Form 5500 · Employee benefit plan · GREAT NECK, NY
BOARD OF TRUSTEES LOCAL 812 HEALTH FUND
The filing calls this plan LOCAL 812 HEALTH FUND.
BOARD OF TRUSTEES LOCAL 812 HEALTH FUND of GREAT NECK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ACRISURE INSURANCE PARTNERS. Coverage is written through SUN LIFE AND HEALTH INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-6162404 · plan 502 · plan year 2024, filed Oct 15, 2025
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3,536 other employer plans in New York have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering life, disability and stop-loss; the largest, with SUN LIFE AND HEALTH INSURANCE COMPANY, covers 2,688 people.
The filing declares life, disability, health, dental and vision. Health, dental and vision appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
The only insured piece of the health benefit is stop-loss coverage, and the filing reports the plan paying its own claims. The stop-loss contract reports $3,114,555 in premium and $0 in commission. The rest of the premium and commission above is on the plan's other insured lines, and none of it is medical premium.
Reported premium across the insured contracts is $3,872,399, with $7,896 in disclosed broker commissions — about 0.2% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| FIRST UNUM LIFE INSURANCE COMPANY | Disability | 743 | Jan 1, 2025 | $92,251 | $7,896 |
| SUN LIFE AND HEALTH INSURANCE COMPANY | Stop-loss | 2,688 | Jan 1, 2025 | $3,114,555 | $0 |
| SUN LIFE AND HEALTH INSURANCE COMPANY | Life | 3,101 | Jan 1, 2025 | $665,593 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
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Renewal calendar
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