Hartree Partners, LP
Overview
Hartree Partners, LP sponsors a self-funded health plan that covered 1,294 participants in plan year 2025. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, long-term disability, death benefits.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,294 · prior year 257
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Hartree Partner, LP Health & Welfare Plan, plan 502 (1,294 participants)
- Broker compensation
- $148K 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 |
|---|---|---|---|---|
| Standard Insurance Company | Life, Long-term disability | 982 | $958K | $144K |
| Ace American Insurance Company | Business Travel Accident | 1,294 | $14K | $3K |
| Standard Life Insurance Company of New York | Life, Long-term disability | 1,294 | — | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,294 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
- Hartree Partners, LP
- Sponsor EIN
- 13-3937429
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 13-3937429 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Hartree Partners, LP Employees' Savings Plan
- Type
- 401(k) plan
- Participants
- 1,656
About this data
Source: Hartree Partners, LP'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 Hartree Partners, LP.