Savatree, LLC
Overview
Savatree, LLC sponsors a self-funded health plan that covered 2,907 participants in plan year 2024. The plan year starts in April. 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
- 2,907
- Plan year
- Begins April 1 · next renewal April 2027
- Health plans filed
- Savatree, LLC Employee Benefits Plan, plan 501 (2,907 participants)
- Broker compensation
- $400K 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 |
|---|---|---|---|---|
| Unum Life Insurance Company of America | Life, Short-term disability, Long-term disability, Select Short Term Disability | 2,774 | $946K | $243K |
| First Unum Life Insurance Company | Lifestyle AD&D, Lifestyle Life | 584 | $352K | $91K |
| Provident Life and Casualty Insurance Company | Critical Illness, Accident | 581 | $236K | $58K |
| National Guardian Life Insurance Company | Dental, Vision | 65 | $48K | $7K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,907 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
- Savatree, LLC
- Sponsor EIN
- 13-3257374
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 13-3257374 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Savatree, LLC
- Type
- 401(k) plan
- Participants
- 3,818
About this data
Source: Savatree, LLC'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 Savatree, LLC.