Plan Ledger DOL Form 5500 · updated monthly

Aloha Management Companybenefits

Welfare Benefit Plan of Aloha Management Co and Aloha Nursing Rehab Centre · KANEOHE, HI · plan year 2024

Broker compensation reported · 2024
$9,551

Aloha Management Company's benefits plans covered 119 active participants in 2024, providing health · life · dental · vision · short-term disability · death benefits. Insurance premiums totaled $471,513. Insurance brokers and agents were paid $9,551 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.0% of premiums. That is $80 per covered person, below the median for employer plans that report broker pay. Broker pay fell 22% from $12,298 in 2023.

Insurance contracts · 20249
UNIVERSITY HEALTH ALLIANCE · health drug dental vision$472K · 75 covered
HARTFORD LIFE AND ACCIDENT · lifepremiums n/a · 2 covered
LEGALPLANS, USApremiums n/a · 2 covered
CONTINENTAL AMERICAN INSURANCE COMPANY · lifepremiums n/a · 12 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 120 covered
KAISER FOUNDATION HEALTH PLAN OF HAWAII · health drug dental visionpremiums n/a · 49 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 97 covered
TRANSAMERICA LIFE INSURANCE COMPANY · lifepremiums n/a · 10 covered
UNIVERSITY HEALTH ALLIANCE · health drug dental visionpremiums n/a · 8 covered
Brokers & agents paid · 20249
RICHARD KERSTEN$4,867
EOI SERVICE COMPANY$1,364
GALLAGHER BENEFIT SERVICES INC$2,967 · incl $373 fees
EOI SERVICE COMPANY INC$89
EOI SERVICE COMPANY, INC.$50 · incl $50 fees
GALLAGHER BENEFIT SERVICES$27 · incl $27 fees
US NATIONAL BENEFIT PARTNERS WEST$19 · incl $19 fees
Individual agent · names withheld$93

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Richard Kersten1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 990277222 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.