Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$955K
- Prescription drug$955K
- Dental$40K
- Life$29K
- Short-term disability$25K
- Vision$4K
Filings through .
Sponsor portfolio
Board of Trustees of Local 40 Annuity Fund
EIN 14-1514924ConstructionLatest filing 2025
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$1.1M premiums
Participants
317
1236 BRACE RD. UNIT E - CHERRY HILL, NJ 080340000518-807-0031
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 185 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND
Profit-sharing
Assets$12.9M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 WELFARE FUND
Mixed - MVP HEALTH CARE
Premiums$1.1M
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND | Profit-sharing | $12.9M | 130 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 WELFARE FUND | Mixed | MVP HEALTH CARE | $1.1M | 185 | 2024 |
Retirement plans
Welfare plans