HAWAII LIFE AND DISABILITY INSURANCE GUARANTY ASSOCIATION

EIN: 990224036

HONOLULU, HI

Total Revenue
$2,268,139
Total Expenses
$810,339
Total Assets
$34,634,473
Net Assets
$34,634,473
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
HI
Principal Officer
Margolee Lee
Phone
8084408763
Tax Period
2023-01-01 to 2023-12-31

HAWAII LIFE AND DISABILITY INSURANCE GUARANTY ASSOCIATION, founded in 1979, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Revenue surged 143% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 64% operating margin.

Mission

The mission of Hawaii Life and Disability Insurance Guaranty Association ("Association') is to protect Hawaii owners and beneficiaries of policies issued by Hawaii licensed life and health insurance companies that become impaired or insolvent. The Association was created by the Hawaii State Legislature pursuant to the Hawaii Life and Disability Insurance Guaranty Association Act under HRS 431:16-201 ("HLDIGA Act"). During the taxable year, the significant activities of the Association focused on managing and administering its: (1) life insurance accounts; (2) accident, health and sickness insurance accounts; and (3) annuity accounts for the benefit of the HLDIGA Act's intended beneficiaries as provided by Hawaii law.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,119,105
Investment Income $1,149,034
Other Revenue $0
TOTAL REVENUE $2,268,139

Expense Breakdown

Grants Paid $0
Salaries & Benefits $104,147
Fundraising Expenses $0
Program Expenses $810,339
Other Expenses $313,484
TOTAL EXPENSES $810,339

Year-over-Year Comparison

2023 2022 Change
Revenue $2,268,139 $934,166 +1.4%
Expenses $810,339 $1,093,742 -0.3%
Net Income $1,457,800 $-159,576 -10.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
1
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$95,800
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Margolee P Lee Chairperson Pacific Guardian Life Ins. 10.00
Officer Director
$0 $0 $0
Wayne Tanaka Vice Chairperson Massachusetts Mutual Life 3.00
Officer Director
$0 $0 $0
Joy Higa Treasurer UnitedHealthCare Ins. Co. 3.00
Officer Director
$0 $0 $0
Rosa Iturbides Secretary Equitable 3.00
Officer Director
$0 $0 $0
Mary Barney Director Genworth Life & Annuity In 3.00
Director
$0 $0 $0
Sayaka Ogura Glaser Director New York Life Ins. Co. 3.00
Director
$0 $0 $0
Megan Claypool Director Athene Annuity & Life Co. 3.00
Director
$0 $0 $0
Germaine Marks Director Prudential Ins. Co. of Ame 3.00
Director
$0 $0 $0
Umberto Speranza Director UNUM Life Insurance Company of America 3.00
Director
$0 $0 $0
Peter Inoue Executive Director 40.00
Officer
$95,800 $0 $95,800
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $2,268,139 $810,339 $34,634,473 $1,457,800
2022 $934,166 $1,093,742 $33,176,673 $-159,576
2021 $21,104,675 $1,270,784 $33,336,249 $19,833,891
2020 $630,110 $1,787,742 $13,502,358 $-1,157,632
2019 $516,079 $1,213,158 $14,659,990 $-697,079
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