Herzing University, Ltd
Overview
Herzing University, Ltd sponsors a self-funded health plan that covered 722 participants in plan year 2025, up 15% from 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
- 722 · prior year 626
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Herzing University, Ltd Health and Welfare Benefit Plan, plan 501 (722 participants)
- Broker compensation
- $104K 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 |
|---|---|---|---|---|
| Delta Dental of WI | Dental | 286 | $345K | $35K |
| Life Insurance Company of North America | Life, Long-term disability, AD&D | 722 | $211K | $34K |
| Reliastar Life Insurance Company | Accident, Critical Illness, Hospital | 511 | $150K | $26K |
| HCC Life Insurance Company | Organ Transplant | 474 | $86K | — |
| Wyssta Insurance Company Inc. | Vision | 415 | $54K | $4K |
| Compcare Health Services Insurance Corporation | Dental | 68 | $26K | — |
| Pre-Paid Legal Services Inc. DBA Legalshield | Legal Services Plan Memberships | 88 | $19K | $4K |
| American Heritage Life Insurance Company | Life | 41 | $18K | $685 |
| Curalinc, LLC DBA Curalinc Healthcare | Employee Assistance Program | 620 | $9K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 722 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
- Herzing University, Ltd
- Sponsor EIN
- 27-1503981
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 27-1503981 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Herzing University, Ltd. Savings Plan
- Type
- 401(k) plan
- Participants
- 2,428
About this data
Source: Herzing University, Ltd'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 Herzing University, Ltd.