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Form 5500 · Employee benefit plan · OAK BROOK, IL

BOARD OF TRUSTEES SHOPMENS LOCAL 527 BENEFIT FUND

BOARD OF TRUSTEES SHOPMENS LOCAL 527 BENEFIT FUND's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ALERA GROUP, INC. Coverage is written through NEW YORK LIFE and 3 other carriers. The plan's most recent policy period ended in July.

Benefits broker of record
Insurance carrier
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-7311912 · plan 501 · as of Jul 2026

Participants
129
Carriers on file
4
Disclosed commissions
$1,716
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
NEW YORK LIFELife0July$1,716
HIGHMARK BLUE CROSS BLUE SHIELDVision0July$0
HM LIFE INSURANCE COMPANYStop-loss0July$0
DELTA DENTAL OF PENNSYLVANIADental0July$0

Questions

Who is BOARD OF TRUSTEES SHOPMENS LOCAL 527 BENEFIT FUND's benefits broker?

Per its most recent Form 5500 Schedule A, BOARD OF TRUSTEES SHOPMENS LOCAL 527 BENEFIT FUND's broker of record is ALERA GROUP, INC.

What insurance carrier does BOARD OF TRUSTEES SHOPMENS LOCAL 527 BENEFIT FUND use?

BOARD OF TRUSTEES SHOPMENS LOCAL 527 BENEFIT FUND's benefit plan is written through NEW YORK LIFE, among 4 disclosed carriers.

When does BOARD OF TRUSTEES SHOPMENS LOCAL 527 BENEFIT FUND's group plan renew?

The most recent Schedule A policy period for BOARD OF TRUSTEES SHOPMENS LOCAL 527 BENEFIT FUND ended in July. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BOARD OF TRUSTEES SHOPMENS LOCAL 527 BENEFIT FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.