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STEAMFITTERS INDUSTRY WELFARE FUND BOARD OF TRUSTEES

EIN 13-1545680-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$18.8M assets
Welfare
1
$17.9M premiums
Participants
4,655
27-08 40TH AVENUE, 2ND FLOOR - LONG ISLAND CITY, NY 111013725212-465-8888
Plans on this EIN
2 filings
#001MoneyPurchase-$18.8M - 43 part#502Mixed-$17.9M - 10,511 lives

Benefits portfolio analytics

1 plan / $17.9M premiums / 10,511 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$6.4M
  • Life$257K
  • Other$257K
Total $17.9M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • ANTHEM LIFE INSURANCE COMPANY63%
  • METROPOLITAN LIFE INSURANCE COMPANY37%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $17.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • HIRAM COHEN AND SON, INC.67%
  • NEP GA LLC17%
  • ASSUREDPARTNERS15%
Total $1K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE STEAMFITTERS INDUSTRY FUND OFFICE MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$18.8M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE STEAMFITTERS INDUSTRY WELFARE FUND

Mixed - ANTHEM BLUE CROSS BLUE SHIELD

Premiums$17.9M
Covered lives10,511
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE STEAMFITTERS INDUSTRY FUND OFFICE MONEY PURCHASE PENSION PLANMoneyPurchase$18.8M432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE STEAMFITTERS INDUSTRY WELFARE FUNDMixedANTHEM BLUE CROSS BLUE SHIELD$17.9M10,5112024
Retirement plans
Welfare plans
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