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Sponsor portfolioWelfare / HealthEIN 93-6022485

BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND

P.O. BOX 34203 · SEATTLE, WA 98124
2064417574
Plans filed
1
Years active
2015–2024
Industry
NAICS 23
Latest filing
2024
Total premiums (latest)
$6.4M
No prior year
Persons covered
2,252
No prior year
Total participants
2,217
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.4M
AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND
Mixed2,252 covered·4 carriers
Primary: KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.6M70.0%
Stop-loss$1.5M22.3%
Dental$288K4.4%
Life$107K1.6%
Short-term disability$107K1.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 930798039
H
$4.6M71.2%11703
UNION SECURITY INSURANCE COMPANY
EIN 131423090
SL
$1.5M22.7%111,998
WILLAMETTE DENTAL INSURANCE, INC.
EIN 931171647
D
$288K4.5%11748
LIFEMAP ASSURANCE COMPANY
EIN 936030398
LSTD
$107K1.7%112,252

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DOUGLAS A WOHLMAN INC.EDMONDS, WATHE UNION LABOR LIFE INSURANCE COMPANY$41K$0$41K56.0%1
BROWN & BROWN INSURANCE SERVICESTACOMA, WAKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, THE UNION LABOR LIFE INSURANCE COMPANY$29K$3K$32K44.0%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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