Arthrex, Inc.

Naples, FL ManufacturingNAICS 339110

Self-funded health planPlan year 2025Renews January
7,280Participants+7% vs. prior year
$17.3MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#2 of 48Manufacturing in FLBy participants

Overview

Arthrex, Inc. sponsors a self-funded health plan that covered 7,280 participants in plan year 2025, up 7% 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
7,280 · prior year 6,795
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Arthrex Inc. Health Plan, plan 501 (7,280 participants)
Stop-loss carrier
Sun Life Assurance Company of Canada
Broker compensation
$695K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityOther welfare benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Florida Blue Cross Blue ShieldMedical, Prescription drug7,228$98.5M—
Unum Life Insurance Company of AmericaLifestyle Life, Life, Long-term disability7,194$2.8M$289K
Sun Life Assurance Company of CanadaStop-loss7,089$1.2M$112K
GuardianDental, Vision7,280$1.2M$147K
Unum Insurance CompanyAttained Age Critical Illness, GRP Accident, Hospital EE Paid851$651K$139K

Pharmacy benefit estimate

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

$17.3M/ year

Estimated prescription spend: 7,280 participants × $2,371 national average per member. Usually higher once dependents are counted.

$449K–$1.1M/ year

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

Brands with a generic available$131K–$328K
Lower-cost therapeutic alternatives$192K–$400K
Generic pricing vs. actual cost$83K–$249K
PBM contract terms$43K–$129K
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
Arthrex, Inc.
Sponsor EIN
06-1121728
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 06-1121728 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Arthrex 401(k) Retirement Savings Plan
Type
401(k) plan
Participants
7,316

About this data

Source: Arthrex, 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 Arthrex, Inc..

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