Bozzuto & Associates, Inc.
Overview
Bozzuto & Associates, Inc. sponsors a self-funded health plan that covered 3,534 participants in plan year 2025, up 20% 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
- 3,534 · prior year 2,948
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- The Bozzuto Group Employee Benefit Plan, plan 502 (3,534 participants)
- Broker compensation
- $437K 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 |
|---|---|---|---|---|
| Guardian Life Insurance Company of America | Life, Short-term disability, Long-term disability | 3,534 | $1.5M | $321K |
| Cigna Health and Life Insurance Company | Accident, Critical Illness, EAP, Hospital | 1,856 | $492K | $87K |
| Fidelity Security Life Insurance Company | Vision | 1,721 | $207K | $14K |
| MetLife Legal Plans | Legal | 335 | $75K | $8K |
| XP Health, Inc. | Vision | 469 | $69K | $7K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 3,534 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
- Bozzuto & Associates, Inc.
- Sponsor EIN
- 52-1566117
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 52-1566117 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Bozzuto & Associates, Inc. 401(k) Plan
- Type
- 401(k) plan
- Participants
- 5,018
About this data
Source: Bozzuto & Associates, 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 Bozzuto & Associates, Inc..