Napa Management Services Corporation
Overview
Napa Management Services Corporation sponsors a self-funded health plan that covered 3,426 participants in plan year 2025, down 2% 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
- 3,426 · prior year 3,498
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Napa Management Services Corporation Health and Welfare Benefit Plan, plan 504 (3,426 participants)
- Broker compensation
- $604K 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 |
|---|---|---|---|---|
| First Unum Life Insurance Company | Life, Short-term disability, Long-term disability | 3,426 | $6.8M | $408K |
| Delta Dental of New York | Dental | 5,193 | $2.2M | — |
| Aetna Life Insurance Company | Accident, Critical Illness, Hospital | 1,867 | $837K | $170K |
| Eyemed Vision Care on Behalf of Fidelity Security Life Ins. Co. of NY | Vision | 4,330 | $272K | $25K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 3,426 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
- Napa Management Services Corporation
- Sponsor EIN
- 11-3635685
- Plan number
- 504
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 11-3635685 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Napa Management Services Corporation 401(k) Plan
- Type
- 401(k) plan
- Participants
- 5,751
About this data
Source: Napa Management Services Corporation'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 Napa Management Services Corporation.