Form 5500 · Retirement plan · HONOLULU, HI
HAWAIIAN ELECTRIC INDUSTRIES, INC.
The filing calls this plan RETIREMENT PLAN FOR EMPLOYEES OF HAWAIIAN ELECTRIC INDUSTRIES, INC. AND PARTICIPATING SUBSIDIARIES.
HAWAIIAN ELECTRIC INDUSTRIES, INC. of HONOLULU, HI's retirement plan holds 4 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-0208097 · plan 001 · plan year 2024, filed Oct 15, 2025
Plan brief
Schedule A lists 4 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with HAWAII MEDICAL SERVICE ASSOCIATION.
The filing discloses no agent commission on these contracts.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in December.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 1,866 | December | $8,661,630 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII | Health | 310 | December | $1,705,841 | $0 |
| HAWAII DENTAL SERVICE | Dental | 848 | December | $473,499 | $0 |
| VISION SERVICE PLAN | Vision | 563 | December | $71,995 | $0 |
Premium and claims on this contract
HAWAII DENTAL SERVICE, contract 118. For the contract year on this filing, the carrier reported $473,499 in premium earned and $403,178 in claims incurred. Dividing one by the other gives 85%.
- HAWAII DENTAL SERVICE, contract 118 reported $39,064 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.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.
Other plans filed by this employer
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