Lonza USA Inc.

Morristown, NJ ManufacturingNAICS 325100

Self-funded health planPlan year 2025Renews January
5,731Participants-4% vs. prior year
$13.6MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#12 of 76Manufacturing in NJBy participants

Overview

Lonza USA Inc. sponsors a self-funded health plan that covered 5,731 participants in plan year 2025, down 5% 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
5,731 · prior year 6,000
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Lonza U.S. Welfare Benefits Plan, plan 501 (5,731 participants)
Broker compensation
$301K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityPrepaid legalLong-term disabilityDeath benefitsOther welfare benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Securian Life Insurance CompanyLife, Accident, Critical Illness, Hospital Indemnity, Accidental Death and Dismemberment4,889$3.9M$227K
Metropolitan Life Insurance CompanyShort-term disability, Long-term disability5,296$2.5M$57K
Fidelity Security Life Insurance CompanyVision10,250$865K—
Metropolitan General Insurance CompanyLegal589$237K$17K

Pharmacy benefit estimate

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

$13.6M/ year

Estimated prescription spend: 5,731 participants × $2,371 national average per member. Usually higher once dependents are counted.

$353K–$871K/ year

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

Brands with a generic available$103K–$258K
Lower-cost therapeutic alternatives$151K–$315K
Generic pricing vs. actual cost$65K–$196K
PBM contract terms$34K–$102K
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
Lonza USA Inc.
Sponsor EIN
85-3984443
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 85-3984443 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
The Lonza US Savings Plan
Type
401(k) plan
Participants
7,746

About this data

Source: Lonza USA 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 Lonza USA Inc..

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