Form 5500 · Employee benefit plan · HONOLULU, HI
HAWAIIAN ELECTRIC INDUSTRIES, INC.
The filing calls this plan HAWAIIAN ELECTRIC INDUSTRIES, INC. WELFARE BENEFITS PLAN.
HAWAIIAN ELECTRIC INDUSTRIES, INC. of HONOLULU, HI is a 2,695-participant corporate management employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is STRATEGIC NON-MEDICAL SOLUTION. Coverage is written through HAWAII MEDICAL SERVICE ASSOCIATION and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-0208097 · plan 501 · plan year 2024, filed Oct 2, 2025
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217 other employer plans in Hawaii have policy years ending in December. 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: 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 9 insured contracts covering health, dental, vision, life and disability; the largest, with HAWAII MEDICAL SERVICE ASSOCIATION, covers 5,247 people.
Reported premium across the insured contracts is $40,163,868, with $126,830 in disclosed broker commissions — about 0.3% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
STRATEGIC NON-MEDICAL SOLUTION is the broker of record on 1 of the 9 contracts; the rest name a different broker or none.
8 carriers appear on the filing, including HAWAII MEDICAL SERVICE ASSOCIATION, KAISER FOUNDATION HEALTH PLAN OF HAWAII, HAWAII DENTAL SERVICE and METROPOLITAN LIFE INSURANCE COMPANY. HAWAII MEDICAL SERVICE ASSOCIATION writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 1,398 | Jan 1, 2025 | $572,800 | $78,878 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 4,207 | Jan 1, 2025 | $736,456 | $35,831 |
| METROPOLITAN LIFE INSURANCE COMPANY | Disability | 2,509 | Jan 1, 2025 | $526,038 | $12,121 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 5,247 | Jan 1, 2025 | $29,914,603 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII | Health | 1,031 | Jan 1, 2025 | $5,881,447 | $0 |
| HAWAII DENTAL SERVICE | Dental | 6,486 | Jan 1, 2025 | $2,126,885 | $0 |
| VISION SERVICE PLAN | Vision | 2,378 | Jan 1, 2025 | $366,639 | $0 |
| ACI SPECIALTY BENEFITS | — | 2,600 | Jan 1, 2025 | $39,000 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | — | Jan 1, 2025 | — | $0 |
Premium and claims on this contract
HAWAII DENTAL SERVICE, contract 118. For the contract year on this filing, the carrier reported $2,126,885 in premium earned and $2,113,255 in claims incurred. Dividing one by the other gives 99%.
- HAWAII DENTAL SERVICE, contract 118 reported $175,468 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
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