Belmont Village L.P.

Houston, TX Health careNAICS 623000

Self-funded health planPlan year 2025Renews January
1,727Participants+5% vs. prior year
$4.1MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#45 of 90Health care in TXBy participants

Overview

Belmont Village L.P. sponsors a self-funded health plan that covered 1,727 participants in plan year 2025, up 5% 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
1,727 · prior year 1,639
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Belmont Village, LP Healthcare Benefits Plan, plan 501 (1,727 participants)
Broker compensation
$96K 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
Metropolitan Life Insurance CompanyDental2,703$1.3M$84K
Unum Life Insurance Company of AmericaLife, Long-term disability3,868$935K$12K
Fidelity Security Life Insurance CompanyVision2,201$96K—
Telus Health (US), Ltd.Employee Assistance Program3,140$51K—
Federal Insurance CompanyAccidental Death and Dismemberment, Busi1,605——

Pharmacy benefit estimate

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

$4.1M/ year

Estimated prescription spend: 1,727 participants × $2,371 national average per member. Usually higher once dependents are counted.

$106K–$262K/ year

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

Brands with a generic available$31K–$78K
Lower-cost therapeutic alternatives$45K–$95K
Generic pricing vs. actual cost$20K–$59K
PBM contract terms$10K–$31K
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
Belmont Village L.P.
Sponsor EIN
74-2868232
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 74-2868232 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Belmont Village, L.P. 401(k) Savings Plan
Type
401(k) plan
Participants
3,177

About this data

Source: Belmont Village L.P.'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 Belmont Village L.P..

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