Urus Group, LP

Madison, WI Finance & insuranceNAICS 524290

Self-funded health planPlan year 2025Renews January
1,094Participants-4% vs. prior year
$2.6MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#10 of 18Finance & insurance in WIBy participants

Overview

Urus Group, LP sponsors a self-funded health plan that covered 1,094 participants in plan year 2025, down 4% from the prior year. The plan year starts in January. 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
1,094 · prior year 1,143
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Urus Group, LP Health & Welfare Benefits Plan, plan 501 (1,094 participants)
Broker compensation
$136K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityDeath benefitsOther welfare benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Sun Life Assurance Company of CanadaLife, Long-term disability837$691K$112K
Vision Service PlanVision557$68K—

Pharmacy benefit estimate

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

$2.6M/ year

Estimated prescription spend: 1,094 participants × $2,371 national average per member. Usually higher once dependents are counted.

$67K–$166K/ year

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

Brands with a generic available$20K–$49K
Lower-cost therapeutic alternatives$29K–$60K
Generic pricing vs. actual cost$12K–$37K
PBM contract terms$6K–$19K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
Urus Group, LP
Sponsor EIN
83-2013330
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 83-2013330 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Urus Group LP 401(k) Retirement Plan
Type
401(k) plan
Participants
2,502

About this data

Source: Urus Group, LP'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 Urus Group, LP.

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