Finn Partners, Inc.

New York, NY Professional servicesNAICS 541800

Self-funded health planPlan year 2025Renews January
884Participants+1% vs. prior year
$2.1MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#45 of 70Professional services in NYBy participants

Overview

Finn Partners, Inc. sponsors a self-funded health plan that covered 884 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, long-term disability.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
884 · prior year 878
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Finn Partners, Inc. Group Health and Welfare Plan, plan 501 (884 participants)
Broker compensation
$37K across insured contracts
MedicalLife insuranceDentalVisionLong-term disabilityOther welfare benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Metropolitan Life Insurance CompanyDental, Vision, Life, Long-term disability680$730K$36K
New York Life Group Insurance Company of New YorkBusiness Travel Accident878$5K$1K

Pharmacy benefit estimate

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

$2.1M/ year

Estimated prescription spend: 884 participants × $2,371 national average per member. Usually higher once dependents are counted.

$54K–$134K/ year

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

Brands with a generic available$16K–$40K
Lower-cost therapeutic alternatives$23K–$49K
Generic pricing vs. actual cost$10K–$30K
PBM contract terms$5K–$16K
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
Finn Partners, Inc.
Sponsor EIN
13-3366334
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 13-3366334 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Finn Partners, Inc. 401(k) Plan
Type
401(k) plan
Participants
1,132

About this data

Source: Finn Partners, 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 Finn Partners, Inc..

Request a correction · Methodology