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Form 5500 · Employee benefit plan · CLARK, NJ

TRUSTEES OF TEAMSTERS LOCAL 97 BENEFITS FUND

Public Form 5500 records show how TRUSTEES OF TEAMSTERS LOCAL 97 BENEFITS FUND (CLARK, NJ) structures its employee benefits. Its broker of record is ACRISURE NJ PARTNERS INS SVCS LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in July.

Benefits broker of record
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-2004832 · plan 501 · as of Jul 2026

Participants
1,507
Carriers on file
3
Disclosed commissions
$9,099
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife1,195July$6,248
UNUM LIFE INSURANCE COMPANY OF AMERICALife1,229October$2,851
HORIZON HEALTHCARE SERVICES, INC1,186April$0

Questions

Who is TRUSTEES OF TEAMSTERS LOCAL 97 BENEFITS FUND's benefits broker?

Per its most recent Form 5500 Schedule A, TRUSTEES OF TEAMSTERS LOCAL 97 BENEFITS FUND's broker of record is ACRISURE NJ PARTNERS INS SVCS LLC.

What insurance carrier does TRUSTEES OF TEAMSTERS LOCAL 97 BENEFITS FUND use?

TRUSTEES OF TEAMSTERS LOCAL 97 BENEFITS FUND's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does TRUSTEES OF TEAMSTERS LOCAL 97 BENEFITS FUND's group plan renew?

The most recent Schedule A policy period for TRUSTEES OF TEAMSTERS LOCAL 97 BENEFITS FUND ended in July. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TRUSTEES OF TEAMSTERS LOCAL 97 BENEFITS FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.