Anaplan, Inc.

Miami, FL Professional servicesNAICS 541511

Self-funded health planPlan year 2025Renews January
923Participants-20% vs. prior year
$2.2MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#28 of 53Professional services in FLBy participants

Overview

Anaplan, Inc. sponsors a self-funded health plan that covered 923 participants in plan year 2025, down 20% 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
923 · prior year 1,159
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Anaplan, Inc. Health and Welfare Plan, plan 501 (923 participants)
Broker compensation
$13K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityDeath benefitsOther welfare benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Delta Dental Insurance CompanyDental1,992$900K—
Unum Life Insurance Company of AmericaLife, Long-term disability940$664K$13K

Pharmacy benefit estimate

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

$2.2M/ year

Estimated prescription spend: 923 participants × $2,371 national average per member. Usually higher once dependents are counted.

$57K–$140K/ year

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

Brands with a generic available$17K–$42K
Lower-cost therapeutic alternatives$24K–$51K
Generic pricing vs. actual cost$11K–$32K
PBM contract terms$5K–$16K
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
Anaplan, Inc.
Sponsor EIN
27-0897861
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 27-0897861 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Anaplan, Inc. 401k Plan
Type
401(k) plan
Participants
1,556

About this data

Source: Anaplan, 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 Anaplan, Inc..

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