How many employer clients does Richard I Kersten have?

Richard I Kersten is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.

Who are Richard I Kersten's largest employer clients?

By plan participants, the largest include Altres Global Business Services, Inc. (7,640 participants), Hawaii Permanente Medical Group, Inc. (777 participants) and Aloha Management Company (119 participants).

How much does Richard I Kersten earn in commissions?

Insurers reported $699,616 in broker commissions and $9,039 in fees paid to Richard I Kersten for plan year 2025, per Schedule A Part 1.

Where is Richard I Kersten located?

Richard I Kersten is based in Kailua, HI and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Hawaii

Richard I Kersten

Kailua, HI

Richard I Kersten of Kailua, HI is the broker of record on 7 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $699,616 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$699,616

plan year 2025

Reported fees

$9,039

Quick answer

Richard I Kersten (Kailua, HI) is the broker of record for 3 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Richard I Kersten have?: Richard I Kersten is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Richard I Kersten's largest employer clients?: By plan participants, the largest include Altres Global Business Services, Inc. (7,640 participants), Hawaii Permanente Medical Group, Inc. (777 participants) and Aloha Management Company (119 participants).
How much does Richard I Kersten earn in commissions?: Insurers reported $699,616 in broker commissions and $9,039 in fees paid to Richard I Kersten for plan year 2025, per Schedule A Part 1.
Where is Richard I Kersten located?: Richard I Kersten is based in Kailua, HI and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Richard I Kersten on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Altres Global Business Services, Inc.	HI	7,640	2025-12-31
Hawaii Permanente Medical Group, Inc.	CA	777	2025-12-31
Aloha Management Company	HI	119	2024-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.