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Sponsor portfolioWelfare / HealthEIN 99-0078890

LILIUOKALANI TRUST

1100 ALAKEA STREET, SUITE 1100 · HONOLULU, HI 96813
8082036150
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
324
No prior year
Total participants
260
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #507$2.4M
LILI'UOKALANI TRUST HEALTH AND WELFARE PLAN
Fully insured324 covered·7 carriers
Primary: UNIVERSITY HEALTH ALLIANCE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.0M30.2%
Vision$2.0M30.2%
Prescription drug$2.0M30.2%
Other$188K2.8%
Dental$142K2.1%
Life$124K1.8%
Short-term disability$93K1.4%
Long-term disability$93K1.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNIVERSITY HEALTH ALLIANCE
EIN 990263440
HRxV
$1.2M49.8%11164
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRxV
$863K36.3%11110
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990107971
D
$142K6.0%11324
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$124K5.2%12207
AFLAC
EIN 822723296
Oth
$58K2.4%1247
EMPLOYEE NETWORK, INC.
EIN 900154915
Oth
$7K0.3%11201

Broker overview

13 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILCONTINENTAL AMERICAN INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNIVERSITY HEALTH ALLIANCE, KAISER FOUNDATION HEALTH PLAN, INC., HAWAII DENTAL SERVICE$87K$2K$89K87.8%1
PATTIE L ARANIOHONOLULU, HICONTINENTAL AMERICAN INSURANCE COMPANY, AFLAC$4K$0$4K3.5%1
JASON C CRANEKAPOLEI, HICONTINENTAL AMERICAN INSURANCE COMPANY$3K$0$3K3.1%1
TYLER K. PANGHONOLULU, HICONTINENTAL AMERICAN INSURANCE COMPANY$2K$0$2K1.8%1
GRACE KIM AND OTHER AGENTSLAKE ELSINORE, CAAFLAC$1K$0$1K1.5%1
CHRISTIAN FERMAHINAIEA, HICONTINENTAL AMERICAN INSURANCE COMPANY$530$0$5300.5%1
KAHIKINA CONSULTANTS INCWAILUKU, HICONTINENTAL AMERICAN INSURANCE COMPANY$489$0$4890.5%1
KRISTOPHER KEAHIOLALOHONOLULU, HICONTINENTAL AMERICAN INSURANCE COMPANY$479$0$4790.5%1
JULIE C GUSHIKENHILO, HIAFLAC$264$0$2640.3%1
STEPHEN H ARANIOHONOLULU, HIAFLAC$196$0$1960.2%1
PIONEER PACIFIC FINANCIALHONOLULU, HIAFLAC$167$0$1670.2%1
DERRICK K CHINGKAPAA, HIAFLAC$139$0$1390.1%1
MICHAEL E JONESEWA BEACH, HIAFLAC$91$0$910.1%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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