Kaleida Health
Overview
Kaleida Health sponsors a self-funded health plan that covered 10,125 participants in plan year 2025, up 21% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, long-term disability.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 10,125 · prior year 8,351
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Kaleida Health Your Spectrum of Choices Benefit Plan, plan 520 (10,125 participants)
- Broker compensation
- $401K 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 |
|---|---|---|---|---|
| Sun Life and Health Insurance Company | Life, Long-term disability | 8,451 | $4.3M | $401K |
| ESI Employee Assistance Group | Employee Assistance Program | 10,125 | $150K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 10,125 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
- Kaleida Health
- Sponsor EIN
- 16-1533232
- Plan number
- 520
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 16-1533232 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Kaleida Health Savings Investment 403(b) Plan
- Type
- 401(k) plan
- Participants
- 12,307
About this data
Source: Kaleida Health'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 Kaleida Health.