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The Welfare Plan of the IUOE Local 137,137A,137B,137R IUOE, AFL-CIO
EIN 13-1739714Finance and InsuranceLatest filing 2025
Plans
3
Retirement
1
$7.1M assets
Health & Benefits
2
$497K premiums
Participants
894
1360 PLEASANTVILLE ROAD - BRIARCLIFF MANOR, NY 10510914-762-1268
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $497K premiums / 623 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS
Traditional DB
Assets$7.1M
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO
Self-funded - ZURICH AMERICAN INSURANCE COMPANY
Premiums$497K
Covered lives623
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
RETIREE PLAN OF THE IUOE LOCAL 137 WELFARE FUND
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS | Traditional DB | $7.1M | 21 | 2025 |
- #001 · Traditional DB · 202521
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO | Self-funded | ZURICH AMERICAN INSURANCE COMPANY | $497K | 623 | 2025 |
| #502 | RETIREE PLAN OF THE IUOE LOCAL 137 WELFARE FUND | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · ZURICH AMERICAN INSURANCE COMPANY · 2025623
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans