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Form 5500 · Employee benefit plan · HONOLULU, HI

Y. HATA & CO., LIMITED

Y. HATA & CO., LIMITED's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ATLAS INSURANCE AGENCY, INC.. Coverage is written through HMAA and 4 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Insurance carrier
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-0039840 · plan 503 · as of Aug 2026

Participants
463
Carriers on file
5
Disclosed commissions
$109,410
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
HMAAHealth, Vision351June$2,464,698$44,548
KAISER FOUNDATION HEALTH PLAN OF HAWAIIHealth, Vision162June$1,134,990$39,805
USABLE LIFELife, Disability412June$166,476$19,860
CONTINENTAL AMERICAN INSURANCE COMPANY26June$29,635$5,197
WORKLIFE HAWAII461June$8,759$0

Questions

Who is Y. HATA & CO., LIMITED's benefits broker?

Per its most recent Form 5500 Schedule A, Y. HATA & CO., LIMITED's broker of record is ATLAS INSURANCE AGENCY, INC..

What insurance carrier does Y. HATA & CO., LIMITED use?

Y. HATA & CO., LIMITED's benefit plan is written through HMAA, among 5 disclosed carriers.

When does Y. HATA & CO., LIMITED's group plan renew?

The most recent Schedule A policy period for Y. HATA & CO., LIMITED ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from Y. HATA & CO., LIMITED's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.