Rockwell Automation, Inc.
Overview
Rockwell Automation, Inc. sponsors a self-funded health plan that covered 9,804 participants in plan year 2024. The plan year starts in October. 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
- 9,804
- Plan year
- Begins October 1 · next renewal October 2027
- Health plans filed
- Rockwell Automation, Inc. Employee Health Plan, plan 800 (9,804 participants)
- Stop-loss carrier
- Sun Life Assurance Company of Canada
- Broker compensation
- $162K 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 |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Life | 12,767 | $5.5M | $32K |
| Prudential Insurance Company of America | Short-term disability, Long-term disability | 6,092 | $1.8M | $57K |
| Sun Life Assurance Company of Canada | Stop-loss | 6,683 | $950K | $21K |
| Cigna Health and Life Insurance Company | Medical, Dental | 34 | $460K | $52K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 9,804 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
- Rockwell Automation, Inc.
- Sponsor EIN
- 25-1797617
- Plan number
- 800
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 25-1797617 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Rockwell Automation Retirement Savings Plan
- Type
- 401(k) plan
- Participants
- 15,827
About this data
Source: Rockwell Automation, Inc.'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 Rockwell Automation, Inc..