Form 5500 · Employee benefit plan · SYRACUSE, NY
UPSTATE UNION HEALTH AND WELFARE FUND
UPSTATE UNION HEALTH AND WELFARE FUND of SYRACUSE, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is AP BENEFIT ADVISORS, LLC. Coverage is written through EXCELLUS BLUECROSS BLUESHIELD PLAN and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-6072836 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EXCELLUS BLUECROSS BLUESHIELD PLAN | Health | 8 | December | $4,555 |
| AMERITAS LIFE INSURANCE CORP OF NY | Dental, Vision | 110 | December | $2,068 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 142 | December | $1,391 |
| EXCELLUS BLUECROSS BLUESHIELD PLAN | Health | 7 | December | $949 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dental | 6 | September | $439 |
| GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision | 17 | December | $397 |
| EXCELLUS BLUECROSS BLUESHIELD PLAN | — | 6 | December | $360 |
| AETNA LIFE INSURANCE COMPANY | — | 6 | December | $0 |
Questions
Who is UPSTATE UNION HEALTH AND WELFARE FUND's benefits broker?
Per its most recent Form 5500 Schedule A, UPSTATE UNION HEALTH AND WELFARE FUND's broker of record is AP BENEFIT ADVISORS, LLC.
What insurance carrier does UPSTATE UNION HEALTH AND WELFARE FUND use?
UPSTATE UNION HEALTH AND WELFARE FUND's benefit plan is written through EXCELLUS BLUECROSS BLUESHIELD PLAN, among 8 disclosed carriers.
When does UPSTATE UNION HEALTH AND WELFARE FUND's group plan renew?
The most recent Schedule A policy period for UPSTATE UNION HEALTH AND WELFARE FUND ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UPSTATE UNION HEALTH AND WELFARE FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.