Form 5500 · Employee benefit plan · HONOLULU, HI
BOARD OF TRUSTEES OF MASONS HEALTH & WELFARE TRUST FUND
The filing calls this plan MASONS HEALTH & WELFARE PLAN.
BOARD OF TRUSTEES OF MASONS HEALTH & WELFARE TRUST FUND of HONOLULU, HI insures health, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is BTP HEALTH LLC. Coverage is written through HAWAII MEDICAL ASSURANCE ASSOCIATION and 4 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-6014747 · plan 501 · plan year 2025, filed Dec 15, 2025
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7 other employer plans in Hawaii have policy years ending in February. 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
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 8 insured contracts covering health, vision, life and disability; the largest, with HAWAII MEDICAL ASSURANCE ASSOCIATION, covers 1,534 people.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $11,954,831, with $514,124 in disclosed broker commissions — about 4.3% of premium.
The most recent policy period ended in February, and the plan year ends February 28. Group contracts typically renew on that annual cycle.
BTP HEALTH LLC is the broker of record on 1 of the 8 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HAWAII MEDICAL ASSURANCE ASSOCIATION | Health | 1,534 | Mar 1, 2025 | $8,527,599 | $514,124 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 457 | Mar 1, 2025 | $2,552,574 | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 345 | Jan 1, 2025 | $538,983 | $0 |
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. | Life, Disability | 989 | Mar 1, 2025 | $219,038 | $0 |
| VISION SERVICE PLAN | Vision | 954 | Mar 1, 2025 | $96,067 | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 17 | Jan 1, 2025 | $7,924 | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 4 | Jan 1, 2025 | $7,022 | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 3 | Jan 1, 2025 | $5,624 | $0 |
Premium and claims on these contracts
PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., contract GL-20582,582A. For the contract year on this filing, the carrier reported $219,038 in premium earned and $261,642 in claims incurred. Dividing one by the other gives 119%.
VISION SERVICE PLAN, contract 06105345. For the contract year on this filing, the carrier reported $96,067 in premium earned and $79,236 in claims incurred. Dividing one by the other gives 82%.
- PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., contract GL-20582,582A reported $17,676 in retention.
- VISION SERVICE PLAN, contract 06105345 reported $16,831 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.
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Renewal calendar
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