David Volkert & Associates, Inc.
Overview
David Volkert & Associates, Inc. sponsors a self-funded health plan that covered 1,275 participants in plan year 2025, about the same as the prior year. The plan year starts in November. 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
- 1,275 · prior year 1,275
- Plan year
- Begins November 1 · next renewal November 2027
- Health plans filed
- David Volkert & Associates, Inc. Welfare Benefits Plan, plan 501 (1,275 participants)
- Broker compensation
- $142K 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 |
|---|---|---|---|---|
| United of Omaha Life Insurance Company | Critical Illness, Life, Short-term disability, Long-term disability | 1,264 | $1.3M | $123K |
| Vision Service Plan | Vision | 826 | $205K | $19K |
| Behavioral Health Systems, Inc. | Employee Assistance Program | 1,264 | — | — |
| Unum Life Insurance Company of America | Long Term Care | 1,264 | — | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,275 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
- David Volkert & Associates, Inc.
- Sponsor EIN
- 63-0703075
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 63-0703075 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- David Volkert & Associates, Inc. 401(k) Retirement Savings Plan
- Type
- 401(k) plan
- Participants
- 2,074
About this data
Source: David Volkert & Associates, 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 David Volkert & Associates, Inc..