Stafford Management Company, LLC
Overview
Stafford Management Company, LLC sponsors a self-funded health plan that covered 1,187 participants in plan year 2025, up 55% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,187 · prior year 766
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Stafford Management Company, LLC Health and Welfare Plans, plan 501 (1,187 participants)
- Broker compensation
- $77K 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 |
|---|---|---|---|---|
| Delta Dental of Massachusetts | Dental | 1,081 | $426K | $8K |
| Reliance Standard Life Insurance Company | Life, Long-term disability, Accident, Hospital Indemnity, Critical Illness | 863 | $155K | $29K |
| Fidelity Security Life Insurance Company | Vision | 978 | $70K | $3K |
| Trustmark Insurance Company | Life | 183 | $49K | $37K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,187 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
- Stafford Management Company, LLC
- Sponsor EIN
- 20-5511698
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 20-5511698 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Stafford Management, LLC 401(k) Plan
- Type
- 401(k) plan
- Participants
- 2,270
About this data
Source: Stafford Management Company, 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 Stafford Management Company, LLC.