Allied Benefit Systems
Overview
Allied Benefit Systems sponsors a self-funded health plan that covered 927 participants in plan year 2025, up 15% 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
- 927 · prior year 807
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Allied Benefit Systems Employee Welfare Plan, plan 501 (927 participants)
- Stop-loss carrier
- Aetna Life Insurance Company
- Broker compensation
- $4K 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 |
|---|---|---|---|---|
| Aetna Life Insurance Company | Stop-loss | 644 | $2.0M | — |
| Unum Life Insurance Company of America | Life, Short-term disability, Long-term disability | 903 | $570K | — |
| Starmount Life Insurance Company | Dental, Vision | 726 | $529K | — |
| Unum Insurance Company | Group Accident, Critical Illness, Hospital Indemnity | 147 | $90K | $4K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 927 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
- Allied Benefit Systems
- Sponsor EIN
- 36-3086057
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 36-3086057 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Allied Benefit Systems, LLC Retirement Savings Plan
- Type
- 401(k) plan
- Participants
- 1,071
About this data
Source: Allied Benefit Systems'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 Allied Benefit Systems.