Form 5500 · Employee benefit plan · SPRINGFIELD, NJ
OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND
OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND of SPRINGFIELD, NJ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-6033381 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 95 | May | $8,162 |
| FIDELIO INSURANCE COMPANY | Dental | 7,493 | June | $0 |
| AETNA LIFE INSURANCE CO. | — | 2,343 | December | $0 |
| AMALGAMATED LIFE | Life | 7,243 | June | $0 |
Questions
Who is OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND's benefits broker?
Per its most recent Form 5500 Schedule A, OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND use?
OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND's group plan renew?
The most recent Schedule A policy period for OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.