Thrifty Retail Services, LLC DBA Serv-U-Success
Overview
Thrifty Retail Services, LLC DBA Serv-U-Success sponsors a self-funded health plan that covered 1,338 participants in plan year 2025, about the same as the prior year. The plan year starts in February. 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
- 1,338 · prior year 1,332
- Plan year
- Begins February 1 · next renewal February 2027
- Health plans filed
- Serv-U-Success Health and Welfare Benefits Plan, plan 501 (1,338 participants)
- Broker compensation
- $209K 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 of Omaha Life Insurance Company | Life, Short-term disability, Long-term disability | 1,256 | $1.2M | $145K |
| Delta Dental of Michigan | Dental | 1,442 | $466K | $48K |
| Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co. | Vision | 1,336 | $89K | $10K |
| Metropolitan General Insurance Company | Legal | 163 | $54K | $6K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,338 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
- Thrifty Retail Services, LLC DBA Serv-U-Success
- Sponsor EIN
- 27-3469063
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 27-3469063 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Serv-U-Success 401(k) Plan
- Type
- 401(k) plan
- Participants
- 1,637
About this data
Source: Thrifty Retail Services, LLC DBA Serv-U-Success'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 Thrifty Retail Services, LLC DBA Serv-U-Success.