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Form 5500 · Employee benefit plan · DORCHESTER, MA

SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUND

SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUND of DORCHESTER, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ULLICO INVESTMENT COMPANY. Coverage is written through ULLICO and 2 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Insurance carrier
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-6394579 · plan 003 · as of Jul 2026

Participants
3,684
Carriers on file
3
Disclosed commissions
$0
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ULLICO3,848March$0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY3,848March$0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY3,848March$0

Questions

Who is SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUND's benefits broker?

Per its most recent Form 5500 Schedule A, SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUND's broker of record is ULLICO INVESTMENT COMPANY.

What insurance carrier does SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUND use?

SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUND's benefit plan is written through ULLICO, among 3 disclosed carriers.

When does SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUND's group plan renew?

The most recent Schedule A policy period for SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUND ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.