LEO a Daly

Omaha, NE Professional servicesNAICS 541310

Self-funded health planPlan year 2025Renews January
735Participants+1% vs. prior year
$1.7MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#7 of 8Professional services in NEBy participants

Overview

LEO a Daly sponsors a self-funded health plan that covered 735 participants in plan year 2025, about the same as the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability, and more.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
735 · prior year 729
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
LEO a Daly Company Benefit Welfare Plan, plan 501 (735 participants)
Broker compensation
$65K across insured contracts
MedicalLife insuranceDentalVisionLong-term disabilityDeath benefitsOther welfare benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Reliastar Life Insurance CompanyLife, Long-term disability1,067$568K$54K
Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co.Vision955$106K$9K
Federal Insurance CompanyBusiness Travel Accident659$12K$176
Aetna InternationalWorld Traveler176$7K$1K

Pharmacy benefit estimate

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

$1.7M/ year

Estimated prescription spend: 735 participants × $2,371 national average per member. Usually higher once dependents are counted.

$45K–$112K/ year

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

Brands with a generic available$13K–$33K
Lower-cost therapeutic alternatives$19K–$40K
Generic pricing vs. actual cost$8K–$25K
PBM contract terms$4K–$13K
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
LEO a Daly
Sponsor EIN
47-0363104
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 47-0363104 in the Department of Labor's EFAST2 Form 5500 search.

About this data

Source: LEO a Daly'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 LEO a Daly.

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