See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 5 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 5 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PACIFIC ADMINISTRATORS INC EIN 99-0351671 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $2.2M |
| MILLIMAN EIN 91-0675641 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $119K |
| RAYMOND JAMES EIN 94-3249244 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $72K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $72K |
| WEINBERG, ROGER, & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $64K |
| YOSHIDA AND ASSOCIATES EIN 99-0337282 NONE | Legal; Direct payment from the plan Service code 29 | — | $64K |
| HC MANAGEMENT PROGRAM EXPENSES EIN 99-6014749 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $52K |
| FIRST HAWAIIAN BANK EIN 99-0034327 NONE | Trustee (directed); Investment management fees paid directly by plan Service code 25 | — | $38K |
| FOCUS INVESTMENT ADVISORS EIN 33-0606466 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $38K |
| CENTRAL PACIFIC BANK EIN 39-2068708 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $32K |
| BANK OF HAWAII EIN 99-0210467 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $18K |
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 | 2,497 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 800 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,297 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HAWAII MEDICAL SERVICE ASSOCIATION | 808 | $2.5M |
| Life insurance | PACIFIC GUARDIAN LIFE INSURANCE CO. | 3,267 | $445K |
| Short-term disability | PACIFIC GUARDIAN LIFE INSURANCE CO. | 2,644 | $737K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 1,782 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,267 | — |
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."
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.