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Sponsor portfolioWelfare / HealthEIN 59-6134281

TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN

8657 BAYPINE ROAD BLDG. 5 STE 200 · JACKSONVILLE, FL 32256
9045380100
Plans filed
1
Years active
2015–2024
Industry
NAICS 23
Latest filing
2024
Total premiums (latest)
$705K
No prior year
Persons covered
321
No prior year
Total participants
334
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$705K
PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN
Mixed321 covered·3 carriers
Primary: BERKSHIRE HATHAWAY SPECIALTY INS. CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$535K71.0%
Health$120K15.9%
Life$50K6.6%
Other$50K6.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY
EIN 630202590
SL
$535K76.0%11282
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 940734860
H
$120K17.0%1183
5 STAR LIFE INSURANCE COMPANY
EIN 541829709
LOth
$50K7.0%11321

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STEALTH PARTNER GROUP LLCSCOTTSDALE, AZBERKSHIRE HATHAWAY SPECIALTY INS. CO.$54K$0$54K87.8%1
LASSISTER WARE, INCPARKLAND, FL5 STAR LIFE INSURANCE COMPANY$7K$0$7K12.2%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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