Schwarz Partners, LP

Carmel, IN ManufacturingNAICS 339900

Self-funded health planPlan year 2025Renews January

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1,852Participants+11% vs. prior year

$4.4MEst. pharmacy spend / yrParticipants × national avg.

Jan 2027Next renewalPlan year begins January 1

#26 of 93Manufacturing in INBy participants

Overview

Schwarz Partners, LP sponsors a self-funded health plan that covered 1,852 participants in plan year 2025, up 11% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability.

Plan type: ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants: 1,852 · prior year 1,669
Plan year: Begins January 1 · next renewal January 2027
Health plans filed: Schwarz Partners, L.P. Group Benefit Plan, plan 501 (1,852 participants)
Broker compensation: $84K across insured contracts

MedicalLife insuranceDentalVisionLong-term disabilityOther welfare benefits

Insurance carriers

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

Carrier	Coverage	Covered	Premium	Broker comp
The Lincoln National Life Insurance Company	Life, Long-term disability	1,852	$1.7M	$84K
UnitedHealthcare Insurance Company	Vision	1,107	$130K	—

Pharmacy benefit estimate

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

$4.4M/ year

Estimated prescription spend: 1,852 participants × $2,371 national average per member. Usually higher once dependents are counted.

$114K–$281K/ year

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

Brands with a generic available$33K–$83K

Lower-cost therapeutic alternatives$49K–$102K

Generic pricing vs. actual cost$21K–$63K

PBM contract terms$11K–$33K

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: Schwarz Partners, LP
Sponsor EIN: 35-1970447
Plan number: 501
Filed with: U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 35-1970447 in the Department of Labor's EFAST2 Form 5500 search.

About this data

Source: Schwarz Partners, LP'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 Schwarz Partners, LP.

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