Ethan Allen Global,inc

Danbury, CT ManufacturingNAICS 337000

Self-funded health planPlan year 2025Renews January
1,807Participants-5% vs. prior year
$4.3MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#13 of 34Manufacturing in CTBy participants

Overview

Ethan Allen Global,inc sponsors a self-funded health plan that covered 1,807 participants in plan year 2025, down 5% 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
1,807 · prior year 1,900
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Ethan Allen Employee Welfare Plan, plan 501 (1,807 participants)
Broker compensation
$75K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityDeath benefitsOther welfare benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Cigna Health and Life Insurance Company and AffiliatesDental1,231$825K—
Hartford Life and AccidentLife, Long-term disability1,733$693K$73K
Anthem Health Plans, Inc.Vision1,727$127K—
Ace American Insurance CompanyBusiness Travel Accident1,733$17K$3K

Pharmacy benefit estimate

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

$4.3M/ year

Estimated prescription spend: 1,807 participants × $2,371 national average per member. Usually higher once dependents are counted.

$111K–$275K/ year

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

Brands with a generic available$33K–$81K
Lower-cost therapeutic alternatives$48K–$99K
Generic pricing vs. actual cost$21K–$62K
PBM contract terms$11K–$32K
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
Ethan Allen Global,inc
Sponsor EIN
20-2991357
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 20-2991357 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
The Ethan Allen Retirement Savings Plan
Type
401(k) plan
Participants
3,320

About this data

Source: Ethan Allen Global,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 Ethan Allen Global,inc.

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