The Marzetti Company
Overview
The Marzetti Company sponsors a self-funded health plan that covered 3,784 participants in plan year 2025, up 36% 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
- 3,784 · prior year 2,774
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- The Marzetti Company Employee Health and Welfare Plan, plan 502 (3,784 participants)
- Stop-loss carrier
- Sun Life Assurance Company of Canada; United Healthcare Insurance Company Hartford CT; United Healthcare Insurance Company Hartford CT
- Broker compensation
- $272K 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 |
|---|---|---|---|---|
| United Healthcare Insurance Company Hartford CT | Stop-loss | 1,966 | $3.2M | — |
| Reliance Standard Life Insurance Company | Long-term disability, Life, Critical Illness, Accidental Death and Dismemberment, Hospital Indemnity, Short-term disability, Accident | 3,276 | $2.7M | $254K |
| Vision Service Plan | Vision | 2,108 | $232K | — |
| Sun Life Assurance Company of Canada | Stop-loss | 110 | $116K | $18K |
| United Behavioral Health DBA Optum | Employee Assistance Program | 3,473 | $51K | — |
| National Union Fire Ins. Co. of Pittsburgh, PA | Business Travel Accident | 3,499 | — | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 3,784 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 Marzetti Company
- Sponsor EIN
- 13-1955943
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 13-1955943 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- The Marzetti Company 401(k) Plan
- Type
- 401(k) plan
- Participants
- 4,348
About this data
Source: The Marzetti Company'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 Marzetti Company.