Penn United Technologies, Inc.

Saxonburg, PA ManufacturingNAICS 332110

Self-funded health planPlan year 2025Renews January
663Participants+4% vs. prior year
$1.6MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#86 of 105Manufacturing in PABy participants

Overview

Penn United Technologies, Inc. sponsors a self-funded health plan that covered 663 participants in plan year 2025, up 4% 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
663 · prior year 637
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Penn United Technologies, Inc. Welfare Benefit Plan, plan 501 (663 participants); Penn United Technologies, Inc. Flexible Benefit Plan, plan 520 (211 participants)
Broker compensation
$16K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityOther welfare benefits

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Delta Dental of PennsylvaniaDental1,453$369K—
Lincoln National Life Insurance CompanyLife, Long-term disability663$161K$3K
Metropolitan Life Insurance CompanyVision1,435$93K—
The Lincoln National Life Insurance CompanyGroup Accident, Hospital Indemnity, Critical Illness128$57K$13K

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$1.6M/ year

Estimated prescription spend: 663 participants × $2,371 national average per member. Usually higher once dependents are counted.

$41K–$101K/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$12K–$30K
Lower-cost therapeutic alternatives$17K–$36K
Generic pricing vs. actual cost$8K–$23K
PBM contract terms$4K–$12K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
Penn United Technologies, Inc.
Sponsor EIN
25-1215115
Plan numbers
501, 520
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 25-1215115 in the Department of Labor's EFAST2 Form 5500 search.

About this data

Source: Penn United Technologies, 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 Penn United Technologies, Inc..

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