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 pricingNo prospect flags tripped on this filing.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: BTP Health, LLC HealthRx | HealthRx | |
Health | Health | |
LifeSTD | LifeSTD | |
Vision | Vision |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 8 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 | 665 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 448 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,113 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 3 carriers) | HAWAII MEDICAL ASSURANCE ASSOCIATION | 1,534 | $11.6M |
| Vision | VISION SERVICE PLAN | 954 | $96K |
| Life insurance | PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD | 989 | $219K |
| Short-term disability | PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD | 989 | $219K |
| Prescription drug(5 contracts, 2 carriers) | HAWAII MEDICAL ASSURANCE ASSOCIATION | 1,534 | $9.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,534 | - |
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: Hawaii Medical Assurance Association |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NATIONAL BENEFITS ADMINISTRATORS EIN 27-1724276 NONE | Consulting (general) Service code 16 | 707 RICHARDS STREET, PH6 HONOLULU, HI 96813 | $395K |
| BENEFIT & RISK MANAGEMENT SERVICES EIN 68-0306908 NONE | Contract Administrator Service code 13 | 560 N. NIMITZ HIGHWAY 209 HONOLULU, HI 96817 | $389K |
| SINGERLEWAK EIN 95-2302617 NONE | Accounting (including auditing) Service code 10 | 500 ALA MOANA BLVD., SUITE 2-302 HONOLULU, HI 96813 | $119K |
| HAWAII DENTAL SERVICE EIN 99-0107971 NONE | Claims processing Service code 12 | 770 BISHOP STREET, SUITE 700 HONOLULU, HI 96813 | $84K |
| YOSHIDA & ASSOCIATES EIN 99-0337282 NONE | Legal Service code 29 | 737 BISHOP STREET, SUITE 2730 HONOLULU, HI 96813 | $64K |
| FIRST HAWAIIAN BANK EIN 99-0034327 NONE | Custodial (securities) Service code 19 | P.O. BOX 3708 HONOLULU, HI 96811 | $19K |
| VISION SERVICE PLAN EIN 99-0247673 NONE | Claims processing Service code 12 | 1003 BISHOP STREET, SUITE 800 HONOLULU, HI 96813 | $17K |
| OAKHURST CAPITAL MANAGEMENT EIN 27-1551896 NONE | Investment management Service code 28 | 1900 AVENUE OF THE STARS, SUITE 900 LOS ANGELES, CA 90067 | $11K |
| RAYMOND JAMES & ASSOCIATES EIN 59-1237041 INVESTMENT CONSULTANT | Investment advisory (plan); Investment management; Other fees Service code 27 | 880 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | $11K |
| SSI INVESTMENT MANAGEMENT EIN 95-2913505 NONE | Investment management Service code 28 | 440 SANTA MONICA BLVD., 8TH FLOOR BEVERLY HILLS, CA 90210 | $10K |
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