The Boldt Group
Overview
The Boldt Group sponsors a self-funded health plan that covered 2,221 participants in plan year 2025, up 18% 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
- 2,221 · prior year 1,881
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- The Boldt Group Health & Welfare Plan, plan 501 (2,221 participants)
- Stop-loss carrier
- Reliastar Life Insurance Company
- Broker compensation
- $49K 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 |
|---|---|---|---|---|
| Reliastar Life Insurance Company | Stop-loss | 646 | $1.1M | — |
| Life Insurance Company of North America | Life, Long-term disability, AD&D and Voluntary AD&D | 764 | $636K | $44K |
| Wyssta Insurance Company Inc. | Vision | 553 | $70K | $6K |
| Empathia, Inc. | Employee Assistance Program | 2,071 | $37K | — |
| Federal Insurance Company | BTA | 815 | — | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,221 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
- The Boldt Group
- Sponsor EIN
- 39-0174190
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 39-0174190 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: The Boldt Group'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 The Boldt Group.