Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HealthRxVisionStop-lossPPO | HealthRxVisionStop-lossPPO | |
Dental | Dental | |
Broker: Segal Company Arizona Inc PPO | PPO | |
HealthRxVision | HealthRxVision | |
STDOther | STDOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 6 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 440 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 352 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 792 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION | 1,259 | $5.9M |
| Dental | HAWAII DENTAL SERVICE | 1,708 | $771K |
| Vision(2 contracts, 2 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION | 1,259 | $5.9M |
| Short-term disability | USABLE LIFE | 451 | $162K |
| Prescription drug(2 contracts, 2 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION | 1,259 | $5.9M |
| Stop-loss / reinsurancereinsurance | HAWAII MEDICAL SERVICE ASSOCIATION | 1,259 | $5.6M |
| Other | USABLE LIFE | 444 | $38K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,708 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Humana |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HSMW ADMIN OFFICE EIN 99-0115396 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $308K |
| MILLER HOWARD EIN 14-1710657 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $111K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $101K |
| AFFINITY INVESTMENT GROUP EIN 33-0934127 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $82K |
| STONEBRIDGE ADVISORS LLC EIN 34-2027194 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $69K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $49K |
| SALTZMAN & JOHNSON LAW CORP EIN 94-2376174 NONE | Legal; Direct payment from the plan Service code 29 | — | $36K |
| CENTRAL PACIFIC BANK EIN 99-0309010 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $33K |
| BANK OF HAWAII EIN 99-6006418 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $33K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 11-3658445 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $32K |
| BENESYS EIN 94-1503999 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $26K |
| JPMORGAN INVESTMENT MGMT EIN 13-3200244 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $23K |
| BROWN ADVISORY LLC EIN 26-4560299 NONE | Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $21K |
| YOSHIDA & ASSOCIATES EIN 99-0337282 NONE | Legal; Direct payment from the plan Service code 29 | — | $13K |
| FIRST HAWAIIAN BANK EIN 99-0034327 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $9K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $6K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $4K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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10 filings · 2016 to 2025