Bellin Gundersen Health System, Inc.

Green Bay, WI Health careNAICS 622000

Self-funded health planPlan year 2025Renews January
16,505ParticipantsFirst year on file
$39.1MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#1 of 29Health care in WIBy participants

Overview

Bellin Gundersen Health System, Inc. sponsors a self-funded health plan that covered 16,505 participants in plan year 2025. 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
16,505
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Bellin Gundersen Health System, Inc. Comprehensive Health and Welfare Benefits Plan, plan 512 (16,505 participants)
Broker compensation
$1.2M 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
Unum Life Insurance Company of AmericaShort-term disability, Long-term disability, Life, Select Long Term Disability and Select S14,362$11.8M$958K
Unum Insurance CompanyHospital EE Paid, Attained Age Critical Illness, GRP Accident3,176$1.3M$159K
Metropolitan Life Insurance CompanyVision6,332$347K$43K
Empathia, Inc.Employee Assistance Program5,925$219K—
Arag Insurance CompanyLegal1,780$174K$18K
Starr Indemnity & Liability CompanyBusiness Travel Accident14,048$16K$3K

Pharmacy benefit estimate

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

$39.1M/ year

Estimated prescription spend: 16,505 participants × $2,371 national average per member. Usually higher once dependents are counted.

$1.0M–$2.5M/ year

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

Brands with a generic available$297K–$744K
Lower-cost therapeutic alternatives$434K–$908K
Generic pricing vs. actual cost$188K–$564K
PBM contract terms$98K–$294K
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
Bellin Gundersen Health System, Inc.
Sponsor EIN
92-0504278
Plan number
512
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 92-0504278 in the Department of Labor's EFAST2 Form 5500 search.

About this data

Source: Bellin Gundersen Health System, 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 Bellin Gundersen Health System, Inc..

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