Form 5500 · Employee benefit plan · FARMINGDALE, NJ
SMART LOCAL 27 HEALTH AND WELFARE FUND TRUSTEES
SMART LOCAL 27 HEALTH AND WELFARE FUND TRUSTEES's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CAPITAL PEAK LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-1538529 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 449 | December | $236,430 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Life | 1,106 | December | $17,225 |
Questions
Who is SMART LOCAL 27 HEALTH AND WELFARE FUND TRUSTEES's benefits broker?
Per its most recent Form 5500 Schedule A, SMART LOCAL 27 HEALTH AND WELFARE FUND TRUSTEES's broker of record is CAPITAL PEAK LLC.
What insurance carrier does SMART LOCAL 27 HEALTH AND WELFARE FUND TRUSTEES use?
SMART LOCAL 27 HEALTH AND WELFARE FUND TRUSTEES's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.
When does SMART LOCAL 27 HEALTH AND WELFARE FUND TRUSTEES's group plan renew?
The most recent Schedule A policy period for SMART LOCAL 27 HEALTH AND WELFARE FUND TRUSTEES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SMART LOCAL 27 HEALTH AND WELFARE FUND TRUSTEES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.