SDI Services LLC

Scottsdale, AZ Health careNAICS 621510

Self-funded health planPlan year 2025Renews January
559Participants-4% vs. prior year
$1.3MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#38 of 40Health care in AZBy participants

Overview

SDI Services LLC sponsors a self-funded health plan that covered 559 participants in plan year 2025, down 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
559 · prior year 579
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
SDI Services LLC Welfare Benefit Plan, plan 502 (559 participants)
Broker compensation
$44K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disability

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Principal Life Insurance CompanyDental, Vision, Life, PPO886$454K$33K
Hartford Life and AccidentShort-term disability, Long-term disability464$271K$10K

Pharmacy benefit estimate

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

$1.3M/ year

Estimated prescription spend: 559 participants × $2,371 national average per member. Usually higher once dependents are counted.

$34K–$85K/ year

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

Brands with a generic available$10K–$25K
Lower-cost therapeutic alternatives$15K–$31K
Generic pricing vs. actual cost$6K–$19K
PBM contract terms$3K–$10K
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
SDI Services LLC
Sponsor EIN
82-2865603
Plan number
502
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 82-2865603 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
SDI Services LLC 401(k) Plan
Type
401(k) plan
Participants
811

About this data

Source: SDI Services 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 SDI Services LLC.

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