Hoosier Investments, LLC
Overview
Hoosier Investments, LLC sponsors a self-funded health plan that covered 2,299 participants in plan year 2025, up 32% 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
- 2,299 · prior year 1,742
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Hoosier Investments, LLC Health and Welfare Benefit Plan, plan 501 (2,299 participants)
- Stop-loss carrier
- Nationwide Life Insurance Company
- Broker compensation
- $64K 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 |
|---|---|---|---|---|
| Cigna Health and Life Insurance Company | Medical | 96 | $872K | $44K |
| The Lincoln National Life Insurance Company | Dental, Life, Short-term disability, Long-term disability | 80 | $80K | $10K |
| Nationwide Life Insurance Company | Stop-loss | 217 | $57K | $5K |
| Ameritas Life Insurance Corp. | Dental, Vision | 209 | $33K | $3K |
| American Financial Security Life Insurance Company | Prescription drug | 217 | $26K | $1K |
| Eyemed | Vision | 101 | $8K | $856 |
| Crum & Forster | Accident | 217 | $3K | $201 |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,299 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
- Hoosier Investments, LLC
- Sponsor EIN
- 38-4029979
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 38-4029979 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: Hoosier Investments, 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 Hoosier Investments, LLC.