Planet Equity Group, LLC
Overview
Planet Equity Group, LLC sponsors a self-funded health plan that covered 821 participants in plan year 2025, down 45% 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
- 821 · prior year 1,500
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Planet Equity Group, LLC Welfare Benefits Plan, plan 503 (821 participants)
- Stop-loss carrier
- Wellpoint
- Broker compensation
- $71K 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 |
|---|---|---|---|---|
| Wellpoint | Stop-loss | 636 | $774K | — |
| Lincoln National Life Insurance Company | Short-term disability, Long-term disability, Life | 676 | $311K | $31K |
| The Lincoln National Life Insurance Company | Hospital Indemnity, Critical Illness, Accident | 272 | $116K | $30K |
| UnitedHealthcare Insurance Company | Vision | 1,170 | $66K | $7K |
| MetLife Legal Plans | Group Legal Services | 69 | $18K | $4K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 821 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
- Planet Equity Group, LLC
- Sponsor EIN
- 46-1996256
- Plan number
- 503
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 46-1996256 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Planet Equity Group, LLC 401(k) Plan
- Type
- 401(k) plan
- Participants
- 1,832
About this data
Source: Planet Equity Group, 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 Planet Equity Group, LLC.