Metso USA, Inc.

Brookfield, WI ManufacturingNAICS 333200

Self-funded health planPlan year 2025Renews January
1,378Participants+24% vs. prior year
$3.3MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#37 of 95Manufacturing in WIBy participants

Overview

Metso USA, Inc. sponsors a self-funded health plan that covered 1,378 participants in plan year 2025, up 24% 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
1,378 · prior year 1,115
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Metso USA Inc. Health and Welfare Plan, plan 501 (1,378 participants)
Broker compensation
$304K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityDeath benefitsOther welfare benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
The Lincoln National Life Insurance CompanyShort-term disability, Long-term disability911$1.3M$153K
Prudential Insurance Company of AmericaLife2,546$1.1M$27K
Transamerica Premier Life Insurance CompanyMedical223$505K$104K
Humana Insurance CompanyMedical280$396K$17K
Eyemed Vision Care on Behalf of the Fidelity Security Life Ins. Co.Vision1,670$124K$3K
Health Advocate Solutions Inc.Employee Assistance Program942$14K—

Pharmacy benefit estimate

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

$3.3M/ year

Estimated prescription spend: 1,378 participants × $2,371 national average per member. Usually higher once dependents are counted.

$85K–$209K/ year

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

Brands with a generic available$25K–$62K
Lower-cost therapeutic alternatives$36K–$76K
Generic pricing vs. actual cost$16K–$47K
PBM contract terms$8K–$25K
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
Metso USA, Inc.
Sponsor EIN
88-0298664
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 88-0298664 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Metso Retirement Savings Plan
Type
401(k) plan
Participants
1,592

About this data

Source: Metso USA, 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 Metso USA, Inc..

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