Matthews International Corporation
Overview
Matthews International Corporation sponsors a self-funded health plan that covered 4,336 participants in plan year 2025, down 4% 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
- 4,336 · prior year 4,517
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Matthews International Corporation Employees Group Insurance Plan, plan 501 (4,336 participants)
- Broker compensation
- $299K 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 |
|---|---|---|---|---|
| Lincoln National Life Insurance Company | Life, Short-term disability, Long-term disability | 4,336 | $4.2M | $55K |
| United Concordia Insurance Company | Dental | 5,534 | $1.6M | $84K |
| The Lincoln National Life Insurance Company | Accident, Critical Illness, Hospital | 1,141 | $660K | $150K |
| Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co. | Vision | 4,548 | $442K | — |
| Highmark Inc. | Medicare Advantage | 143 | $398K | — |
| Transamerica Life Insurance Company | Life | 221 | $122K | $10K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 4,336 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
- Matthews International Corporation
- Sponsor EIN
- 25-0644320
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 25-0644320 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Matthews International Corporation 401(k) Plan
- Type
- 401(k) plan
- Participants
- 5,387
About this data
Source: Matthews International 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 Matthews International Corporation.