Bon Secours Mercy Health, Inc.

Blue Ash, OH Health careNAICS 622000

Self-funded health planPlan year 2025Renews January
40,961ParticipantsFirst year on file
$97.1MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#2 of 89Health care in OHBy participants

Overview

Bon Secours Mercy Health, Inc. sponsors a self-funded health plan that covered 40,961 participants in plan year 2025. The plan year starts in January. Alongside medical, its benefits filing reports dental, vision, severance.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
40,961
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Bon Secours Mercy Health Welfare Benefits Plan, plan 520 (40,961 participants)
Broker compensation
$746K across insured contracts
MedicalDentalVisionSeverance

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Delta Dental of OhioDental63,593$20.0M$433K
Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co.Vision55,954$5.8M$313K
Catilize Health, Inc.Family Care Incentive724——

Pharmacy benefit estimate

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

$97.1M/ year

Estimated prescription spend: 40,961 participants × $2,371 national average per member. Usually higher once dependents are counted.

$2.5M–$6.2M/ year

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

Brands with a generic available$738K–$1.8M
Lower-cost therapeutic alternatives$1.1M–$2.3M
Generic pricing vs. actual cost$466K–$1.4M
PBM contract terms$243K–$728K
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
Bon Secours Mercy Health, Inc.
Sponsor EIN
52-1301088
Plan number
520
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 52-1301088 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Bon Secours Mercy Health Retirement Savings Plan 401
Type
401(k) plan
Participants
5,674

About this data

Source: Bon Secours Mercy Health, 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 Bon Secours Mercy Health, Inc..

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