PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BOARD OF TRUSTEES OF THE UNITED WELFARE FUND

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 11-1823976

BOARD OF TRUSTEES OF THE UNITED WELFARE FUND

145 HUGUENOT STREET, SUITE 100 · NEW ROCHELLE, NY 10801
7186584848
Plans filed
2
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$6.2M
No prior year
Persons covered
70,776
No prior year
Total participants
117,022
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$6.2M
UNITED WELFARE FUND-WELFARE DIVISION
Mixed70,776 covered·6 carriers
Primary: HEALTHPLEX INSURANCE COMPANY
Plan #501$0
UNITED WELFARE FUND-SECURITY PLAN
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$3.4M54.4%
Prescription drug$1.6M26.0%
Vision$582K9.4%
Life$359K5.8%
Other$158K2.6%
Short-term disability$115K1.9%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HEALTHPLEX INSURANCE COMPANY
EIN 113469326
D
$2.5M40.6%1112,196
SUPREME BENEFITS
EIN 861295860
Rx
$1.6M26.0%110
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$763K12.3%111,361
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 133176850
LSTDOth
$632K10.2%1370,776
GENERAL VISION SERVICES
EIN 113580576
V
$582K9.4%118,981
DENTCARE DELIVERY SYSTEMS
EIN 112480692
D
$90K1.5%11416

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCSMITHTOWN, NYHEALTHPLEX INSURANCE COMPANY$278K$0$278K83.8%1
LIGHTHOUSE PLANNING GROUPBROOKLYN, NYFIRST RELIANCE STANDARD LIFE INSURANCE CO.$54K$0$54K16.2%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
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