F. a. Bartlett Tree Expert Co.
Overview
F. a. Bartlett Tree Expert Co. sponsors a self-funded health plan that covered 1,784 participants in plan year 2025, up 8% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports dental, short-term disability, long-term disability.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,784 · prior year 1,654
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- F. a. Bartlett Tree Expert Co. Health Benefits Plan, plan 501 (1,784 participants)
- Stop-loss carrier
- Cigna Health and Life Insurance Company and Affiliates
- Broker compensation
- $245K 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 |
|---|---|---|---|---|
| Cigna Health and Life Insurance Company and Affiliates | Dental, Stop-loss | 2,920 | $1.3M | $91K |
| Lincoln National Life Insurance Company | Life, Long-term disability, Short-term disability | 2,598 | $978K | $98K |
| The Lincoln National Life Insurance Company | Accident, Critical Illness | 707 | $259K | $56K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,784 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
- F. a. Bartlett Tree Expert Co.
- Sponsor EIN
- 06-0254490
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 06-0254490 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Bartlett Tree 401(k) Plan
- Type
- 401(k) plan
- Participants
- 3,712
About this data
Source: F. a. Bartlett Tree Expert Co.'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 F. a. Bartlett Tree Expert Co..