Offit Kurman, P.A.
Overview
Offit Kurman, P.A. sponsors a self-funded health plan that covered 574 participants in plan year 2024. The plan year starts in July. 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
- 574
- Plan year
- Begins July 1 · next renewal July 2027
- Health plans filed
- Offit Kurman, P.A. Employee Benefit Plan, plan 501 (574 participants)
- Broker compensation
- $69K 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 |
|---|---|---|---|---|
| Reliance Standard Life Insurance Company | Life, Short-term disability, Long-term disability | 526 | $601K | $51K |
| Delta Dental of Pennsylvania | Dental | 655 | $251K | $13K |
| Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co. | Vision | 541 | $49K | $5K |
| Janus Associates, Inc. DBA BHS | Employee Assistance Program | 538 | $13K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 574 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 2024
- Plan sponsor
- Offit Kurman, P.A.
- Sponsor EIN
- 52-1518021
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 52-1518021 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Offit Kurman, P.A. 401(k) Profit Sharing Plan
- Type
- 401(k) plan
- Participants
- 735
About this data
Source: Offit Kurman, P.A.'s Form 5500 filing for plan year 2024 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 Offit Kurman, P.A..


