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Sponsor portfolioWelfare / HealthEIN 11-1628170

BOARD OF TRUSTEES IUOE LOCAL 138 WELFARE FUND

P.O. BOX 206, 137 GAZZA BLVD. · FARMINGDALE, NY 11735
6316942480
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$3.7M
No prior year
Persons covered
1,112
No prior year
Total participants
1,859
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.7M
INTERNATIONAL UNION OF OPERATING ENGIN LOCAL 138 WELFARE FUND
Mixed1,112 covered·3 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.6M84.4%
Life$151K7.8%
Other$151K7.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
$1.9M51.7%11516
UNION SECURITY INSURANCE COMPANY
EIN 131423090
SL
$1.6M44.2%111,103
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 135570651
LOth
$151K4.1%111,112

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
KEEFE CONSULTING CORPHUNTINGTON, NYTHE UNION LABOR LIFE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY$103K$0$103K51.2%1
BUCKINGHAM INSURANCEHATFIELD, PATHE UNION LABOR LIFE INSURANCE COMPANY$16K$82K$98K48.8%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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