OSI Industries, LLC
Overview
OSI Industries, LLC sponsors a self-funded health plan that covered 3,137 participants in plan year 2025, up 12% 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
- 3,137 · prior year 2,801
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- OSI Industries, LLC Group Health and Welfare Benefit Plan, plan 510 (3,137 participants); OSI Industries, LLC Fort Atkinson Union Health and Welfare Benefit Plan, plan 511 (397 participants)
- Broker compensation
- $52K 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 | Life, Long-term disability, Short-term disability | 3,137 | $1.9M | $26K |
| Vision Service Plan | Vision | 1,940 | $260K | $26K |
| Delta Dental of Wisconsin | Dental | 262 | $96K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 3,137 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
- OSI Industries, LLC
- Sponsor EIN
- 52-2399960
- Plan numbers
- 510, 511
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 52-2399960 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- OSI Industries, LLC Profit Sharing and Employees Savings Plan
- Type
- 401(k) plan
- Participants
- 3,866
About this data
Source: OSI Industries, LLC'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 OSI Industries, LLC.