Plan Ledger DOL Form 5500 · updated monthly

Liliuokalani Trustbenefits

Lili'Uokalani Trust Health and Welfare Plan · HONOLULU, HI · plan year 2025

Broker compensation reported · 2025
$101,008

Liliuokalani Trust's benefits plans covered 232 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $1,181,775. Insurance brokers and agents were paid $101,008 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 8.5% of premiums. That is $435 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 11% from $113,398 in 2024.

Insurance contracts · 20258
UNIVERSITY HEALTH ALLIANCE · health drug vision ppo$1.2M · 164 covered
HAWAII DENTAL SERVICE · dentalpremiums n/a · 324 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug vision hmopremiums n/a · 110 covered
EMPLOYEE ASSISTANCE OF THE PACIFIC, LLCpremiums n/a · 201 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 47 covered
AFLACpremiums n/a · 37 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 207 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 124 covered
Brokers & agents paid · 20258
MERCER HEALTH AND BENEFITS, LLC$88,691 · incl $1,804 fees
JASON C. CRANE$3,160
PATTIE L. ARANIO$3,519
TYLER K. PANG AND OTHER AGENTS$1,808
GRACE KIM AND OTHER AGENTS$1,475
KAHIKINA CONSULTING, INC.$489
PIONEER PACIFIC FIN SERVICES, INC.$167
6 individual agents · names withheld$1,699

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 Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 990078890 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.