Montrose Memorial Hospital
Overview
Montrose Memorial Hospital sponsors a self-funded health plan that covered 636 participants in plan year 2025, up 16% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 636 · prior year 547
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Montrose Memorial Hospital Inc., Employee Benefit Plan, plan 501 (636 participants)
- Broker compensation
- $41K 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 |
|---|---|---|---|---|
| Life Insurance Company of North America | Accidental Death & Dismemberment, Life, Long-term disability | 634 | $212K | $37K |
| Principal Life Insurance Company | Vision | 922 | $89K | $4K |
| Ameritas Life Insurance Company | Dental | 593 | $25K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 636 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
- Montrose Memorial Hospital
- Sponsor EIN
- 84-6002707
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 84-6002707 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Montrose Regional Health Retirement Savings Plan
- Type
- 401(k) plan
- Participants
- 1,081
About this data
Source: Montrose Memorial Hospital'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 Montrose Memorial Hospital.