Adams and Associates, Inc.
Overview
Adams and Associates, Inc. sponsors a self-funded health plan that covered 1,022 participants in plan year 2025, about the same as the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,022 · prior year 1,022
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Adams and Associates Inc. Health and Welfare Plan, plan 508 (1,022 participants); A&a Employee Benefit Plan, plan 507 (712 participants)
- Stop-loss carrier
- Anthem Life Insurance Company
- Broker compensation
- $30K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Anthem Life Insurance Company | Stop-loss | 749 | $554K | — |
| Standard Insurance Company | Life, Short-term disability, Long-term disability | 879 | $525K | — |
| Reliastar Life Insurance Company | Accident, Critical Illness, Hospital, Accident, Critical Illness, Hospital Ind | 387 | $169K | $30K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,022 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Adams and Associates, Inc.
- Sponsor EIN
- 88-0263693
- Plan numbers
- 508, 507
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 88-0263693 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Adams and Associates, Inc. Employee Stock Ownership Plan
- Type
- Defined contribution plan
- Participants
- 2,404
About this data
Source: Adams and Associates, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Adams and Associates, Inc..