Form 5500 · Employee benefit plan · WEST DES MOINES, IA
BOARD OF TRUSTEES OF THE COOPERATIVE WELFARE BENEFITS FUND
BOARD OF TRUSTEES OF THE COOPERATIVE WELFARE BENEFITS FUND's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is HOLMES MURPHY & ASSOCIATES, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-1294150 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 4,936 | December | $304,541 |
| STANDARD INSURANCE COMPANY | Life | 4,340 | December | $176,430 |
| STANDARD INSURANCE COMPANY | Disability | 3,980 | December | $56,443 |
| STANDARD INSURANCE COMPANY | Life | 68 | December | $2,284 |
| STANDARD INSURANCE COMPANY | Disability | 68 | December | $824 |
| VISION SERVICE PLAN | Vision | 2,194 | December | $0 |
| ACE AMERICAN INSURANCE COMPANY | — | 571 | May | $0 |
| CONNECTIONS, INC. | — | 3,128 | December | $0 |
| WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | Health | 3,938 | December | $0 |
| DELTA DENTAL OF IOWA | Dental | 4,412 | December | $0 |
Questions
Who is BOARD OF TRUSTEES OF THE COOPERATIVE WELFARE BENEFITS FUND's benefits broker?
Per its most recent Form 5500 Schedule A, BOARD OF TRUSTEES OF THE COOPERATIVE WELFARE BENEFITS FUND's broker of record is HOLMES MURPHY & ASSOCIATES, INC..
What insurance carrier does BOARD OF TRUSTEES OF THE COOPERATIVE WELFARE BENEFITS FUND use?
BOARD OF TRUSTEES OF THE COOPERATIVE WELFARE BENEFITS FUND's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 10 disclosed carriers.
When does BOARD OF TRUSTEES OF THE COOPERATIVE WELFARE BENEFITS FUND's group plan renew?
The most recent Schedule A policy period for BOARD OF TRUSTEES OF THE COOPERATIVE WELFARE BENEFITS 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 OF THE COOPERATIVE WELFARE BENEFITS FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.