The Boucher Group, Inc.

Greenfield, WI RetailNAICS 441110

Self-funded health planPlan year 2025Renews January
1,167Participants+12% vs. prior year
$2.8MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#12 of 23Retail in WIBy participants

Overview

The Boucher Group, Inc. sponsors a self-funded health plan that covered 1,167 participants in plan year 2025, up 12% 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
1,167 · prior year 1,041
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
The Boucher Preferred Health Plan, plan 501 (1,167 participants)
Broker compensation
$44K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityDeath benefitsOther welfare benefits

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Unum Life Insurance Company of AmericaLife, Short-term disability, Long-term disability1,167$361K$35K
Delta Dental of WisconsinDental460$348K$11K
Unum Insurance CompanyAccident, Critical Illness252$91K$-4K
Wyssta Insurance Company Inc.Vision531$47K$945

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$2.8M/ year

Estimated prescription spend: 1,167 participants × $2,371 national average per member. Usually higher once dependents are counted.

$72K–$177K/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$21K–$53K
Lower-cost therapeutic alternatives$31K–$64K
Generic pricing vs. actual cost$13K–$40K
PBM contract terms$7K–$21K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
The Boucher Group, Inc.
Sponsor EIN
39-1607079
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 39-1607079 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
The Boucher Group 401(k) Profit-Sharing Savings Plan
Type
401(k) plan
Participants
1,136

About this data

Source: The Boucher 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 The Boucher Group, Inc..

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