True Value Company
Overview
True Value Company sponsors a self-funded health plan that covered 1,535 participants in plan year 2025, down 34% from the prior year. The plan year starts in July. Alongside medical, its benefits filing reports life insurance, dental, short-term disability, death benefits.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,535 · prior year 2,325
- Plan year
- Begins July 1 · next renewal July 2027
- Health plans filed
- True Value Company Disability Income and Health Plan, plan 501 (1,535 participants)
- Broker compensation
- $16K 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 |
|---|---|---|---|---|
| Lincoln National Life Insurance Company | Life | 1,617 | $181K | $16K |
| Unum Life Insurance Company of America | Life | 432 | $3K | $451 |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,535 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
- True Value Company
- Sponsor EIN
- 36-2099896
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 36-2099896 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- True Value Company, L.l.c. Savings and Compensation Deferral Plan
- Type
- 401(k) plan
- Participants
- 2,878
About this data
Source: True Value Company'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 True Value Company.