Brookdale Senior Living Inc.
Overview
Brookdale Senior Living Inc. sponsors a self-funded health plan that covered 4,439 participants in plan year 2025, down 6% 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
- 4,439 · prior year 4,706
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Brookdale Senior Living Inc. Texas Injury Plan, plan 599 (4,439 participants)
- Broker compensation
- $1.5M 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 | Long-term disability, Life, Individual Disability Income, Medical, Short-term disability, Critical Illness | 25,435 | $11.9M | $1.5M |
| Vision Service Plan | Vision | 9,241 | $1.8M | — |
| MetLife Legal Plans | Legal | 776 | $179K | $19K |
| Ameritas | Dental, Vision | 280 | $133K | $27K |
| Zurich American Insurance Company | Medical | 220 | $122K | $35K |
| ComPsych Corporation | Employee Assistance Program | 33,163 | $93K | — |
| Beazley Insurance Company, Inc. | Life | 73 | $15K | $3K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 4,439 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
- Brookdale Senior Living Inc.
- Sponsor EIN
- 20-3068069
- Plan number
- 599
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 20-3068069 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Brookdale Senior Living Inc. 401(k) Retirement Savings Plan
- Type
- 401(k) plan
- Participants
- 42,198
About this data
Source: Brookdale Senior Living 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 Brookdale Senior Living Inc..