PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30

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 23-2258631

JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30

P.O. BOX 4600 · TROY, MI 48099
1877280887
Plans filed
2
Years active
2015–2024
Industry
NAICS 23
Latest filing
2024
Total premiums (latest)
$10.7M
No prior year
Persons covered
1,827
No prior year
Total participants
899
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$10.7M
ROOFERS UNION LOCAL 30 COMBINED HEALTH AND WELFARE FUND
Mixed1,827 covered·5 carriers
Primary: INDEPENDENCE BLUE CROSS - PERSONAL CHOICE
Plan #502$0
ROOFERS UNION LOCAL 30 COMBINED RETIREE HEALTH PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$10.5M98.4%
Vision$87K0.8%
Life$43K0.4%
Other$43K0.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 232184623
H
$10.5M98.8%131,827
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 251149206
V
$87K0.8%12841
UNION SECURITY INSURANCE COMPANY
EIN 131423090
LOth
$43K0.4%111,581

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WADE FINANCIAL INC.CHALFONT, PATHE UNION LABOR LIFE INSURANCE COMPANY$2K$0$2K100.0%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
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