Stonegate Senior Living LP
Overview
Stonegate Senior Living LP sponsors a self-funded health plan that covered 2,280 participants in plan year 2025, down 14% 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
- 2,280 · prior year 2,652
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Stonegate Senior Living LP Wrap Plan, plan 501 (2,280 participants); Stonegate Senior Living Employee Benefit Plan, plan 502 (1,924 participants)
- Broker compensation
- $146K 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 |
|---|---|---|---|---|
| Reliance Standard Life Insurance Company | Dental, Vision, Short-term disability, Life, Voluntary Accident, AD&D, Voluntary Critical Illness, Voluntary Hospital Indemnity, Long-term disability | 2,248 | $1.1M | $146K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,280 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
- Stonegate Senior Living LP
- Sponsor EIN
- 75-2961469
- Plan numbers
- 501, 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 75-2961469 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Stonegate Senior Living, LP 401(k) Plan
- Type
- 401(k) plan
- Participants
- 1,998
About this data
Source: Stonegate Senior Living 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 Stonegate Senior Living LP.