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Sponsor portfolioWelfare / HealthEIN 42-1294150

BOARD OF TRUSTEES OF THE COOPERATIVE WELFARE BENEFITS FUND

1415 28TH STREET, SUITE 100 · WEST DES MOINES, IA 502661450
5152260303
Plans filed
2
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$7.1M
No prior year
Persons covered
5,870
No prior year
Total participants
6,897
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$6.7M
THE COOPERATIVE WELFARE BENEFITS PLAN
MEWA4,936 covered·7 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$380K
ASSOCIATED BENEFITS CORPORATION SECTION 125 PLAN
MEWA934 covered·5 carriers
Primary: STANDARD LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$3.3M36.8%
Other$2.1M23.0%
Life$2.0M21.8%
Long-term disability$1.1M12.1%
Vision$568K6.3%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$3.3M46.9%114,936
STANDARD INSURANCE COMPANY
EIN 930242990
LLTDOth
$2.9M40.8%254,979
VISION SERVICE PLAN
EIN 061227840
V
$568K8.0%222,354
THE STANDARD
EIN 930242990
LOth
$176K2.5%11854
CONNECTIONS INC EAP
EIN 421318079
Oth
$116K1.6%223,963
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
Oth
$12K0.2%221,505
BLUE CROSS OF CALIFORNIA
EIN 420318333
$00.0%113,938
DELTA DENTAL OF CALIFORNIA
EIN 420959302
$00.0%114,412

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOLMES MURPHY & ASSOCIATESDES MOINES, IASTANDARD INSURANCE COMPANY, STANDARD LIFE INSURANCE COMPANY, ACE AMERICAN INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$415K$108K$523K72.6%2
AVANT SPECIALTY BENEFITS LLCDES MOINES, IASTANDARD INSURANCE COMPANY, STANDARD LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$154K$0$154K21.4%2
STEALTH PARTNER GROUP LLCSCOTTSDALE, AZSUN LIFE ASSURANCE COMPANY OF CANADA$0$40K$40K5.6%1
REUBEN WARNER ASSOCIATES, INC.STATEN ISLAND, NYACE AMERICAN INSURANCE COMPANY$0$3K$3K0.4%2

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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