| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SERVCO INSURANCE SERVICES CORP3 | 700 BISHOP ST 14TH FLOOR HONOLULU, HI 96813 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $53K | $0 | $53K | 3.19% |
| SERVCO INSURANCE SERVICES CORP3 Filed as: SERVCO EMPOLYEE BENEFITS CONSULTING | 737 BISHOP STREET, SUITE 2120 HONOLULU, HI 96813 | HAWAII DENTAL SERVICE | $6K | $0 | $6K | 0.76% |
| SERVCO INSURANCE SERVICES CORP3 | 700 BISHOP ST STE 1400 HONOLULU, HI 96813 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $19K | $0 | $19K | 5.26% |
| SERVCO INSURANCE SERVICES CORP3 Filed as: SERVCO INSURANCE SERVICES | 700 BISHOP STREET SUITE 1400 HONOLULU, HI 96813 | PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. | $11K | $0 | $11K | 5.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $11K | $0 | $11K | 6.32% |
| MARUYAMA & ASSOC INC3 Filed as: MARUYAMA ASSOC INC | 800 S BERETANIA #260 HONOLULU, HI 96813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8K | $0 | $8K | 4.82% |
| HERBERT L HUSSEY II3 | 44139 KAHINANI WAY KANEOHE, HI 96744 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | $0 | $4K | 2.07% |
| THOMAS C SMITH3 | 2928 FOSTER CREIGHTON DR NASHVILLE, TN 37204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $752 | $0 | $752 | 0.43% |
| SERVCO INSURANCE SERVICES CORP3 Filed as: SERVCO INS SERVICES CORP | 700 BISHOP STREET #1400 HONOLULU, HI 96813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $571 | — | $571 | 0.32% |
| WANEE KIMBERLY AN MCCABE3 | 74-5070 TOMI TOMI DRIVE KAILUAKONA, HI 96740 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $535 | $0 | $535 | 0.30% |
| WILLIAM E ROOSENBERG3 | 1515 MOCKINGBIRD LANE SUITE 820 CHARLOTTE, NC 28209 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $400 | $0 | $400 | 0.23% |
| BENEFITS BY DESIGN INC3 Filed as: BENEFITS BY DESIGN LLC | 1136 UNION MALL SUITE 705 HONOLULU, HI 96813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $120 | $0 | $120 | 0.07% |
| PIONEER PACIFIC FINL SVCS INC3 | 1132 BISHOP STREET SUITE 2101 HONOLULU, HI 96792 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $23 | $0 | $23 | 0.01% |
| BENEFITS TECHNOLOGIES LLC3 | 1200 EAST TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | $0 | $6 | 0.00% |
| SERVCO INSURANCE SERVICES CORP3 Filed as: SERVCO EMPLOYEE BENEFITS | 700 BISHOP ST STE 1400 HONOLULU, HI 96813 | VISION SERVICE PLAN | $4K | $0 | $4K | 2.41% |
| SERVCO INSURANCE SERVICES CORP3 | 700 BISHOP ST STE 1400 HONOLULU, HI 96813 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $18 | $3K | 4.17% |
| SERVCO INSURANCE SERVICES CORP3 Filed as: SERVOCO INS. SERVICES CORP | 700 BISHOP ST #1400 HONOLULU, HI 96813 | FEDERAL INSURANCE COMPANY | $2K | — | $2K | 25.01% |
| AGIS NETWORK INC3 | 2122 KRATKY RD ST LOUIS, MO 63114 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $105K | — | $105K | — |
| MOLENAAR, DAVID A3 | 1188 BISHOP ST STE 1708 HONOLULU, HI 96813 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $45K | — | $45K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 CLAIMS PROCESSING | Contract Administrator; Claims processing Service code 12 | — | $50K |
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 | 1,145 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,145 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | HAWAI'I MEDICAL SERVICE ASSOCIATION | 1,110 | $7.7M |
| Dental | HAWAII DENTAL SERVICE | 1,939 | $729K |
| Vision | VISION SERVICE PLAN | 966 | $165K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,221 | $365K |
| Short-term disability | PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. | 1,135 | $220K |
| Long-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,213 | $68K |
| Other(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,221 | $389K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,939 | — |
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."
No prospect flags tripped on this filing.