Ulta, Inc.

Bolingbrook, IL RetailNAICS 446120

Self-funded health planPlan year 2024Renews May
6,366ParticipantsFirst year on file
$15.1MEst. pharmacy spend / yrParticipants × national avg.
May 2027Next renewalPlan year begins May 1
#3 of 19Retail in ILBy participants

Overview

Ulta, Inc. sponsors a self-funded health plan that covered 6,366 participants in plan year 2024. The plan year starts in May. Alongside medical, its benefits filing reports dental, vision, short-term disability, death benefits.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
6,366
Plan year
Begins May 1 · next renewal May 2027
Health plans filed
Ulta Beauty Texas Injury Benefit Plan, plan 503 (6,366 participants)
MedicalDentalVisionShort-term disabilityDeath benefitsOther welfare benefits

Pharmacy benefit estimate

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

$15.1M/ year

Estimated prescription spend: 6,366 participants × $2,371 national average per member. Usually higher once dependents are counted.

$392K–$968K/ year

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

Brands with a generic available$115K–$287K
Lower-cost therapeutic alternatives$168K–$350K
Generic pricing vs. actual cost$72K–$217K
PBM contract terms$38K–$113K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning May 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2024
Plan sponsor
Ulta, Inc.
Sponsor EIN
46-1142752
Plan number
503
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 46-1142752 in the Department of Labor's EFAST2 Form 5500 search.

About this data

Source: Ulta, Inc.'s Form 5500 filing for plan year 2024 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 Ulta, Inc..

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