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Sponsor portfolioWelfare / HealthEIN 22-6033381

OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND

65 SPRINGFIELD AVENUE, SECOND FLOOR · SPRINGFIELD, NJ 07081
9739211661
Plans filed
2
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$20.4M
No prior year
Persons covered
7,493
No prior year
Total participants
7,235
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$20.4M
OPERATING ENGINEERS LOCAL 825 WELFARE FUND
Mixed7,493 covered·4 carriers
Primary: AETNA LIFE INSURANCE CO.
Plan #502$14.1M
OPERATING ENGINEERS LOCAL 825 RETIREE WELFARE FUND
Mixed2,259 covered·3 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$7.1M71.9%
Life$2.7M27.3%
Long-term disability$38K0.4%
Other$38K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
$10.6M52.0%112,343
FIDELIO INSURANCE COMPANY
EIN 232436056
D
$7.1M34.8%117,493
AMALGAMATED LIFE INSURANCE COMPANY
EIN 135501223
L
$2.7M13.0%117,243
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$38K0.2%1195

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILSUN LIFE ASSURANCE COMPANY OF CANADA$8K$0$8K100.0%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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