Firstservice Residential Inc.
Overview
Firstservice Residential Inc. sponsors a self-funded health plan that covered 15,450 participants in plan year 2024. The plan year starts in December. 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
- 15,450
- Plan year
- Begins December 1 · next renewal December 2026
- Health plans filed
- Firstservice Residential, Inc. Health and Welfare Plan, plan 501 (15,450 participants)
- Stop-loss carrier
- Aetna Life Insurance Company
- Broker compensation
- $1.5M 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 |
|---|---|---|---|---|
| Kaiser Foundation Health Plan Inc. | Medical | 804 | $9.4M | $466K |
| Hartford Life and Accident | Life, Short-term disability, Long-term disability | 13,755 | $4.1M | $460K |
| Aetna Life Insurance Company | Voluntary Benefits, Stop-loss | 7,760 | $2.8M | $368K |
| Vision Service Plan | Vision | 6,791 | $683K | $34K |
| Delta Dental Insurance Company | Dental | 4,262 | $578K | $58K |
| Metropolitan General Insurance Company | Legal | 847 | $188K | $21K |
| American Heritage Life Insurance Company | Life | 193 | $171K | $51K |
| Nortonlifelock Inc. | Identity Theft Protection | 791 | $112K | $43K |
| Health and Resource Center | Employee Assistance Plan | 1,280 | $19K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 15,450 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 2024
- Plan sponsor
- Firstservice Residential Inc.
- Sponsor EIN
- 16-1682850
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 16-1682850 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Firstservice Residential 401(k) Plan
- Type
- 401(k) plan
- Participants
- 17,394
About this data
Source: Firstservice Residential Inc.'s Form 5500 filing for plan year 2024 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 Firstservice Residential Inc..