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Sponsor portfolioWelfare / HealthEIN 73-6094616

SHEET METAL WORKERS FUND BOARD OF TRUSTEES

3717 NW 63RD ST STE 100 · OKLAHOMA CITY, OK 73116
4058484848
Plans filed
1
Years active
2016–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
1,330
No prior year
Total participants
382
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.8M
LYLE HUGHART WELFARE FUND
Mixed1,330 covered·5 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.3M65.6%
Dental$245K12.1%
Life$132K6.5%
Short-term disability$132K6.5%
Other$132K6.5%
Vision$57K2.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
SL
$1.3M75.4%11310
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$245K13.9%111,330
UNION SECURITY INSURANCE COMPANY
EIN 131423090
LSTDOth
$132K7.5%11315
VISION SERVICE PLAN
EIN 061227840
V
$57K3.2%11309
RXBENEFITS, INC.
EIN 631157085
$00.0%11304

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.WICHITA, KSMETROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN, SYMETRA LIFE INSURANCE COMPANY$8K$54K$62K100.0%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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