Hagerty Insurance Agency, LLC
Overview
Hagerty Insurance Agency, LLC sponsors a self-funded health plan that covered 1,676 participants in plan year 2025, about the same as 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
- 1,676 · prior year 1,657
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Hagerty Insurance Agency, LLC Welfare Benefit Plan, plan 501 (1,676 participants)
- Broker compensation
- $21K 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 |
|---|---|---|---|---|
| United of Omaha Life Insurance Company | Life, Long-term disability | 1,752 | $625K | $14K |
| Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co. | Vision | 2,916 | $261K | — |
| Metropolitan Life Insurance Company | Life | 75 | $179K | $7K |
| Curalinc, LLC DBA Curalinc Healthcare | Employee Assistance Program | 1,585 | $23K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,676 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
- Hagerty Insurance Agency, LLC
- Sponsor EIN
- 88-0268247
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 88-0268247 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Hagerty Insurance Agency, LLC Employee' 401(k) Plan
- Type
- 401(k) plan
- Participants
- 2,131
About this data
Source: Hagerty Insurance Agency, 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 Hagerty Insurance Agency, LLC.