Daniel J. Edelman Holdings, Inc.
Overview
Daniel J. Edelman Holdings, Inc. sponsors a self-funded health plan that covered 3,005 participants in plan year 2025, down 10% 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
- 3,005 · prior year 3,332
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Daniel J. Edelman Holdings, Inc. Health and Welfare Plan, plan 502 (3,005 participants)
- Broker compensation
- $90K 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 |
|---|---|---|---|---|
| Lincoln National Life Insurance Company | Life, Long-term disability | 2,714 | $1.0M | $55K |
| Vision Service Plan | Vision | 1,727 | $343K | $19K |
| Aetna Life Insurance Co. | Dental | 448 | $100K | — |
| National Union Fire Ins. Co. of Pittsburgh, PA | Accidental Death & Dismemberment, AD&D | 6,896 | $52K | $10K |
| MetLife Legal Plans | Legal | 208 | $49K | $6K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 3,005 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
- Daniel J. Edelman Holdings, Inc.
- Sponsor EIN
- 80-0830746
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 80-0830746 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Daniel J. Edelman Holdings, Inc. Profit Sharing Plan
- Type
- 401(k) plan
- Participants
- 5,561
About this data
Source: Daniel J. Edelman Holdings, 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 Daniel J. Edelman Holdings, Inc..