| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOGAN CONSULTING GROUP, LLC3 | 1088 BISHOP ST. STE 1224 HONOLULU, HI 96813 | HAWAII MEDICAL ASSURANCE ASSOCIATION | $17K | $0 | $17K | 2.99% |
| HOGAN CONSULTING GROUP, LLC3 | 1088 BISHOP ST, SUITE 1224 HONOLULU, HI 96813 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $7K | $0 | $7K | 3.42% |
| HOGAN CONSULTING GROUP, LLC3 | 1088 BISHOP ST STE 1224 HONOLULU, HI 96813 | HAWAII MEDICAL ASSURANCE ASSOCIATION | $5K | $0 | $5K | 2.57% |
| PIRES M THOMAS3 | 910 LUNAHELU ST KAILUA, HI 96734 | HAWAII MEDICAL ASSURANCE ASSOCIATION | $722 | $0 | $722 | 0.41% |
| HOGAN CONSULTING GROUP, LLC3 | 1088 BISHOP STREET, SUITE 1224 HONOLULU, HI 96813 | HAWAII DENTAL SERVICE | $423 | $0 | $423 | 0.50% |
| AE & ASSOCIATES INSURANCE SERVICES3 | 615 PIIKOI ST., STE. 302 HONOLULU, HI 96814 | VISION SERVICE PLAN | $0 | $0 | $0 | 0.00% |
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 | 265 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 265 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | HAWAII MEDICAL ASSURANCE ASSOCIATION | 237 | $751K |
| Dental(2 contracts, 2 carriers) | HAWAII MEDICAL ASSURANCE ASSOCIATION | 284 | $260K |
| Vision(2 contracts, 2 carriers) | HAWAII MEDICAL ASSURANCE ASSOCIATION | 212 | $193K |
| Life insurance(2 contracts) | HAWAII MEDICAL ASSURANCE ASSOCIATION | 237 | $751K |
| Prescription drug(2 contracts) | HAWAII MEDICAL ASSURANCE ASSOCIATION | 237 | $751K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 284 | — |
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.