Fox Factory, Inc.

Duluth, GA ManufacturingNAICS 332700

Self-funded health planPlan year 2025Renews January
2,935Participants-5% vs. prior year
$7.0MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#14 of 82Manufacturing in GABy participants

Overview

Fox Factory, Inc. sponsors a self-funded health plan that covered 2,935 participants in plan year 2025, down 5% from 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
2,935 · prior year 3,081
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Fox Factory, Inc. Health Plan, plan 510 (2,935 participants)
Broker compensation
$218K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityPrepaid legalLong-term disabilityDeath benefitsOther welfare benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Delta Dental Insurance CompanyDental2,699$1.3M$27K
Reliance Standard Life Insurance CompanyShort-term disability, Life, Long-term disability, Accidental Death and Dismemberment2,656$1.2M$141K
Reliastar Life Insurance CompanyAccident, Critical Illness, Hospital Ind872$201K$40K
Vision Service PlanVision1,850$188K$4K
Arag Insurance CompanyLegal700$55K$6K

Pharmacy benefit estimate

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

$7.0M/ year

Estimated prescription spend: 2,935 participants × $2,371 national average per member. Usually higher once dependents are counted.

$181K–$446K/ year

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

Brands with a generic available$53K–$132K
Lower-cost therapeutic alternatives$77K–$161K
Generic pricing vs. actual cost$33K–$100K
PBM contract terms$17K–$52K
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
Fox Factory, Inc.
Sponsor EIN
94-2472535
Plan number
510
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 94-2472535 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Fox Factory, Inc. 401(k) Profit Sharing Plan
Type
401(k) plan
Participants
3,440

About this data

Source: Fox Factory, 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 Fox Factory, Inc..

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