plan); Investment management; Securities brokerage commissions and fees; Distribution (12b-1) fees; Other fees Service code 27 | 1285 AVENUE OF THE AMERICA NEW YORK, NY 10019 | $17K |
| LEMKE, CHINEN & TANAKA, C.P.A., INC EIN 99-0155373 NONE | Accounting (including auditing) Service code 10 | 210 WARD AVENUE, SUITE 336 HONOLULU, HI 96814 | $17K |
| HI ELEC PENSION FUND EIN 99-6005391 LANDLORD | Other fees Service code 99 | — | $12K |
| FIRST HAWAIIAN BANK EIN 99-0034327 NONE | Custodial (securities); Soft dollars commissions; Investment management Service code 19 | — | $10K |
| CENTRAL PACIFIC BANK - TRUST DIV EIN 99-0309010 NONE | Custodial (securities) Service code 19 | P.O. BOX 1400 HONOLULU, HI 968071400 | $9K |
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 | 2,639 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,639 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.