Fort Healthcare, Inc.

Fort Atkinson, WI Health careNAICS 622000

Self-funded health planPlan year 2025Renews May
674Participants0% vs. prior year
$1.6MEst. pharmacy spend / yrParticipants × national avg.
May 2027Next renewalPlan year begins May 1
#23 of 29Health care in WIBy participants

Overview

Fort Healthcare, Inc. sponsors a self-funded health plan that covered 674 participants in plan year 2025, about the same as the prior year. The plan year starts in May. Alongside medical, its benefits filing reports life insurance, vision, short-term disability, long-term disability, and more.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
674 · prior year 674
Plan year
Begins May 1 · next renewal May 2027
Health plans filed
Fort Healthcare Inc., plan 501 (674 participants)
Broker compensation
$11K across insured contracts
MedicalLife insuranceVisionShort-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
Reliance Standard Life Insurance CompanyLife, Long-term disability665$272K$5K
Vision Service PlanVision408$63K$6K

Pharmacy benefit estimate

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

$1.6M/ year

Estimated prescription spend: 674 participants × $2,371 national average per member. Usually higher once dependents are counted.

$42K–$102K/ year

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

Brands with a generic available$12K–$30K
Lower-cost therapeutic alternatives$18K–$37K
Generic pricing vs. actual cost$8K–$23K
PBM contract terms$4K–$12K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning May 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
Fort Healthcare, Inc.
Sponsor EIN
39-0286215
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 39-0286215 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Fort Healthcare, Inc. Savings Plan
Type
401(k) plan
Participants
1,107

About this data

Source: Fort Healthcare, 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 Fort Healthcare, Inc..

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