Macquarie Holdings U.S.a. Inc.
Overview
Macquarie Holdings U.S.a. Inc. sponsors a self-funded health plan that covered 2,881 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, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 2,881 · prior year 2,881
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Macquarie Holdings USA Inc. Welfare Benefits Plan, plan 501 (2,881 participants); Macquarie Holdings USA Inc. Section 125 Pre-Tax Salary Reduction Health Care Reimbursement Plan, plan 506 (338 participants)
- Broker compensation
- $50K 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 |
|---|---|---|---|---|
| Aetna Life Insurance Co. | Dental, Vision | 5,386 | $4.5M | — |
| Lincoln National Life Insurance Company | Long-term disability, Life | 2,731 | $2.4M | $37K |
| Spring Health | Employee Assistance Program | 2,863 | $524K | — |
| MetLife Legal Plans | Legal | 539 | $127K | $13K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,881 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
- Macquarie Holdings U.S.a. Inc.
- Sponsor EIN
- 13-3789912
- Plan numbers
- 501, 506
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 13-3789912 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Macquarie Holdings (USA) Inc. 401(k) Plan and Trust
- Type
- 401(k) plan
- Participants
- 3,934
About this data
Source: Macquarie Holdings U.S.a. 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 Macquarie Holdings U.S.a. Inc..