Sweetwater Sound, LLC
Overview
Sweetwater Sound, LLC sponsors a self-funded health plan that covered 2,252 participants in plan year 2025, down 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
- 2,252 · prior year 2,445
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Sweetwater Sound Health and Welfare Benefit Plan, plan 509 (2,252 participants)
- Broker compensation
- $199K 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 Indiana | Dental | 3,211 | $1.1M | $112K |
| American United Life Insurance Company | Life, Short-term disability, Long-term disability | 2,252 | $592K | $77K |
| Eyemed Vision Care on Behalf of Fidelity Security Life Insurance. Co. | Vision | 2,557 | $153K | — |
| Sun Life Assurance Company of Canada | Accident | 480 | $60K | $9K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,252 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
- Sweetwater Sound, LLC
- Sponsor EIN
- 35-2023299
- Plan number
- 509
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 35-2023299 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Sweetwater 401(k) and Profit Sharing Plan
- Type
- 401(k) plan
- Participants
- 3,340
About this data
Source: Sweetwater Sound, 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 Sweetwater Sound, LLC.