The Ware Group LLC

Portland, OR Wholesale tradeNAICS 423700

Self-funded health planPlan year 2025Renews September
555ParticipantsFirst year on file
$1.3MEst. pharmacy spend / yrParticipants × national avg.
Sep 2027Next renewalPlan year begins September 1
#7 of 7Wholesale trade in ORBy participants

Overview

The Ware Group LLC sponsors a self-funded health plan that covered 555 participants in plan year 2025. The plan year starts in September. 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
555
Plan year
Begins September 1 · next renewal September 2027
Health plans filed
Ware Group Benefits Plan, plan 501 (555 participants)
Broker compensation
$66K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityOther welfare benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Standard Insurance CompanyDental, Life, Short-term disability, Long-term disability569$282K$64K
Humana Insurance CompanyVision445$21K$2K

Pharmacy benefit estimate

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

$1.3M/ year

Estimated prescription spend: 555 participants × $2,371 national average per member. Usually higher once dependents are counted.

$34K–$84K/ year

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

Brands with a generic available$10K–$25K
Lower-cost therapeutic alternatives$15K–$31K
Generic pricing vs. actual cost$6K–$19K
PBM contract terms$3K–$10K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning September 2027: 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 Ware Group LLC
Sponsor EIN
26-3590999
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 26-3590999 in the Department of Labor's EFAST2 Form 5500 search.

About this data

Source: The Ware Group LLC'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 Ware Group LLC.

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