Healthcare Partners Investments, LLC
Overview
Healthcare Partners Investments, LLC sponsors a self-funded health plan that covered 947 participants in plan year 2024. 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
- 947
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Healthcare Partners Investments Group Health Plan, plan 501 (947 participants)
- Stop-loss carrier
- HCC Life Insurance Company
- Broker compensation
- $114K 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 |
|---|---|---|---|---|
| Unum Life Insurance Company of America | Life, Short-term disability, Long-term disability | 857 | $447K | $45K |
| HCC Life Insurance Company | Stop-loss | 710 | $280K | $14K |
| Unum Insurance Company | Critical Illness, Short-term disability | 237 | $88K | $12K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 947 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 2024
- Plan sponsor
- Healthcare Partners Investments, LLC
- Sponsor EIN
- 65-1233477
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 65-1233477 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: Healthcare Partners Investments, LLC's Form 5500 filing for plan year 2024 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 Healthcare Partners Investments, LLC.


