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Form 5500 · Employee benefit plan · ORCHARD PARK, NY

TRUSTEES OF LOCAL NO 41 IBEW HEALTH FUND

TRUSTEES OF LOCAL NO 41 IBEW HEALTH FUND's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ROBERT A BERGMAN. Coverage is written through FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in April.

Benefits broker of record
Plan renews
April

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-0841426 · plan 501 · as of Jul 2026

Participants
1,027
Carriers on file
3
Disclosed commissions
$14,476
Renewal month
April

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANYLife835April$14,476
HIGHMARK WESTERN & NORTHEASTERN NEW YORK INC.1,069April$0
HIGHMARK WESTERN & NORTHEASTERN NEW YORK INC.Dental, Vision31April$0

Questions

Who is TRUSTEES OF LOCAL NO 41 IBEW HEALTH FUND's benefits broker?

Per its most recent Form 5500 Schedule A, TRUSTEES OF LOCAL NO 41 IBEW HEALTH FUND's broker of record is ROBERT A BERGMAN.

What insurance carrier does TRUSTEES OF LOCAL NO 41 IBEW HEALTH FUND use?

TRUSTEES OF LOCAL NO 41 IBEW HEALTH FUND's benefit plan is written through FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does TRUSTEES OF LOCAL NO 41 IBEW HEALTH FUND's group plan renew?

The most recent Schedule A policy period for TRUSTEES OF LOCAL NO 41 IBEW HEALTH FUND ended in April. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TRUSTEES OF LOCAL NO 41 IBEW HEALTH FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.