Bridgewater Associates, LP
Overview
Bridgewater Associates, LP sponsors a self-funded health plan that covered 1,264 participants in plan year 2025, down 4% 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
- 1,264 · prior year 1,322
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Bridgewater Associates, LP Health Plan, plan 501 (1,264 participants)
- Broker compensation
- $39K 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 |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Dental | 2,253 | $1.5M | $26K |
| Prudential Insurance Company of America | Life, Short-term disability, Long-term disability | 1,113 | $1.4M | $221 |
| Vision Service Plan | Vision | 828 | $178K | — |
| MetLife Legal Plans | Legal | 437 | $114K | $13K |
| Ulliance, Inc. | Employee Assistance Program | 9,738 | $91K | — |
| Aetna Behavioral Health, LLC | Employee Assistance Program | 1,113 | $33K | — |
| National Union Fire Insurance Company of Pittsburgh, PA | Business Travel Accident | 1,113 | — | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,264 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
- Bridgewater Associates, LP
- Sponsor EIN
- 27-1437501
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 27-1437501 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Bridgewater Associates, LP 401(k) Plan
- Type
- 401(k) plan
- Participants
- 2,706
About this data
Source: Bridgewater Associates, LP'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 Bridgewater Associates, LP.