The University of the South
Overview
The University of the South sponsors a self-funded health plan that covered 680 participants in plan year 2025, up 7% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports dental.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 680 · prior year 634
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- The University of the South Retirement Healthcare Savings Program, plan 501 (680 participants)
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Aetna Life Insurance Company | Prescription drug, PPO, Dental | 69 | $252K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 680 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 University of the South
- Sponsor EIN
- 62-0475697
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 62-0475697 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: The University of the South'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 University of the South.