The Sundt Companies, Inc.

Tucson, AZ Holding companiesNAICS 551112

Self-funded health planPlan year 2025Renews January
4,595Participants+18% vs. prior year
$10.9MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#2 of 5Holding companies in AZBy participants

Overview

The Sundt Companies, Inc. sponsors a self-funded health plan that covered 4,595 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, short-term disability, long-term disability.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
4,595 · prior year 3,891
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
The Sundt Companies,inc. Ancillary Benefit Plan, plan 510 (4,595 participants)
Broker compensation
$21K across insured contracts
MedicalLife insuranceDentalShort-term disabilityLong-term disabilityOther welfare benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Lincoln National Life Insurance CompanyLife, Long-term disability4,595$2.6M$21K
Cigna Health and Life Insurance CompanyVoluntary Critical Illness, Accidental Injury1,354$300K—
Cigna Health and Life Insurance Company and AffiliatesDental, HMO1,107$120K—

Pharmacy benefit estimate

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

$10.9M/ year

Estimated prescription spend: 4,595 participants × $2,371 national average per member. Usually higher once dependents are counted.

$283K–$698K/ year

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

Brands with a generic available$83K–$207K
Lower-cost therapeutic alternatives$121K–$253K
Generic pricing vs. actual cost$52K–$157K
PBM contract terms$27K–$82K
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 Sundt Companies, Inc.
Sponsor EIN
86-0923877
Plan number
510
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 86-0923877 in the Department of Labor's EFAST2 Form 5500 search.

About this data

Source: The Sundt Companies, 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 Sundt Companies, Inc..

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