Montefiore Medical Center
Overview
Montefiore Medical Center sponsors a self-funded health plan that covered 16,715 participants in plan year 2025. 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
- 16,715
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Montefiore Medical Center Employee Health & Welfare Benefit Plan, plan 501 (16,715 participants); Montefiore Medical Center Retiree Medical Plan, plan 503 (2,129 participants)
- Broker compensation
- $596K 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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Short-term disability, Long-term disability | 12,594 | $6.5M | $446K |
| Metropolitan Life Insurance Company | Life | 16,715 | $4.2M | $42K |
| UnitedHealthcare Insurance Company | Vision | 10,062 | $1.3M | $81K |
| Metropolitan General Insurance Company | Legal | 2,096 | $226K | $27K |
| Zurich American Insurance Company | Business Travel Accident | 16,715 | $13K | $831 |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 16,715 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
- Montefiore Medical Center
- Sponsor EIN
- 13-1740114
- Plan numbers
- 501, 503
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 13-1740114 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Montefiore Medical Center 403(b) Plan
- Type
- Defined contribution plan
- Participants
- 25,425
About this data
Source: Montefiore Medical Center'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 Montefiore Medical Center.