Eldridge Wealth Solutions, Inc.
Overview
Eldridge Wealth Solutions, Inc. sponsors a self-funded health plan that covered 1,987 participants in plan year 2025, about the same as 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
- 1,987 · prior year 1,952
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Security Benefit Corporation Welfare Benefit Plan, plan 501 (1,987 participants)
- Stop-loss carrier
- Symetra Life Insurance Company
- Broker compensation
- $241K 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 |
|---|---|---|---|---|
| Symetra Life Insurance Company | Stop-loss | 1,577 | $3.0M | $115K |
| Prudential Insurance Company of America | Life, Long-term disability | 2,819 | $1.3M | $56K |
| UnitedHealthcare Insurance Company | Accident, CI, and HI | 645 | $199K | $50K |
| Eyemed Vision Care | Vision | 2,845 | $177K | $21K |
| Hartford Life and Accident Insurance Co. | Business Travel Accident | 841 | $750 | $128 |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,987 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
- Eldridge Wealth Solutions, Inc.
- Sponsor EIN
- 48-1202239
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 48-1202239 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Security Benefit Associates Profit Sharing and Savings Plan
- Type
- 401(k) plan
- Participants
- 3,157
About this data
Source: Eldridge Wealth Solutions, 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 Eldridge Wealth Solutions, Inc..