Brook + Whittle Limited
Overview
Brook + Whittle Limited sponsors a self-funded health plan that covered 1,910 participants in plan year 2025, about the same as 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
- 1,910 · prior year 1,910
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Brook + Whittle Limited Health & Welfare Plan, plan 502 (1,910 participants)
- Stop-loss carrier
- Symetra Life Insurance Company
- Broker compensation
- $336K 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 |
|---|---|---|---|---|
| Symetra Life Insurance Company | Stop-loss | 1,264 | $1.7M | $85K |
| Lincoln National Life Insurance Company | Life, Short-term disability, Long-term disability | 1,797 | $1.0M | $117K |
| The Guardian Life Insurance Company of America | Dental | 1,065 | $650K | $44K |
| Kaiser Foundation Health Plan Inc. | Medical | 61 | $510K | $31K |
| The Lincoln National Life Insurance Company | ACC Hosp Indem Crit ILL | 359 | $199K | $46K |
| Vision Services Plan | Vision | 1,428 | $148K | $4K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,910 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
- Brook + Whittle Limited
- Sponsor EIN
- 06-1452909
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 06-1452909 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Brook & Whittle Limited Section 401(k) Profit Sharing Plan
- Type
- 401(k) plan
- Participants
- 2,132
About this data
Source: Brook + Whittle Limited'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 Brook + Whittle Limited.