Colonial Group, Inc.
Overview
Colonial Group, Inc. sponsors a self-funded health plan that covered 1,303 participants in plan year 2025, down 8% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, vision, short-term disability, long-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,303 · prior year 1,422
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Colonial Group, Inc. Group Health Insurance Plan, plan 502 (1,303 participants)
- Broker compensation
- $88.1M 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 |
|---|---|---|---|---|
| The Lincoln National Life Insurance Company | Life, Short-term disability, Long-term disability | 889 | $936K | $88.1M |
| Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co. | Vision | 1,533 | $77K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,303 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
- Colonial Group, Inc.
- Sponsor EIN
- 58-2063421
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 58-2063421 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Colonial Group, Inc. Retirement Savings Plan
- Type
- 401(k) plan
- Participants
- 2,559
About this data
Source: Colonial Group, 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 Colonial Group, Inc..