Benefits broker of record · HONOLULU, HI
HI INS. & FINANCIAL SERVICES, INC.
HI INS. & FINANCIAL SERVICES, INC. of HONOLULU, HI is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
Book profile
HI INS. & FINANCIAL SERVICES, INC. brokers 3 insured contracts for 1 employer, all in Utah.
Health is the largest line (2 contracts), followed by vision (2), dental (1).
HAWAII DENTAL SERVICES writes the most contracts in the book (1, about 33%); HAWAII MEDICAL ASSURANCE ASSOCIATION, KAISER FOUNDATION HEALTH PLAN, INC. follow.
Renewals concentrate on January 1: 67% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- HAWAII DENTAL SERVICES1
- HAWAII MEDICAL ASSURANCE ASSOCIATION1
- KAISER FOUNDATION HEALTH PLAN, INC.1
Counted by each employer's own state. Largest first.
- Utah3
Contracts by line.
health 2 · vision 2 · dental 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| ALSCO | SALT LAKE CITY, UT | HAWAII MEDICAL ASSURANCE ASSOCIATION | Feb 1FY2025 |
| ALSCO | SALT LAKE CITY, UT | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
| ALSCO | SALT LAKE CITY, UT | HAWAII DENTAL SERVICES | Jan 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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