T Rowe Price Group, Inc.
Overview
T Rowe Price Group, Inc. sponsors a self-funded health plan that covered 6,733 participants in plan year 2025, about the same as 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
- 6,733 · prior year 6,747
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- T Rowe Price Group Inc. Health & Welfare Benefits Plan, plan 501 (6,733 participants); T Rowe Price Group Inc. Retiree Health Benefit Plan, plan 507 (278 participants)
- Broker compensation
- $203K 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 |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Life | 9,461 | $3.9M | — |
| Hartford Life and Accident | Long-term disability | 6,437 | $2.0M | $30K |
| Aetna Life Insurance Co. | Accident, Critical Illness and Hospital | 3,463 | $1.3M | $154K |
| Prudential Insurance Company of America | Long Term Care | 162 | $413K | — |
| MetLife Legal Plans | Legal | 564 | $132K | $13K |
| Ace American Insurance Company | Business Travel Accident | 6,397 | $38K | $6K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 6,733 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
- T Rowe Price Group, Inc.
- Sponsor EIN
- 52-2264646
- Plan numbers
- 501, 507
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 52-2264646 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- T. Rowe Price U.S. Retirement Program
- Type
- 401(k) plan
- Participants
- 12,087
About this data
Source: T Rowe Price Group, Inc.'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 T Rowe Price Group, Inc..