Marist University
Overview
Marist University sponsors a self-funded health plan that covered 1,324 participants in plan year 2025, up 44% 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
- 1,324 · prior year 918
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Marist University Employee Benefit Plan, plan 502 (1,324 participants); Marist University Retiree Exchange Health Reimbursement Account, plan 504 (222 participants); Marist University Flexible Reimbursement Plan, plan 503 (173 participants)
- Broker compensation
- $17K 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 (u.s.) | Life, Long-term disability, Short-term disability | 2,530 | $747K | $17K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,324 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
- Marist University
- Sponsor EIN
- 14-1442493
- Plan numbers
- 502, 504, 503
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 14-1442493 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Marist University Defined Contribution Retirement Plan
- Type
- Defined contribution plan
- Participants
- 1,984
About this data
Source: Marist University'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 Marist University.