Form 5500 · Employee benefit plan · HONOLULU, HI
ARCADIA RETIREMENT RESIDENCE
ARCADIA RETIREMENT RESIDENCE of HONOLULU, HI is a 525-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through UNIVERSITY HEALTH ALLIANCE and 5 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-0256226 · plan 502 · plan year 2025, filed Mar 17, 2026
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53 other employer plans in Hawaii have policy years ending in June. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: prepaid legal, death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 7 insured contracts covering health, dental, vision, life and disability; the largest, with UNIVERSITY HEALTH ALLIANCE, covers 353 people.
Reported premium across the insured contracts is $4,947,476, with $168,084 in disclosed broker commissions — about 3.4% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
MERCER HEALTH AND BENEFITS, LLC is the broker of record on 5 of the 7 contracts; the rest name a different broker or none.
6 carriers appear on the filing, including UNIVERSITY HEALTH ALLIANCE, KAISER FOUNDATION HEALTH PLAN, INC., HAWAII DENTAL SERVICE and UNUM LIFE INSURANCE COMPANY OF AMERICA. UNIVERSITY HEALTH ALLIANCE writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNIVERSITY HEALTH ALLIANCE | Health, Vision | 353 | Jul 1, 2025 | $2,577,554 | $77,410 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health, Vision | 237 | Jul 1, 2025 | $1,906,541 | $61,343 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 521 | Jul 1, 2025 | $116,489 | $11,649 |
| HAWAII DENTAL SERVICE | Dental | 675 | Jul 1, 2025 | $285,175 | $8,553 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 88 | Jul 1, 2025 | $39,711 | $5,525 |
| AFLAC | Health, Dental | 17 | Jul 1, 2025 | $13,357 | $2,134 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 44 | Jul 1, 2025 | $8,649 | $1,470 |
Premium and claims on this contract
UNIVERSITY HEALTH ALLIANCE, contract 0485. For the contract year on this filing, the carrier reported $2,577,554 in premium earned and $2,005,485 in claims incurred. Dividing one by the other gives 78%.
- UNIVERSITY HEALTH ALLIANCE, contract 0485 reported $262,911 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
53 other employer plans in Hawaii are July 1 renewals (policy year ends June).
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