Trek Bicycle Corporation
Overview
Trek Bicycle Corporation sponsors a self-funded health plan that covered 1,669 participants in plan year 2025, down 18% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, long-term disability, death benefits.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,669 · prior year 2,028
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Trek Bicycle Corporation, ITS Subsidiaries and Associated Companies, plan 501 (1,669 participants)
- Stop-loss carrier
- UnitedHealthcare Stop Loss-United Health
- Broker compensation
- $184K 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 Stop Loss-United Health | Stop-loss | 1,510 | $2.2M | — |
| Delta Dental of Wisconsin | Dental | 1,075 | $1.1M | $143K |
| Hartford Life and Accident | Accident, Hospital Indemnity, Life, Long-term disability | 2,281 | $736K | $41K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,669 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
- Trek Bicycle Corporation
- Sponsor EIN
- 39-1237359
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 39-1237359 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Trek Bicycle Corporation 401(k) Plan
- Type
- 401(k) plan
- Participants
- 3,842
About this data
Source: Trek Bicycle Corporation'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 Trek Bicycle Corporation.


