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Form 5500 · Employee benefit plan · BALTIMORE, MD

BD TEES H&W TRUST FD FOR IUOE L 99&99A

BD TEES H&W TRUST FD FOR IUOE L 99&99A's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BOLTON PARTNERS, INC. Coverage is written through SYMETRA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-6072849 · plan 501 · as of Jul 2026

Participants
3,130
Carriers on file
3
Disclosed commissions
$489,901
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SYMETRA LIFE INSURANCE COMPANYLife, Disability3,256March$249,160
UNION LABOR LIFE INSURANCE COMPANYStop-loss2,845January$225,075
HUMANA342December$15,666

Questions

Who is BD TEES H&W TRUST FD FOR IUOE L 99&99A's benefits broker?

Per its most recent Form 5500 Schedule A, BD TEES H&W TRUST FD FOR IUOE L 99&99A's broker of record is BOLTON PARTNERS, INC.

What insurance carrier does BD TEES H&W TRUST FD FOR IUOE L 99&99A use?

BD TEES H&W TRUST FD FOR IUOE L 99&99A's benefit plan is written through SYMETRA LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does BD TEES H&W TRUST FD FOR IUOE L 99&99A's group plan renew?

The most recent Schedule A policy period for BD TEES H&W TRUST FD FOR IUOE L 99&99A ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BD TEES H&W TRUST FD FOR IUOE L 99&99A's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.