Holthouse Carlin & Van Trigt LLP
Overview
Holthouse Carlin & Van Trigt LLP sponsors a self-funded health plan that covered 799 participants in plan year 2024. The plan year starts in July. 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
- 799
- Plan year
- Begins July 1 · next renewal July 2027
- Health plans filed
- Holthouse Carlin & Van Trigt LLP Welfare Benefit Plan, plan 501 (799 participants)
- Stop-loss carrier
- Aetna Life Insurance Co.
- Broker compensation
- $239K 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 |
|---|---|---|---|---|
| Kaiser Foundation Health Plan Inc. | HMO | 338 | $2.2M | $93K |
| Aetna Life Insurance Co. | Dental, Vision, Stop-loss | 1,191 | $2.2M | $80K |
| Sun Life Assurance Company of Canada | Life, Long-term disability, Short-Term Disability | 796 | $450K | $65K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 799 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
- Holthouse Carlin & Van Trigt LLP
- Sponsor EIN
- 95-4345526
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 95-4345526 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II
- Type
- 401(k) plan
- Participants
- 805
About this data
Source: Holthouse Carlin & Van Trigt LLP'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 Holthouse Carlin & Van Trigt LLP.