Form 5500 · Employee benefit plan · QUINCY, MA
BD OF TRUSTEES I.U.O.E. LOCAL 877 ANNUITY FUND
BD OF TRUSTEES I.U.O.E. LOCAL 877 ANNUITY FUND's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WELLS FARGO ADVISORS INS AGENCY LLC. Coverage is written through PPRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3228497 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PPRINCIPAL LIFE INSURANCE COMPANY | — | 507 | December | $21,219 |
Questions
Who is BD OF TRUSTEES I.U.O.E. LOCAL 877 ANNUITY FUND's benefits broker?
Per its most recent Form 5500 Schedule A, BD OF TRUSTEES I.U.O.E. LOCAL 877 ANNUITY FUND's broker of record is WELLS FARGO ADVISORS INS AGENCY LLC.
What insurance carrier does BD OF TRUSTEES I.U.O.E. LOCAL 877 ANNUITY FUND use?
BD OF TRUSTEES I.U.O.E. LOCAL 877 ANNUITY FUND's benefit plan is written through PPRINCIPAL LIFE INSURANCE COMPANY.
When does BD OF TRUSTEES I.U.O.E. LOCAL 877 ANNUITY FUND's group plan renew?
The most recent Schedule A policy period for BD OF TRUSTEES I.U.O.E. LOCAL 877 ANNUITY FUND ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BD OF TRUSTEES I.U.O.E. LOCAL 877 ANNUITY FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.