PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. IBEW LOCAL NO. 236 HEALTH AND BENEFIT FU

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 14-1442159

IBEW LOCAL NO. 236 HEALTH AND BENEFIT FU

3000 TROY SCHENECTADY RD · SCHENECTADY, NY 12309
5187825499
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
1,693
No prior year
Total participants
1,793
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.8M
IBEW LOCAL NO. 236 HEALTH & BENEFIT FUND
Mixed1,693 covered·4 carriers
Primary: THE UNION LABOR LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$680K36.3%
Short-term disability$505K27.0%
Long-term disability$355K19.0%
Life$205K11.0%
Dental$56K3.0%
Vision$56K3.0%
Other$17K0.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470246511
STDLTDOth
$877K48.2%131,107
UNION SECURITY INSURANCE COMPANY
EIN 131423090
SL
$680K37.4%111,112
COMPANION LIFE INSURANCE COMPANY
EIN 131595128
L
$205K11.3%111,693
ANTHEM LIFE INSURANCE COMPANY
EIN 237391136
DV
$56K3.1%111,617

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSHALL & STERLING EMPLOYEE BENEFIPOUGHKEEPSIE, NYANTHEM BLUE CROSS AND BLUE SHIELD, COMPANION LIFE INSURANCE COMPANY, MUTUAL OF OMAHA INSURANCE COMPANY$8K$1K$9K51.5%1
FNA INSURANCE SERVICES INCWOODBURY, NYCOMPANION LIFE INSURANCE COMPANY, MUTUAL OF OMAHA INSURANCE COMPANY$0$9K$9K48.5%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