Case & Associates Properties, Inc.

Tulsa, OK Real estateNAICS 531110

Self-funded health planPlan year 2025Renews January
818Participants0% vs. prior year
$1.9MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#1 of 1Real estate in OKBy participants

Overview

Case & Associates Properties, Inc. sponsors a self-funded health plan that covered 818 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
818 · prior year 818
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Case & Associates Properties, Inc. Employee Benefit Plan, plan 501 (818 participants)
Broker compensation
$51K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityDeath benefitsOther welfare benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Standard Insurance CompanyLife, Short-term disability, Long-term disability761$412K$51K
Vision Service PlanVision598$68K—
Communitycare HMOEmployee Assistance Program813$11K—

Pharmacy benefit estimate

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

$1.9M/ year

Estimated prescription spend: 818 participants × $2,371 national average per member. Usually higher once dependents are counted.

$50K–$124K/ year

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

Brands with a generic available$15K–$37K
Lower-cost therapeutic alternatives$22K–$45K
Generic pricing vs. actual cost$9K–$28K
PBM contract terms$5K–$15K
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
Case & Associates Properties, Inc.
Sponsor EIN
73-1180117
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 73-1180117 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Case & Associates Properties, Inc. 401(k) Plan
Type
401(k) plan
Participants
730

About this data

Source: Case & Associates Properties, 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 Case & Associates Properties, Inc..

Request a correction · Methodology