Form 5500 · Employee benefit plan · LATHAM, NY
PLUMBERS AND STEAMFITTERS LOCAL NO. 7 WELFARE FUND
The filing calls this plan UNITED ASSOCIATION LOCAL NO. 7 WELFARE FUND.
Public Form 5500 records show how PLUMBERS AND STEAMFITTERS LOCAL NO. 7 WELFARE FUND of LATHAM, NY, a construction employer, structures its employee benefits. Its broker of record is BOLTON PARTNERS. Coverage is written through UNITED LABOR LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 14-6029930 · plan 501 · plan year 2025, filed Mar 16, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
156 other employer plans in New York have policy years ending in May. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
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.
Benefits declared on this filing
Also declared: supplemental unemployment, death benefits.
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
Schedule A lists 3 insured contracts covering health, dental and stop-loss; the largest, with UNITED LABOR LIFE INSURANCE COMPANY, covers 832 people.
The filing declares health, dental, vision, life and disability. Vision, life and disability appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
The medical plan carries stop-loss coverage: the filing reports the plan paying its own health claims, with insured protection against large ones.
Reported premium across the insured contracts is $136,741, with $9,165 in disclosed broker commissions — about 6.7% of premium.
The health contract's policy period ended in May, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED LABOR LIFE INSURANCE COMPANY | Stop-loss | 832 | Jan 1, 2025 | $136,741 | $4,786 |
| DELTA DENTAL OF NEW YORK | Dental | 1,089 | Jan 1, 2026 | — | $4,379 |
| AETNA LIFE INSURANCE COMPANY | Health | — | Jun 1, 2025 | — | $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.
Administrator and service providers
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
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.
How this plan compares
Subscribers see how this compares with similar plans in New York. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
156 other employer plans in New York are June 1 renewals (policy year ends May).
Their policy years end in May, like this plan’s, so most renew June 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in New York — largest plans, brokers, carriers and renewal months.