Eppendorf Holding, Inc. and ITS Affiliated Companies

Enfield, CT Wholesale tradeNAICS 423400

Self-funded health planPlan year 2025Renews January
735Participants-10% vs. prior year
$1.7MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#3 of 5Wholesale trade in CTBy participants

Overview

Eppendorf Holding, Inc. and ITS Affiliated Companies sponsors a self-funded health plan that covered 735 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
735 · prior year 814
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Eppendorf Holding, Inc. and ITS Affiliated Companies, plan 502 (735 participants)
Broker compensation
$14K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityDeath benefits

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Unum Life Insurance Company of AmericaLife, Long-term disability655$482K$14K
Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co.Vision1,293$55K—
Four Ever Live Insurance CompanyBusiness Travel Accident648$3K—
Federal Insurance CompanyBusiness Travel Accident648——

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$1.7M/ year

Estimated prescription spend: 735 participants × $2,371 national average per member. Usually higher once dependents are counted.

$45K–$112K/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$13K–$33K
Lower-cost therapeutic alternatives$19K–$40K
Generic pricing vs. actual cost$8K–$25K
PBM contract terms$4K–$13K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
Eppendorf Holding, Inc. and ITS Affiliated Companies
Sponsor EIN
11-3521426
Plan number
502
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 11-3521426 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Eppendorf Holdings, Inc. 401(k) Plan
Type
401(k) plan
Participants
1,076

About this data

Source: Eppendorf Holding, Inc. and ITS Affiliated Companies'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 Eppendorf Holding, Inc. and ITS Affiliated Companies.

Request a correction · Methodology