See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 6 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 3 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HI IRON WORKERS ADMIN. OFFICE EIN 99-0164675 ADMIN OFFICE | Plan Administrator Service code 14 | — | $150K |
| FIRST HAWAIIAN BANK EIN 99-0034327 NONE | Custodial (securities); Soft dollars commissions Service code 19 | — | $100K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial; Consulting (general) Service code 11 | — | $66K |
| LEMKE CHINEN & TANAKA,CPA,INC. EIN 99-0155373 NONE | Accounting (including auditing) Service code 10 | — | $52K |
| C.M BIDWELL & ASSOCIATES EIN 99-0185916 NONE | Investment management Service code 28 | — | $17K |
| TORKILDSON KATZ MOORE HETHERINGTON EIN 99-0155867 NONE | Legal Service code 29 | — | $15K |
| RAYMOND JAMES EIN 59-1237041 NONE | Investment advisory (plan) Service code 27 | — | $14K |
| BOYD WATTERSON EIN 34-1922005 NONE | Investment management Service code 28 | — | $8K |
| BANK OF HAWAII EIN 99-0040710 NONE | Investment management fees paid directly by plan Service code 51 | — | $6K |
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 | 638 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 220 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 858 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | HMAA | 1,356 | $8.8M |
| Dental | HAWAII DENTAL SERVICE | 2,076 | $827K |
| Vision(2 contracts, 2 carriers) | KAISER PERMANENTE | 656 | $2.3M |
| Life insurance | PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. | 890 | $379K |
| Short-term disability | PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. | 890 | $379K |
| Prescription drug | HMAA | 1,356 | $6.3M |
| Other | PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. | 890 | $379K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,076 | — |
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."
The primary broker changed. The plan may take a second-look pitch.