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Form 5500 · Employee benefit plan · NEW ROCHELLE, NY

BOARD OF TRUSTEES OF THE UNITED WELFARE FUND

Public Form 5500 records show how BOARD OF TRUSTEES OF THE UNITED WELFARE FUND (NEW ROCHELLE, NY) structures its employee benefits. Its broker of record is ACRISURE LLC DBA KRITZER CONSULTING. Coverage is written through HEALTHPLEX INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in October.

Benefits broker of record
Plan renews
October

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-1823976 · plan 502 · as of Jul 2026

Participants
82,662
Carriers on file
8
Disclosed commissions
$331,211
Renewal month
October

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HEALTHPLEX INSURANCE COMPANYDental12,196October$277,671
FIRST RELIANCE STANDARD LIFE INSURANCE CO.Life14,092May$29,194
FIRST RELIANCE STANDARD LIFE INSURANCE CO.70,776May$15,039
FIRST RELIANCE STANDARD LIFE INSURANCE CO.2,376May$9,307
GENERAL VISION SERVICESVision8,981April$0
SUPREME BENEFITSApril$0
DENTCARE DELIVERY SYSTEMSDental416October$0
CIGNA HEALTH AND LIFE INSURANCE CO AND AFFILIATESDental1,361December$0

Questions

Who is BOARD OF TRUSTEES OF THE UNITED WELFARE FUND's benefits broker?

Per its most recent Form 5500 Schedule A, BOARD OF TRUSTEES OF THE UNITED WELFARE FUND's broker of record is ACRISURE LLC DBA KRITZER CONSULTING.

What insurance carrier does BOARD OF TRUSTEES OF THE UNITED WELFARE FUND use?

BOARD OF TRUSTEES OF THE UNITED WELFARE FUND's benefit plan is written through HEALTHPLEX INSURANCE COMPANY, among 8 disclosed carriers.

When does BOARD OF TRUSTEES OF THE UNITED WELFARE FUND's group plan renew?

The most recent Schedule A policy period for BOARD OF TRUSTEES OF THE UNITED WELFARE FUND ended in October. 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 UNITED WELFARE FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.