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Sponsor portfolioWelfare / HealthEIN 16-0841426

TRUSTEES OF LOCAL NO 41 IBEW HEALTH FUND

3546 CALIFORNIA ROAD · ORCHARD PARK, NY 141271746
7166626122
Plans filed
1
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$6.2M
No prior year
Persons covered
1,069
No prior year
Total participants
1,074
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.2M
LOCAL NO. 41 IBEW HEALTH FUND
Mixed1,069 covered·2 carriers
Primary: HIGHMARK WESTERN & NORTHEASTERN NEW YORK INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Prescription drug$6.0M49.0%
Other$6.0M49.0%
Life$241K2.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 161105741
RxOth
$6.0M96.1%121,069
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 133176850
L
$241K3.9%11835

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ROBERT BERGMANMARGATE CITY, NJFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY$14K$0$14K100.0%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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