H. W. Kaufman Financial Group,inc.
Overview
H. W. Kaufman Financial Group,inc. sponsors a self-funded health plan that covered 2,457 participants in plan year 2025, up 68% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, short-term disability, prepaid legal, long-term disability.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 2,457 · prior year 1,467
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- H.w. Kaufman Financial Group Employee Benefit Plan, plan 501 (2,457 participants)
- Stop-loss carrier
- Cigna Health and Life Insurance Company and Affiliates
- Broker compensation
- $131K 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 |
|---|---|---|---|---|
| Cigna Health and Life Insurance Company and Affiliates | Stop-loss | 2,418 | $2.8M | — |
| Life Insurance Company of North America | Life, Short-term disability | 2,045 | $470K | $77K |
| Life Insurance Company of North America (5) | Long-term disability | 1,567 | $252K | $43K |
| Life Insurance Company of North America (4) | Basic Accidental & Death, Voluntary | 1,567 | $45K | $8K |
| Provident Life and Accicdent Insurance Company | Short-term disability | 85 | $16K | $920 |
| Cigna Health and Life Insurance Company and Affiliates (1) | Medical | 700 | $6K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,457 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
- H. W. Kaufman Financial Group,inc.
- Sponsor EIN
- 38-1903339
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 38-1903339 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: H. W. Kaufman Financial Group,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 H. W. Kaufman Financial Group,inc..