Morrison, Ekre & Bart Management Services, Inc.
Overview
Morrison, Ekre & Bart Management Services, Inc. sponsors a self-funded health plan that covered 1,257 participants in plan year 2025, up 4% from the prior year. The plan year starts in April. 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
- 1,257 · prior year 1,214
- Plan year
- Begins April 1 · next renewal April 2027
- Health plans filed
- Morrison, Ekre & Bart Management Services, Inc. Welfare Benefit Plan, plan 501 (1,257 participants)
- Broker compensation
- $145K 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 |
|---|---|---|---|---|
| Delta Dental of Arizona | Dental | 697 | $544K | $28K |
| United of Omaha Life Insurance Company | Short-term disability, Long-term disability | 400 | $308K | $65K |
| Unum Life Insurance Company of America | Life, Long-term disability | 1,215 | $224K | $17K |
| UnitedHealthcare Insurance Company | Accident, Critical Illness, Hospital | 533 | $143K | $21K |
| Metropolitan Life Insurance Company | Vision | 1,227 | $82K | $7K |
| Teladoc Health, Inc. | Telehealth | 1,481 | $41K | $6K |
| Jorgensen Healthcare Associates Inc., DBA Jorgenson Brooks Group | Employee Assistance Program | 1,327 | $21K | $1K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,257 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
- Morrison, Ekre & Bart Management Services, Inc.
- Sponsor EIN
- 86-0845708
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 86-0845708 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan
- Type
- 401(k) plan
- Participants
- 1,360
About this data
Source: Morrison, Ekre & Bart Management Services, 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 Morrison, Ekre & Bart Management Services, Inc..