Belk Stores Services, LLC
Overview
Belk Stores Services, LLC sponsors a self-funded health plan that covered 15,193 participants in plan year 2025, down 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
- 15,193 · prior year 16,284
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Belk Stores Services, LLC Health & Welfare Plan, plan 522 (15,193 participants)
- Broker compensation
- $768K 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 |
|---|---|---|---|---|
| Delta Dental of North Carolina | Dental | 7,860 | $2.8M | — |
| Unum Life Insurance Company of America | Long-term disability, Life | 7,273 | $2.3M | $108K |
| UnitedHealthcare Insurance Company | Accident, Critical Illness, Hospital Ind | 2,504 | $1.0M | $659K |
| Fidelity Security Life Insurance Company | Vision | 6,952 | $389K | — |
| Hartford Fire Insurance Company | Business Travel Accident | 13,508 | $5K | $96 |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 15,193 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
- Belk Stores Services, LLC
- Sponsor EIN
- 56-0616731
- Plan number
- 522
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 56-0616731 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Belk 401k Savings Plan
- Type
- 401(k) plan
- Participants
- 21,400
About this data
Source: Belk Stores Services, 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 Belk Stores Services, LLC.