Southern Methodist University
Overview
Southern Methodist University sponsors a self-funded health plan that covered 5,524 participants in plan year 2025, up 8% 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
- 5,524 · prior year 5,106
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Southern Methodist University Medical and Other Plans, plan 502 (5,524 participants)
- Broker compensation
- $315K 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 |
|---|---|---|---|---|
| Aetna Life Insurance Company | Prescription drug, PPO, Medical, Dental | 889 | $3.3M | — |
| The Standard | Life, Long-term disability | 2,739 | $1.1M | $124K |
| The Standard Supp | Life | 650 | $579K | — |
| CNA | Long Term Care | 294 | $470K | $20K |
| The Standard Voluntary (hi,ci,ai) | Employee Assistance Plan | 405 | $271K | $92K |
| VSP | Vision | 1,999 | $265K | $50K |
| The Standard AD&D | Life | 969 | $93K | — |
| Magellan Health Services Inc. | Employee Assistance Plan | 2,734 | $90K | — |
| Lifesecure Insurance Company | Long Term Care | 65 | $87K | $9K |
| The Standard Temporary Disability (short Term) | Other -Hospital Indemnity, Accident | 275 | $80K | $19K |
| The Standard DEP Life | Dependent Group Life Insurance | 486 | $60K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 5,524 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
- Southern Methodist University
- Sponsor EIN
- 75-0800689
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 75-0800689 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Southern Methodist University Retirement Plan
- Type
- Defined contribution plan
- Participants
- 4,980
About this data
Source: Southern Methodist University'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 Southern Methodist University.