Form 5500 · Employee benefit plan · HONOLULU, HI
BOARD OF TRUSTEES OF HAWAII TEAMSTERS HEALTH & WELFARE PLAN
The filing calls this plan HAWAII TEAMSTERS HEALTH & WELFARE PLAN.
BOARD OF TRUSTEES OF HAWAII TEAMSTERS HEALTH & WELFARE PLAN of HONOLULU, HI is a 2,313-participant construction employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is BENEFIT PLAN SOLUTIONS, INC.. Coverage is written through UNIVERSITY HEALTH ALLIANCE and 5 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-6009135 · plan 501 · plan year 2025, filed Jun 12, 2026
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6 other employer plans in Hawaii have policy years ending in August. 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 plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.
Benefits declared on this filing
Dental: HAWAII MEDICAL SERVICE ASSOCIATION covers 87 of 2,313 participants (3.8%) on Schedule A.
Also declared: death benefits.
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 and life; the largest, with UNIVERSITY HEALTH ALLIANCE, covers 4,781 people.
Reported premium across the insured contracts is $38,583,884, with $2,520 in disclosed broker commissions — about 0% of premium.
The most recent policy period ended in August, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
BENEFIT PLAN SOLUTIONS, INC. is the broker of record on 1 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., HUMANA INSURANCE COMPANY and VISION SERVICE PLAN. UNIVERSITY HEALTH ALLIANCE writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. | Life | 2,249 | Sep 1, 2025 | $51,354 | $2,520 |
| UNIVERSITY HEALTH ALLIANCE | Health | 4,781 | Sep 1, 2025 | $28,304,898 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1,146 | Sep 1, 2025 | $8,275,299 | $0 |
| HUMANA INSURANCE COMPANY | Health | 484 | Sep 1, 2025 | $884,199 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 137 | Jan 1, 2025 | $808,899 | $0 |
| VISION SERVICE PLAN | Vision | 2,800 | Sep 1, 2025 | $207,849 | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Dental | 87 | Sep 1, 2025 | $51,386 | $0 |
Premium and claims on these contracts
PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., contract 20581. For the contract year on this filing, the carrier reported $51,354 in premium earned and $35,642 in claims incurred. Dividing one by the other gives 69%.
UNIVERSITY HEALTH ALLIANCE, contract 4380. For the contract year on this filing, the carrier reported $28,304,898 in premium earned and $20,418,857 in claims incurred. Dividing one by the other gives 72%.
VISION SERVICE PLAN, contract 30030728. For the contract year on this filing, the carrier reported $207,849 in premium earned and $177,536 in claims incurred. Dividing one by the other gives 85%.
- PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., contract 20581 reported $8,453 in retention.
- UNIVERSITY HEALTH ALLIANCE, contract 4380 reported $2,793,693 in retention.
- VISION SERVICE PLAN, contract 30030728 reported $21,997 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. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
How this plan compares
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Renewal calendar
6 other employer plans in Hawaii are September 1 renewals (policy year ends August).
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