Ameritas Holding Company
Overview
Ameritas Holding Company sponsors a self-funded health plan that covered 2,476 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
- 2,476 · prior year 2,476
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Ameritas Home Office Wrap Plan, plan 517 (2,476 participants); Ameritas Agents Wrap Plan, plan 520 (470 participants); Ameritas Holding Company Retiree Medical Voluntary Employee Beneficiary Association, plan 522 (307 participants)
- Broker compensation
- $197K 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 |
|---|---|---|---|---|
| Standard Insurance Company | Life | 2,436 | $1.1M | $80K |
| Sun Life Assurance Company of Canada | Long-term disability | 2,429 | $811K | $103K |
| Ameritas Life Insurance Corporation | Vision | 4,034 | $491K | — |
| Unum Life Insurance Company of America | Long Term Care | 273 | $399K | — |
| Zurich American Insurance Company | Accidental Death and Dismemberment | 1,043 | $204K | $6K |
| Ameritas Life Insurance Corp. | Vision | 451 | $64K | — |
| The Lincoln National Life Insurance Company | Long-term disability | 83 | $58K | $8K |
| Hartford Fire Insurance Company | Business Travel Accident | 2,775 | $23K | $678 |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,476 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
- Ameritas Holding Company
- Sponsor EIN
- 47-0806844
- Plan numbers
- 517, 520, 522
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 47-0806844 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Ameritas 401(k) Retirement Plan
- Type
- 401(k) plan
- Participants
- 3,648
About this data
Source: Ameritas Holding Company'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 Ameritas Holding Company.