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Sponsor portfolioWelfare / HealthEIN 52-6072849

BD TEES H&W TRUST FD FOR IUOE L 99&99A

3615 NORTH POINT BLVD, SUITE C · BALTIMORE, MD 21222
4102549595
Plans filed
1
Years active
2015–2024
Industry
NAICS 23
Latest filing
2024
Total premiums (latest)
$3.5M
No prior year
Persons covered
3,256
No prior year
Total participants
3,256
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.5M
H & W TRUST FD FOR IUOE LOCAL 99 & 99A
Mixed3,256 covered·3 carriers
Primary: UNION LABOR LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$2.0M35.8%
Other$1.5M28.1%
Life$986K18.0%
Long-term disability$986K18.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNION SECURITY INSURANCE COMPANY
EIN 131423090
SL
$2.0M56.0%112,845
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LLTDOth
$986K28.2%113,256
HUMANA INSURANCE COMPANY
EIN 391263473
Oth
$552K15.8%11342

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDBALTIMORE, MDSYMETRA LIFE INSURANCE COMPANY, UNION LABOR LIFE INSURANCE COMPANY$474K$103K$577K97.4%1
LABOR FIRST LLCMOUNT LAUREL, NJHUMANA$16K$0$16K2.6%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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