First Eagle Investment Management, LLC
Overview
First Eagle Investment Management, LLC sponsors a self-funded health plan that covered 608 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, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 608 · prior year 602
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- First Eagle Investment Management, LLC Health and Welfare Benefit Plan, plan 504 (608 participants)
- Broker compensation
- $25K 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 |
|---|---|---|---|---|
| First Unum Life Insurance Company | Long-term disability, Life | 719 | $947K | $23K |
| Delta Dental of New York | Dental | 1,422 | $854K | — |
| Vision Service Plan | Vision | 519 | $102K | $3K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 608 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
- First Eagle Investment Management, LLC
- Sponsor EIN
- 57-1156902
- Plan number
- 504
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 57-1156902 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- First Eagle Investments 401(k) Plan
- Type
- 401(k) plan
- Participants
- 826
About this data
Source: First Eagle Investment 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 First Eagle Investment Management, LLC.