PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LOCAL UNION 863 I.B. OF T. WELFARE FUND
Sponsor portfolio

LOCAL UNION 863 I.B. OF T. WELFARE FUND

EIN 22-1478216-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
$1.7M premiums
Participants
3,188
209 SUMMIT ROAD - MOUNTAINSIDE, NJ 070922304908-654-6990LinkedIn1-10 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001TraditionalDB-$1.1M - 1 part#501Mixed-$1.7M - 3,123 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 3,123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.6M
  • Life$133K
  • Other$133K
Total $1.7M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNION SECURITY INSURANCE COMPANY92%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
Total $1.7M2 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

LOCAL UNION 863 I.B. OF T. WELFARE FUND ANNUITY PLAN

TraditionalDB

Assets$1.1M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOCAL NO. 863 WELFARE PLAN

Mixed - THE UNION LABOR LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives3,123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LOCAL UNION 863 I.B. OF T. WELFARE FUND ANNUITY PLANTraditionalDB$1.1M12025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOCAL NO. 863 WELFARE PLANMixedTHE UNION LABOR LIFE INSURANCE COMPANY$1.7M3,1232025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica