O.c. Tanner Company
Overview
O.c. Tanner Company sponsors a self-funded health plan that covered 1,301 participants in plan year 2025, about the same as 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
- 1,301 · prior year 1,301
- Plan year
- Begins April 1 · next renewal April 2027
- Health plans filed
- O.c. Tanner Company Employee Benefits Plan, plan 501 (1,301 participants)
- Broker compensation
- $88K 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 |
|---|---|---|---|---|
| Hartford Life and Accident | Life, Short-term disability, Long-term disability | 1,278 | $547K | $42K |
| Reliastar Life Insurance Company | Accident, Critical Illness, Hospital | 788 | $105K | $36K |
| Vision Service Plan | Vision | 688 | $98K | — |
| Legalplans, USA | Legal | 177 | $34K | $7K |
| National Union Fire Insurance Company of Pittsburgh, PA | Business Travel Accident | 1,278 | $3K | $616 |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,301 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
- O.c. Tanner Company
- Sponsor EIN
- 87-0182665
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 87-0182665 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- O.c. Tanner Retirement & Savings Plan
- Type
- 401(k) plan
- Participants
- 1,931
About this data
Source: O.c. Tanner Company'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 O.c. Tanner Company.