Plan Ledger DOL Form 5500 · updated monthly

Upstate Union Health and Welfare Fundbenefits

Upstate Union Health and Welfare Fund · SYRACUSE, NY · plan year 2024

Broker compensation reported · 2024
$10,215

Upstate Union Health and Welfare Fund's benefits plans covered 142 active participants in 2024, providing health · life · dental · vision. Insurance premiums totaled $3,972. Insurance brokers and agents were paid $10,215 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 257.2% of premiums. That is $72 per covered person, below the median for employer plans that report broker pay. Broker pay rose 7.5% from $9,498 in 2023.

Insurance contracts · 20248
AMERITAS LIFE INSURANCE CORP OF NY · dental visionpremiums n/a · 110 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · dentalpremiums n/a · 6 covered
EXCELLUS BLUECROSS BLUESHIELD PLAN · health drugpremiums n/a · 8 covered
EXCELLUS BLUECROSS BLUESHIELD PLAN · healthpremiums n/a · 7 covered
EXCELLUS BLUECROSS BLUESHIELD PLAN · drugpremiums n/a · 6 covered
AETNA LIFE INSURANCE COMPANY · ppopremiums n/a · 6 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 142 covered
Brokers & agents paid · 20242
AP BENEFIT ADVISORS, LLC$9,776 · incl $56 fees
ENV INSURANCE AGENCY$439
Also brokered by Ap Benefit Advisors, LLC5
Topbuild Corp. FL$1,896,675

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 166072836 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.