Form 5500 · Employee benefit plan · HONOLULU, HI
LILIUOKALANI TRUST
Public Form 5500 records show how LILIUOKALANI TRUST (HONOLULU, HI) structures its employee benefits. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through UNIVERSITY HEALTH ALLIANCE and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-0078890 · plan 507 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNIVERSITY HEALTH ALLIANCE | Health, Vision | 164 | December | $38,571 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health, Vision | 110 | December | $29,622 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 47 | December | $11,178 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 207 | December | $10,034 |
| HAWAII DENTAL SERVICE | Dental | 324 | December | $3,530 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 124 | December | $3,376 |
| AFLAC | — | 37 | December | $2,892 |
| EMPLOYEE ASSISTANCE OF THE PACIFIC, LLC | — | 201 | December | $0 |
Questions
Who is LILIUOKALANI TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, LILIUOKALANI TRUST's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does LILIUOKALANI TRUST use?
LILIUOKALANI TRUST's benefit plan is written through UNIVERSITY HEALTH ALLIANCE, among 8 disclosed carriers.
When does LILIUOKALANI TRUST's group plan renew?
The most recent Schedule A policy period for LILIUOKALANI TRUST ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LILIUOKALANI TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.