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Sponsor portfolioWelfare / HealthEIN 94-6096327
BOARD OF TRUSTEES, PENSIONED OPERATING ENGINEERS
d/b/a HEALTH AND WELFARE TRUST FUND
1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA 94502
5106718800
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 23
- Latest filing
- 2024
Total premiums (latest)
$25.3M
No prior year
Persons covered
9,921
No prior year
Total participants
9,107
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $15.3M | 60.4% | |
| Dental | $7.2M | 28.5% | |
| Stop-loss | $1.8M | 6.9% | |
| Vision | $1.1M | 4.2% |
Carrier overview
8 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | H | $13.7M | 54.2% | 1 | 2 | 1,574 |
EIN 941461312 | D | $6.6M | 26.3% | 1 | 1 | 9,921 |
EIN 990040115 | HD | $2.0M | 8.1% | 1 | 2 | 1,449 |
EIN 131423090 | SL | $1.8M | 7.0% | 1 | 1 | 817 |
EIN 941632821 | V | $1.0M | 4.0% | 1 | 1 | 8,813 |
EIN 954402957 | HV | $57K | 0.2% | 1 | 1 | 7 |
EIN 952931460 | H | $22K | 0.1% | 1 | 1 | 817 |
EIN 952879515 | D | $17K | 0.1% | 1 | 1 | 131 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DOUGLAS A WOHLMAN INC. | EDMONDS, WA | THE UNION LABOR LIFE INSURANCE COMPANY | $12K | $0 | $12K | 55.2% | 1 |
| THE SEGAL COMPANY | NEW YORK, NY | THE UNION LABOR LIFE INSURANCE COMPANY | $10K | $0 | $10K | 44.8% | 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