Form 5500 · Employee benefit plan · COLLINSVILLE, IL
TRUSTEES OF LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND
The filing calls this plan LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND.
Public Form 5500 records show how TRUSTEES OF LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND of COLLINSVILLE, IL, a construction employer, structures its employee benefits. Its broker of record is DEWITT INSURANCE AGENCY INC. Coverage is written through DELTA DENTAL OF ILLINOIS and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 37-6039515 · plan 501 · plan year 2024, filed Oct 14, 2025
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2,668 other employer plans in Illinois have policy years ending in December. 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
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: 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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 7 insured contracts covering health, dental, vision and life; the largest, with DELTA DENTAL OF ILLINOIS, covers 807 people.
The filing declares health, dental, vision, life and disability. Disability appears 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 the contract here that does not say what it covers.
Reported premium across the insured contracts is $1,569,602, with $59,221 in disclosed broker commissions — about 3.8% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in February. The plan is on a split renewal cycle.
DEWITT INSURANCE AGENCY INC is the broker of record on 2 of the 7 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| DELTA DENTAL OF ILLINOIS | Dental | 807 | Jan 1, 2025 | $569,587 | $28,440 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Life | 859 | Jan 1, 2025 | $213,537 | $23,996 |
| PROTEC INSURANCE COMPANY | Vision | 779 | Jan 1, 2025 | $55,266 | $6,133 |
| EYEMED VISION CARE | Vision | 2,174 | Mar 1, 2024 | $12,431 | $622 |
| EYEMED VISION CARE | Vision | 7 | Mar 1, 2024 | $6,185 | $30 |
| SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | Health | 336 | Jan 1, 2025 | $556,643 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 1,923 | Jan 1, 2025 | $155,953 | $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.
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