Grant Thornton Advisors LLC
Overview
Grant Thornton Advisors LLC sponsors a self-funded health plan that covered 6,941 participants in plan year 2025, down 11% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, prepaid legal, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 6,941 · prior year 7,788
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Grant Thornton Advisors LLC Health and Welfare Benefits Plan, plan 509 (6,941 participants)
- Stop-loss carrier
- Swiss RE Corporate Solutions America Ins. Corp.
- Broker compensation
- $520K 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 |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Life, Critical Illness | 8,322 | $1.9M | $176K |
| Kaiser Foundation Health Plan Inc. | Medical, Prescription drug, HMO | 156 | $1.6M | — |
| Berkshire Life Insurance Company of America | Long-term disability | 744 | $1.3M | $183K |
| Swiss RE Corporate Solutions America Ins. Corp. | Stop-loss | 5,389 | $790K | $39K |
| Lincoln National Life Insurance Company | Long-term disability | 2,106 | $713K | $44K |
| Vision Service Plan | Vision | 3,952 | $649K | — |
| Massachusetts Mutual Life Insurance Company | Long-term disability | 367 | $635K | $61K |
| Four Ever Life Ins Co. | Medical, Prescription drug, Vision, Life | 99 | $463K | — |
| MetLife Legal Plans | Legal | 803 | $157K | $16K |
| United Behavioral Health DBA Optum | Employee Assistance Program | 6,611 | $131K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 6,941 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
- Grant Thornton Advisors LLC
- Sponsor EIN
- 99-1856619
- Plan number
- 509
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 99-1856619 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Grant Thornton Advisors LLC Employees' Retirement Plan
- Type
- Pension plan
- Participants
- 17,303
About this data
Source: Grant Thornton Advisors 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 Grant Thornton Advisors LLC.