Adolfson and Peterson, Inc.
Overview
Adolfson and Peterson, Inc. sponsors a self-funded health plan that covered 594 participants in plan year 2025, down 17% from 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
- 594 · prior year 711
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Health and Welfare Benefit Plan of Adolfson and Peterson, Inc., plan 501 (594 participants)
- Broker compensation
- $59K 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 |
|---|---|---|---|---|
| The Lincoln National Life Insurance Company | Life, Short-term disability, Long-term disability | 594 | $395K | $48K |
| UnitedHealthcare Insurance Company | Vision, Accident, Critical Illness, Hospital | 1,141 | $268K | $11K |
| Nivati | Employee Assistance Program | 680 | $32K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 594 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
- Adolfson and Peterson, Inc.
- Sponsor EIN
- 41-0731300
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 41-0731300 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Adolfson & Peterson, Inc. Salary Savings Plan
- Type
- 401(k) plan
- Participants
- 856
About this data
Source: Adolfson and Peterson, 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 Adolfson and Peterson, Inc..