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 |
|---|---|---|---|
| HAWAII ELECTRICIANS ADMIN OFFICE EIN 99-0109237 ADMINISTRATOR | Plan Administrator Service code 14 | 1935 HAU STREET SUITE 450 HONOLULU, HI 96819 | $221K |
| SSI INVESTMENT MANAGEMENT EIN 83-3986484 NONE | Soft dollars commissions Service code 68 | 2121 AVENUE OF THE STARS, SUITE 205 LOS ANGELES, CA 90067 | $52K |
| LEMKE, CHINEN & TANAKA, C.P.A., INC EIN 99-0155373 NONE | Accounting (including auditing) Service code 10 | 500 ALA MOANA BOULEVARD SUITE 2-302 HONOLULU, HI 96813 | $22K |
| RAYMOND JAMES AND ASSOCIATES EIN 59-1237041 INVESTMENT ADVISOR | Custodial (securities); Investment advisory (plan) Service code 19 | 880 CARILLON PARKWAY ST PETERSBURG, FL 33716 | $11K |
| CENTRAL PACIFIC BANK - TRUST DIV EIN 99-0309010 NONE | Custodial (securities) Service code 19 | P.O. BOX 1400 HONOLULU, HI 968071400 | $11K |
| FOCUS INVESTMENT ADVISORS, INC. EIN 81-1193503 INVESTMENT ADVISOR | Investment management Service code 28 | 514 VIA DE LA VALLE, SUITE 200 SOLANA BEACH, CA 92075 | $8K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still eligible | 2,719 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,719 | 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.