Form 5500 · Employee benefit plan · HONOLULU, HI
HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND
HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND of HONOLULU, HI is a 812-participant construction employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is SEGAL COMPANY ARIZONA INC. Coverage is written through HAWAII MEDICAL SERVICE ASSOCIATION and 4 other carriers. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-6006418 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision and stop-loss; the largest, with HAWAII MEDICAL SERVICE ASSOCIATION, covers 1,259 people.
The medical plan carries stop-loss coverage, which usually signals a self-funded health plan with insured protection against large claims.
Reported premium across the insured contracts is $7,422,581, with $29,455 in disclosed broker commissions — about 0.4% of premium.
The most recent policy period ended in January, and the plan year ends January 31. Group contracts typically renew on that annual cycle.
SEGAL COMPANY ARIZONA INC is the broker of record on 1 of the 6 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HUMANA | — | 273 | January | $544,497 | $29,455 |
| HAWAII DENTAL SERVICE | Dental | 1,708 | January | $770,543 | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Vision, Stop-loss | 1,259 | January | $5,635,346 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII | Health, Vision | 78 | January | $271,608 | $0 |
| USABLE LIFE | — | 444 | January | $38,184 | $0 |
| USABLE LIFE | — | 451 | January | $162,403 | $0 |
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