Executive Risk Protection

Fiduciary: Labor Management Trusts

Liability insurance for trustees of various employee benefit plans.

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Insurance Type
Admitted & Non-admitted
Distribution
Retail & Wholesale
Availability
Available in 50 U.S. states.
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Not an agent or broker? 

If you are a labor management trust fiduciary interested in liability insurance, ask your insurance agent or broker for a quote from RLI.

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Executive Risk Protection
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Labor Management Trusts Fiduciary

Coverage features

Some of your labor management trust clients are trustees for various employee benefit plans. You’ve made sure they have fiduciary liability coverage to protect their personal assets. Now ask yourself if their current fiduciary liability policy has the following features:

  • Full severability
  • Coverage for compliance fees, including VCR compliance fees, IRS audit CAP, walk-in closing agreement program, administrative policy regarding self-correction and tax sheltered annuity voluntary correction program fees
  • No prior acts exclusion
  • Coverage for 502(i), (l), and (c) fines
  • Coverage for COBRA and HIPAA violations
  • Marital estate coverage
  • Elimination of recourse
  • Bi-lateral discovery, including 30 days after policy termination, in which to elect the discovery period
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RLI's executives products feature

  • Also available in an excess fashion
  • Automatic merger and acquisition and automatic run-off coverages
  • Broad punitive damage and spousal liability coverages
  • A three-year discovery quote guaranteed
  • Investigations are included in the definition of claim
  • "Pay on behalf of” language
  • Claim notice “as soon as practicable”
  • Non-cancellability (except for non-payment of premium)
  • Worldwide coverage
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RESOURCES

Policy forms look up & loss runs

Our online system provides Executive Liability policy forms and applications.

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Our nationwide team of underwriters utilize their expertise and innovative approached to underwrite risks specific to their regions and market segments.

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General Liability

Christine Allen
Christine Allen
Technical Underwriting Manager
|
212-812-9715
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Christine Callas
Christine Callas
Vice President, Wholesale Division Product Leader
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213-787-2018
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Justin Evans
Justin Evans
Director, Wholesale Underwriting
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770-754-0100
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James Huber
James Huber
Underwriter I
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212-461-4066
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Kevin Kelly
Kevin Kelly
Underwriter II
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321-361-5039
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Alvin Kim
Alvin Kim
Director, Underwriting
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213-787-2036
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Gina Letizia
Gina Letizia
Vice President, Underwriting
|
312-360-1566 ext. 1233
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Daniel Liedke
Daniel Liedke
Manager, Underwriting
|
972-677-2132
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Kerrick Porter
Kerrick Porter
President, RLI Executive Products Groups
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972-677-2139
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Shannon Reeves
Shannon Reeves
Vice President, Western Zone
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213-787-2038
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Bobby Sacchi
Bobby Sacchi
Sr. Underwriter
|
212-626-7300 ext. 1718
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David Shanosky
David Shanosky
Vice President, Eastern Zone
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212-626-7300 ext. 1732
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Jesse Singh
Jesse Singh
Senior Underwriter
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213-787-2042
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Ryan Spence
Ryan Spence
Underwriter, Wholesale
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972-481-1034
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Brian Wiltin
Brian Wiltin
Director, Underwriting
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972-677-2164
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Stefanie Winker
Stefanie Winker
Director, Underwriting
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213-787-2024
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Jennifer Zeszutko
Jennifer Zeszutko
Senior Underwriter
|
312-360-1566 ext. 1217
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Choose a region to see contacts for this product

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Western
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Wholesale
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