Shambaugh & Son, L.P.
Overview
Shambaugh & Son, L.P. sponsors a self-funded health plan that covered 1,003 participants in plan year 2025, down 8% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports dental, vision, short-term disability, long-term disability.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,003 · prior year 1,084
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Shambaugh & Son, L.P. Group Health & Welfare Benefits Plan, plan 503 (1,003 participants)
- Broker compensation
- $81K 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 |
|---|---|---|---|---|
| The Guardian Life Insurance Company of America | Vision | 991 | $287K | $52K |
| The Guardian Insurance Company of America | Long-term disability | 1,003 | $134K | $29K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,003 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
- Shambaugh & Son, L.P.
- Sponsor EIN
- 35-0965412
- Plan number
- 503
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 35-0965412 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: Shambaugh & Son, L.P.'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 Shambaugh & Son, L.P..