Dollar Tree, Inc.
Overview
Dollar Tree, Inc. sponsors a self-funded health plan that covered 67,299 participants in plan year 2025, down 4% 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
- 67,299 · prior year 70,222
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Dollar Tree Inc. Group Health Benefit Plan, plan 501 (67,299 participants)
- Broker compensation
- $1.8M 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 |
|---|---|---|---|---|
| Unum Life Insurance Company of America | Short-term disability, Long-term disability | 86,503 | $13.4M | $941K |
| Delta Dental of Virginia | Dental | 33,232 | $9.0M | — |
| Securian Life Insurance Company | Life | 76,746 | $6.6M | $210K |
| Unum Insurance Company | Accident, Critical Illness, Hospital | 16,309 | $6.5M | $692K |
| United Behavioral Health | Employee Assistance Program | 227,987 | $1.6M | — |
| Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co. | Vision | 30,296 | $1.3M | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 67,299 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
- Dollar Tree, Inc.
- Sponsor EIN
- 26-2018846
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 26-2018846 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Dollar Tree Retirement Savings Plan
- Type
- 401(k) plan
- Participants
- 105,623
About this data
Source: Dollar Tree, 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 Dollar Tree, Inc..