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Sponsor portfolio

TRUSTEES OF INSULATORS & ALLIED WORKERS LOCAL 39 PENSION PLAN

EIN 47-0438021-Construction-Latest filing 2024
Plans
2
Retirement
1
$51.4M assets
Welfare
1
$2.7M premiums
Participants
331
PO BOX 390776 - OMAHA, NE 681390776402-333-6960
Plans on this EIN
2 filings
#002MoneyPurchase-$51.4M - 181 part#501Mixed-$2.7M - 412 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 412 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $2.7M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FIRST INSURANCE GROUP LLC100%
Total $58K1 slice

Plan deep-dives

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

INSULATORS & ALLIED WORKERS LOCAL 39 MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$51.4M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO.39 HEALTH AND WELFARE PLAN

Mixed - UNITED HEALTHCARE

Premiums$2.7M
Covered lives412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INSULATORS & ALLIED WORKERS LOCAL 39 MONEY PURCHASE PENSION PLANMoneyPurchase$51.4M1812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO.39 HEALTH AND WELFARE PLANMixedUNITED HEALTHCARE$2.7M4122024
Retirement plans
Welfare plans
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