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Sponsor portfolioWelfare / HealthEIN 22-2004832

TRUSTEES OF TEAMSTERS LOCAL 97 BENEFITS FUND

136 CENTRAL AVENUE, 1ST FLOOR · CLARK, NJ 07066
9088100022
Plans filed
1
Years active
2016–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$974K
No prior year
Persons covered
1,229
No prior year
Total participants
1,413
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$974K
TEAMSTERS LOCAL 97 BENEFITS FUND
Mixed1,229 covered·3 carriers
Primary: HORIZON HEALTHCARE SERVICES, INC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$46K50.0%
Other$46K50.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HORIZON HEALTHCARE SERVICES, INC.
EIN 220999690
$928K95.3%111,186
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LOth
$31K3.2%111,195
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LOth
$15K1.5%111,229

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCFAIRFIELD, NJTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$9K$0$9K71.8%1
ASSUREDPARTNERSELMWOOD PARK, NJTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$543$3K$3K28.2%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
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