Kelvion Inc.

Catoosa, OK ManufacturingNAICS 332400

Self-funded health planPlan year 2025Renews January
1,299Participants+21% vs. prior year
$3.1MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#3 of 17Manufacturing in OKBy participants

Overview

Kelvion Inc. sponsors a self-funded health plan that covered 1,299 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, vision, short-term disability, and more.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
1,299 · prior year 1,078
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Kelvion Inc. Employee Benefit Plan, plan 501 (1,299 participants)
Broker compensation
$184K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disability

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Hartford Life and AccidentLife, Short-term disability, Long-term disability1,485$1.3M$178K
Vision Service PlanVision930$134K$7K
National Union Fire Ins. Co. of Pittsburgh, PABusiness Travel Accident1,679——

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$3.1M/ year

Estimated prescription spend: 1,299 participants × $2,371 national average per member. Usually higher once dependents are counted.

$80K–$197K/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$23K–$59K
Lower-cost therapeutic alternatives$34K–$71K
Generic pricing vs. actual cost$15K–$44K
PBM contract terms$8K–$23K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
Kelvion Inc.
Sponsor EIN
51-0268494
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 51-0268494 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Kelvion Inc. Savings Plan
Type
401(k) plan
Participants
1,359

About this data

Source: Kelvion Inc.'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 Kelvion Inc..

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