Donnelley Financial, LLC
Overview
Donnelley Financial, LLC sponsors a self-funded health plan that covered 1,529 participants in plan year 2025, down 3% 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
- 1,529 · prior year 1,573
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Donnelley Financial Group Benefits Plan, plan 501 (1,529 participants)
- Broker compensation
- $74K 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 |
|---|---|---|---|---|
| Prudential Insurance Company of America | Life | 1,461 | $1.1M | $31K |
| Delta Dental of Illinois | Dental | 1,130 | $1.1M | — |
| Hartford Life and Accident | Long-term disability | 1,766 | $256K | $8K |
| Metropolitan Life Insurance Company | Critical Illness, Hospital Indemnity, Accident | 404 | $204K | — |
| Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co. | Vision | 1,420 | $202K | — |
| Transamerica Life Insurance Company | Life | 35 | $37K | $35K |
| Carelon Behavioral Health, Inc. | Employee Assistance Program | 1,462 | $32K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,529 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
- Donnelley Financial, LLC
- Sponsor EIN
- 13-2618477
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 13-2618477 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Donnelley Financial Savings Plan
- Type
- 401(k) plan
- Participants
- 4,086
About this data
Source: Donnelley Financial, LLC'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 Donnelley Financial, LLC.