Batteries Plus LLC

Hartland, WI RetailNAICS 453990

Self-funded health planPlan year 2025Renews January
1,007Participants+0% vs. prior year
$2.4MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#14 of 23Retail in WIBy participants

Overview

Batteries Plus LLC sponsors a self-funded health plan that covered 1,007 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
1,007 · prior year 1,003
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Batteries Plus - Medical - Life - STD, plan 501 (1,007 participants)
Broker compensation
$66K 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
Hartford Life and AccidentLife1,003$133K$28K
Life Insurance Company of North AmericaShort-term disability, Long-term disability1,003$100K$18K
Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co.Vision831$81K$9K
UnitedHealthcare Insurance CompanyAccident, Critical Illness, Hospital146$41K$10K
Pre-Paid Legal Services Inc. DBA LegalshieldLegal61$14K$2K
Curalinc LLCEmployee Assistance Program1,000$5K—
Zurich American Insurance CompanyBusiness Travel Accident47——

Pharmacy benefit estimate

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

$2.4M/ year

Estimated prescription spend: 1,007 participants × $2,371 national average per member. Usually higher once dependents are counted.

$62K–$153K/ year

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

Brands with a generic available$18K–$45K
Lower-cost therapeutic alternatives$27K–$55K
Generic pricing vs. actual cost$11K–$34K
PBM contract terms$6K–$18K
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
Batteries Plus LLC
Sponsor EIN
39-1703248
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 39-1703248 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Batteries Plus, LLC 401(k) Plan
Type
401(k) plan
Participants
1,334

About this data

Source: Batteries Plus LLC'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 Batteries Plus LLC.

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