| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN PACIFIC INSURANCE SER | 700 BISHOP ST 14TH FLOOR HONOLULU, HI 96813 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $59K | — | $59K | 3.50% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN PACIFIC | INSURANCE SERVICES, INC. 700 BISHOP STREET, SUITE 1400 HONOLULU, HI 96813 | HAWAII DENTAL SERVICE | $6K | — | $6K | 0.77% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN PACIFIC INSURANCE SRV | 700 BISHOP STREET 14TH FLOOR HONOLULU, HI 96813 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $39K | — | $39K | 5.31% |
| AGIS NETWORK INC3 | 2122 KRATKY RD ST LOUIS, MO 63114 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $55K | — | $55K | 10.40% |
| MOLENAAR, DAVID A3 | 1188 BISHOP ST, STE 1708 HONOLULU, HI 96813 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $30K | — | $30K | 5.60% |
| AGIS NETWORK INC3 | 2122 KRATKY RD ST LOUIS, MO 63114 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $50K | — | $50K | 9.75% |
| MOLENAAR, DAVID A3 | 1188 BISHOP ST, STE 1708 HONOLULU, HI 96813 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $27K | — | $27K | 5.25% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN PACIFIC/9T250 | INSURANCE SERVICES INC 700 BISHOP STREET STE 1400 HONOLULU, HI 96813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6K | — | $6K | 3.08% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN PACIFIC/9T250 | INSURANCE SERVICES INC 700 BISHOP STREET STE 1400 HONOLULU, HI 96813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 1.93% |
| MARUYAMA & ASSOC INC3 Filed as: MARUYAMA & ASSOC INC/4FCL0 | 800 S BERETANIA #260 HONOLULU, HI 96813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 1.88% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN PACIFIC/9T250 | INSURANCE SERVICES INC 700 BISHOP STREET STE 1400 HONOLULU, HI 96813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 1.68% |
| MARYUYAMA & ASSOC INC/4FCL03 | 800 S BERETANIA #260 HONOLULU, HI 96813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 1.44% |
| HUSSEY HERBERT L II3 Filed as: HUSSEY HERBERT L II/5CFL0 | 44139 KAHINANI WAY KANEOHE, HI 96744 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 1.37% |
| MARUYAMA & ASSOC INC3 Filed as: MARUYAMA & ASSOC INC/4FCL0 | 800 S BERETANIA #260 HONOLULU, HI 96813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 0.79% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC/8ANY0 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 0.74% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN PACIFIC/8LMF0 | INSURANCE SERVICES INC 700 BISHOP ST 1400 HONOLULU, HI 96813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 0.56% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC/8ANY0 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $516 | — | $516 | 0.25% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN PACIFIC/8LMF0 | INSURANCE SERVICES INC 700 BISHOP ST #1400 HONOLULU, HI 96813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $418 | — | $418 | 0.20% |
| SMITH, THOMAS, CHRISTOPHER3 Filed as: SMITH THOMAS C/6YCH0 | 2928 FOSTER CREIGHTON DR NASHVILLE, TN 37204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $358 | — | $358 | 0.17% |
| ROOSENBERG WILLIAM E3 Filed as: ROOSENBERG WILLIAM E/5AKX0 | 7300 CARMEL EXECUTIVE DR SUITE 330 CHARLOTTE, NC 28226 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $315 | — | $315 | 0.15% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN PACIFIC/8LMF08 | INSURANCE SERVICES INC 700 BISHOP ST #1400 HONOLULU, HI 96813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $305 | — | $305 | 0.15% |
| AN MCCABE WANEE KIMBERLY3 Filed as: AN MCCABE WANEE KIMBERLY/8BKE0 | 74-5070 TOMI TOMI DRIVE KAILUAKONA, HI 96740 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $220 | — | $220 | 0.10% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC/7AKK0 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $67 | — | $67 | 0.03% |
| LC BENEFITS BY DESIGN3 Filed as: BENEFITS BY DESIGN LLC/7GLL0 | 1136 UNION MALL SUITE 705 HONOLULU, HI 96813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $36 | — | $36 | 0.02% |
| AN MCCABE WANEE KIMBERLY3 Filed as: AN MCCABE WANEE KIMBERLY/8BKE0 | 74-5070 TOMI TOMI DRIVE KAILUAKONHA, HI 96740 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $29 | — | $29 | 0.01% |
| PIONEER PACIFIC FINL SVCS INC3 Filed as: PIONEER PACIFIC FINL SVCS INC/6LNM0 | 1132 BISHOP STREET SUITE 2101 HONOLULU, HI 96792 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| SMITH, THOMAS, CHRISTOPHER3 Filed as: SMITH THOMAS C/6YCH0 | 2928 FOSTER CREIGHTON DR NASHVILLE, TN 37204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| US BENTEC WORKPLACE SOLUTIONS3 Filed as: US BENTEC WORKPLACE SOLUTIONS/7NF00 | 99 WOOD AVE SOUTH STE 501 ISELIN, NJ 08830 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC/8ANY0 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| AGIS NETWORK INC3 | 2122 KRATKY RD ST LOUIS, MO 63114 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $26K | — | $26K | 15.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN PACIFIC | INSURANCE SERVICES INC 700 BISHOP STE STE 1400 HONOLULU, HI 96813 | VISION SERVICE PLAN | $3K | — | $3K | 2.09% |
| AGIS NETWORK INC3 | 2122 KRATKY RD ST LOUIS, MO 63114 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 10.31% |
| MOLENAAR, DAVID A3 | 1188 BISHOP ST, STE 1708 HONOLULU, HI 96813 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 5.55% |
| AGIS NETWORK INC3 | 2122 KRATKY RD ST LOUIS, MO 63114 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 10.58% |
| MOLENAAR, DAVID A3 | 1188 BISHOP ST, STE 1708 HONOLULU, HI 96813 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 5.70% |
| AGIS NETWORK INC3 | 2122 KRATKY RD ST LOUIS, MO 63114 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 10.46% |
| MOLENAAR, DAVID A3 | 1188 BISHOP ST, STE 1708 HONOLULU, HI 96813 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 5.63% |
| AGIS NETWORK INC3 | 2122 KRATKY RD ST LOUIS, MO 63114 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 10.52% |
| MOLENAAR, DAVID A3 | 1188 BISHOP ST, STE 1708 HONOLULU, HI 96813 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 5.66% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN PACIFIC | INSURANCE SERVICES INC 700 BISHOP ST STE 1400 HONOLULU, HI 96813 | FEDERAL INSURANCE COMPANY | $0 | — | $0 | — |
No Schedule C service providers reported on this filing.
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 | 1,116 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,116 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HMSA | 695 | $8.6M |
| Dental | HAWAII DENTAL SERVICE | 982 | $730K |
| Vision | VISION SERVICE PLAN | 916 | $149K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,155 | $727K |
| Short-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,155 | $937K |
| Long-term disability(8 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,155 | $2.1M |
| Other(4 contracts, 4 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,155 | $956K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,155 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.