Kendra Scott, LLC
Overview
Kendra Scott, LLC sponsors a self-funded health plan that covered 972 participants in plan year 2024. The plan year starts in June. 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
- 972
- Plan year
- Begins June 1 · next renewal June 2027
- Health plans filed
- Kendra Scott, LLC Employee Benefits Plan, plan 501 (972 participants)
- Broker compensation
- $122K 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 |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Dental | 1,302 | $322K | $47K |
| The Lincoln National Life Insurance Company | Life, Long-term disability | 962 | $187K | $31K |
| Aetna Life Insurance Company | Accident, Critical Illness, Hospital Ind | 489 | $136K | $35K |
| Vision Service Plan | Vision | 579 | $88K | $9K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 972 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
- Kendra Scott, LLC
- Sponsor EIN
- 47-4456300
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 47-4456300 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Kendra Scott 401(k) Plan
- Type
- 401(k) plan
- Participants
- 2,162
About this data
Source: Kendra Scott, LLC'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 Kendra Scott, LLC.