Loretto Management Corporation
Overview
Loretto Management Corporation sponsors a self-funded health plan that covered 2,257 participants in plan year 2025. 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
- 2,257 · prior year 419
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Loretto Management Corporation Health and Welfare Benefit Plan, plan 506 (2,257 participants)
- Broker compensation
- $54K 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, Short-term disability, Long-term disability, Ee/spouse/ Child Critical Illness | 1,658 | $550K | $54K |
| Metropolitan Life Insurance Company | Vision | 1,374 | $68K | — |
| Employee Services, Inc. | Employee Assistance Program | 2,076 | $39K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,257 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
- Loretto Management Corporation
- Sponsor EIN
- 22-2873640
- Plan number
- 506
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 22-2873640 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Loretto Employee 401(k) Savings Plan
- Type
- 401(k) plan
- Participants
- 923
About this data
Source: Loretto Management Corporation'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 Loretto Management Corporation.