Form 5500 · Employee benefit plan · BLOOMFIELD, CT

BRD OF TRUSTEES-TEAMSTERS LOCAL 671 HEALTH SERVICES

The filing calls this plan TEAMSTERS LOCAL UNION NO. 671 HEALTH SERVICES AND INSURANCE PLAN.

BRD OF TRUSTEES-TEAMSTERS LOCAL 671 HEALTH SERVICES of BLOOMFIELD, CT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through MEDCO CONTAINMENT LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.

Benefits broker of record

Not disclosed

Insurance carrier

MEDCO CONTAINMENT LIFE INSURANCE COMPANY

Policy year ends

Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-0691728 · plan 501 · plan year 2025, filed Feb 24, 2026

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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.

All participants at the start of the year

2,008

Active at start of year

1,320

Active at end of year

1,433

Disclosed commissions

Typical renewal

July 1

Benefits declared on this filing

Healthdeclared, no contract here says it covers this

Dentaldeclared, no contract here says it covers this

Visiondeclared, no contract here says it covers this

Lifeinsured — THE UNION LABOR LIFE INSURANCE COMPANY1,933 of 2,008 participants (96%)

Disabilitydeclared, no contract here says it covers this

2 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.

Also declared: death benefits, 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

All 3 insured contracts are life coverage, split across MEDCO CONTAINMENT LIFE INSURANCE COMPANY and THE UNION LABOR LIFE INSURANCE COMPANY.

The filing declares life, health, dental, vision and disability. Health, dental, vision and disability appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 2 contracts here that do not say what they cover.

Reported premium is $2,177,511; the filing discloses no broker commission on these contracts.

The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.

No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.

Schedule A insurance contracts

Carrier	Benefits	Covered	Renews	Premium	Commission
MEDCO CONTAINMENT LIFE INSURANCE COMPANY	—	864	Jul 1, 2025	$1,910,716	$0
THE UNION LABOR LIFE INSURANCE COMPANY	Life	1,933	Jul 1, 2025	$236,087	$0
THE UNION LABOR LIFE INSURANCE COMPANY	—	1,284	Jul 1, 2025	$30,708	$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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing

BRD OF TRUSTEES-TEAMSTERS LOCAL 671 HEALTH SERVICES

EIN 06-0691728

ANTHEM HEALTH

Claims processing · Contract administrator · Recordkeeping and information management · EIN 06-1475928

$521,838

paid directly by the plan

LABOR FIRST LLC

Contract administrator · EIN 06-1750191

$255,437

paid directly by the plan

BRIDGEWAY BENEFIT TECHNOLOGIES

Recordkeeping and information management · EIN 52-1796473

$153,915

paid directly by the plan

MORGAN STANLEY

Custodian · EIN 20-8764829

$67,190

paid directly by the plan

GUARDIAN

Claims processing · Contract administrator · EIN 13-5123390

$66,339

paid directly by the plan

O'SULLIVAN ASSOCIATES INC

Named on Schedule C · EIN 22-1837827

$53,500

paid directly by the plan

MED-CARE MANAGEMENT, INC.

Contract administrator · EIN 88-0429522

$52,423

paid directly by the plan

MASSUCCI & ASSOCIATES LLC

Accounting and audit · EIN 06-1462567

$50,325

paid directly by the plan

COOKE & BIELER, INC.

Named on Schedule C · EIN 23-3082822

$41,649

paid directly by the plan

OPTUM

Claims processing · EIN 33-0441200

$41,299

paid directly by the plan

NOVAK FRANCELLA, LLC

Accounting and audit · EIN 61-1436956

$32,000

paid directly by the plan

ATALANTA SOSNOFF CAPITAL, LLC

Named on Schedule C · EIN 20-0461050

$17,780

paid directly by the plan

VISION SERVICE PLAN

Claims processing · Contract administrator · EIN 06-1227840

$17,155

paid directly by the plan

WEBSTER BANK, N.A.

Named on Schedule C · EIN 06-0273620

$12,825

paid directly by the plan

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

Plan assets at year end

$84,481,169

Paid out in benefits

$37,308,925

Paid to insurance carriersSchedule H, line 2e(2)

$2,528,182

Independent accountantEIN 61-1436956

NOVAK FRANCELLA, LLC

Accountant's opinion (Schedule H, line 3a)

Unmodified

Audit fee

$30,000

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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