Metasource, LLC

Draper, UT Business servicesNAICS 561420

Self-funded health planPlan year 2025Renews January
650Participants0% vs. prior year
$1.5MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#5 of 5Business services in UTBy participants

Overview

Metasource, LLC sponsors a self-funded health plan that covered 650 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
650 · prior year 650
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Metasource, LLC, plan 501 (650 participants)
Broker compensation
$52K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityDeath benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Sun Life Assurance Company of CanadaDental, Life, Short-term disability, Long-term disability616$527K$49K
UnitedHealthcare Insurance CompanyVision340$33K$3K

Pharmacy benefit estimate

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

$1.5M/ year

Estimated prescription spend: 650 participants × $2,371 national average per member. Usually higher once dependents are counted.

$40K–$99K/ year

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

Brands with a generic available$12K–$29K
Lower-cost therapeutic alternatives$17K–$36K
Generic pricing vs. actual cost$7K–$22K
PBM contract terms$4K–$12K
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
Metasource, LLC
Sponsor EIN
26-0771758
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 26-0771758 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Metasource, LLC 401(k) Plan
Type
401(k) plan
Participants
812

About this data

Source: Metasource, LLC'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 Metasource, LLC.

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