ESA Management, LLC
Overview
ESA Management, LLC sponsors a self-funded health plan that covered 3,658 participants in plan year 2025, down 25% 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
- 3,658 · prior year 4,848
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- ESA Management, LLC Employee Welfare Benefit Plan, plan 502 (3,658 participants)
- Broker compensation
- $204K 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 |
|---|---|---|---|---|
| Lincoln National Life Insurance Company | Life, Short-term disability, Long-term disability | 3,082 | $1.4M | $154K |
| Metropolitan Life Insurance Company | Dental | 2,532 | $838K | $70 |
| Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co. | Vision | 2,682 | $349K | $38K |
| Health Advocate | Employee Assistance Program | 3,285 | $203K | — |
| MetLife Legal Plans | Legal | 336 | $57K | $10K |
| Zurich American Insurance Company | Business Travel Accident | 3,051 | $5K | $2K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 3,658 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
- ESA Management, LLC
- Sponsor EIN
- 90-1015925
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 90-1015925 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- ESA Management, LLC 401(k) Plan
- Type
- 401(k) plan
- Participants
- 8,096
About this data
Source: ESA Management, 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 ESA Management, LLC.