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Sponsor portfolio

INT'L UNION OF PAINTER & ALLIED

EIN 35-0198600-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
1
$13.7M assets
Welfare
2
$3.9M premiums
Participants
561
7234 PARKWAY DR - HANOVER, MD 210761307410-564-5868
Plans on this EIN
3 filings
#002401k-$13.7M - 129 part#502Fully Insured-$3.9M - 610 lives#501Mewa-0 lives

Benefits portfolio analytics

2 plans / $3.9M premiums / 610 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Dental$285K
  • Other$269K
  • Life$257K
  • Short-term disability$237K
  • +2 more
Total $3.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • HARTFORD LIFE AND ACCIDENT5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • TRUSTMARK INSURANCE COMPANY1%
Total $3.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
102%top
  • GALLAGHER BENEFIT SERVICES, INC.102%
  • JAMES R NELLIGAN & ASSOCIATES LLC12%
  • EMPLOYEE FAMILY PROTECTION INC10%
  • JAY E. BLACK1%
  • MID ATLANTIC BENEFITS GROUP LLC0%
  • +3 more
Total $209K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

IUPAT 401(K) PLAN

401k

Assets$13.7M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES EMPLOYEE BENEFITS PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$3.9M
Covered lives610
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HEALTHINVEST HEALTH REIMBURSEMENT ARRANGEMENTHRA PLAN

Mewa

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002IUPAT 401(K) PLAN401k$13.7M1292025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES EMPLOYEE BENEFITS PLANFully InsuredCAREFIRST BLUECHOICE, INC.$3.9M6102025
501HEALTHINVEST HEALTH REIMBURSEMENT ARRANGEMENTHRA PLANMewa-$002024
Retirement plans
Welfare plans
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