The Rise Group
Overview
The Rise Group sponsors a self-funded health plan that covered 616 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
- 616 · prior year 613
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- The Rise Group Welfare Plan, plan 501 (616 participants)
- Broker compensation
- $25K 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 |
|---|---|---|---|---|
| UnitedHealthcare Insurance Company | Life, Short-term disability, Long-term disability | 676 | $376K | $25K |
| Vision Service Plan | Vision | 359 | $67K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 616 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 Rise Group
- Sponsor EIN
- 92-2774038
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 92-2774038 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Rise Group, Inc. 401(k) Plan
- Type
- 401(k) plan
- Participants
- 840
About this data
Source: The Rise 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 Rise Group.