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Form 5500 · Employee benefit plan · FARMINGDALE, NY

BOARD OF TRUSTEES IUOE LOCAL 138 WELFARE FUND

BOARD OF TRUSTEES IUOE LOCAL 138 WELFARE FUND of FARMINGDALE, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is KEEFE CONSULTING CORP. Coverage is written through THE UNION LABOR LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-1628170 · plan 501 · as of Jul 2026

Participants
1,773
Carriers on file
3
Disclosed commissions
$119,541
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE UNION LABOR LIFE INSURANCE COMPANYStop-loss1,103December$98,054
EQUITABLE FINANCIAL LIFE INSURANCE COMPANYLife1,112December$21,487
AETNA LIFE INSURANCE CO.516December$0

Questions

Who is BOARD OF TRUSTEES IUOE LOCAL 138 WELFARE FUND's benefits broker?

Per its most recent Form 5500 Schedule A, BOARD OF TRUSTEES IUOE LOCAL 138 WELFARE FUND's broker of record is KEEFE CONSULTING CORP.

What insurance carrier does BOARD OF TRUSTEES IUOE LOCAL 138 WELFARE FUND use?

BOARD OF TRUSTEES IUOE LOCAL 138 WELFARE FUND's benefit plan is written through THE UNION LABOR LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does BOARD OF TRUSTEES IUOE LOCAL 138 WELFARE FUND's group plan renew?

The most recent Schedule A policy period for BOARD OF TRUSTEES IUOE LOCAL 138 WELFARE FUND ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BOARD OF TRUSTEES IUOE LOCAL 138 WELFARE FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.