Alphatec Spine, Inc.

Carlsbad, CA ManufacturingNAICS 339110

Self-funded health planPlan year 2025Renews January
698Participants+3% vs. prior year
$1.7MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#46 of 61Manufacturing in CABy participants

Overview

Alphatec Spine, Inc. sponsors a self-funded health plan that covered 698 participants in plan year 2025, up 3% 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
698 · prior year 677
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Alphatec Spine, Inc. Welfare Benefits Plan, plan 501 (698 participants)
Broker compensation
$207K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityPrepaid legalLong-term disabilityDeath benefitsOther welfare benefits

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Metropolitan Life Insurance CompanyDental, Vision, Life, Short-term disability, Long-term disability, Accident and Hospital Indemnity, Critical Illness1,272$1.4M$181K
Modern HealthEmployee Assistance Program935$138K—
Unum Life Insurance Company of AmericaGroup Long Term Care692$107K$20K
Safeguard Health Plans, Inc.Dental216$37K$2K
Metropolitan General Insurance CompanyLegal85$28K$3K
Federal Insurance CompanyBusiness Travel Accident698$4K$577

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$1.7M/ year

Estimated prescription spend: 698 participants × $2,371 national average per member. Usually higher once dependents are counted.

$43K–$106K/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$13K–$31K
Lower-cost therapeutic alternatives$18K–$38K
Generic pricing vs. actual cost$8K–$24K
PBM contract terms$4K–$12K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
Alphatec Spine, Inc.
Sponsor EIN
33-0412288
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 33-0412288 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Alphatec Spine, Inc. 401(k) Plan
Type
401(k) plan
Participants
1,006

About this data

Source: Alphatec Spine, 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 Alphatec Spine, Inc..

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