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Blue Bucket Group, LLC

Scottsdale, AZ RetailNAICS 453310

Self-funded health planPlan year 2025Renews January
Free pharmacy preview Request a correction
1,101Participants+23% vs. prior year
$2.6MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#9 of 14Retail in AZBy participants

Overview

Blue Bucket Group, LLC sponsors a self-funded health plan that covered 1,101 participants in plan year 2025, up 23% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, death benefits.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
1,101 · prior year 897
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Apogee Retail NY, LLC Health Insurance Plan, plan 504 (1,101 participants)
Broker compensation
$19K across insured contracts
MedicalLife insuranceDentalVisionDeath benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
The Lincoln National Life Insurance CompanyLife1,101$105K$16K
The Guardian Life Insurance Company of AmericaVision261$24K$3K

Pharmacy benefit estimate

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

$2.6M/ year

Estimated prescription spend: 1,101 participants × $2,371 national average per member. Usually higher once dependents are counted.

$68K–$167K/ year

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

Brands with a generic available$20K–$50K
Lower-cost therapeutic alternatives$29K–$61K
Generic pricing vs. actual cost$13K–$38K
PBM contract terms$7K–$20K
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
Blue Bucket Group, LLC
Sponsor EIN
26-3943223
Plan number
504
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 26-3943223 in the Department of Labor's EFAST2 Form 5500 search.

About this data

Source: Blue Bucket Group, 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 Blue Bucket Group, LLC.

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