# IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND

Health and welfare plan sponsored by **IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND |
| EIN | 912036994 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | PHILADELPHIA, PA |
| Industry | real estate |
| Funding | mixed |
| Total premiums | $8.8M |
| Participants | 5,435 |
| Persons covered | 4,586 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| GLOBE LIFE AND ACCIDENT INSURANCE COMPANY | Health, Rx, Other |
| TOKIO MARINE HCC | Stop-loss |
| AMALGAMATED LIFE INSURANCE COMPANY | Life |

## Brokers

| Broker | Placed with |
|---|---|
| KTP ADVISORS, INC. | UNITED AMERICAN INSURANCE COMPANY |
| ROBERT BERGMAN | AMALGAMATED LIFE INSURANCE COMPANY |
| FIRST INSURANCE | AMALGAMATED LIFE INSURANCE COMPANY |
| KELLY/PERZEL INSURANCE, LLC | AMALGAMATED LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/912036994-501
- Cite as: PlanOptica, https://planoptica.com/welfare/912036994-501
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