Ut-Battelle, LLC
Overview
Ut-Battelle, LLC sponsors a self-funded health plan that covered 10,665 participants in plan year 2025, up 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
- 10,665 · prior year 10,219
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Oak Ridge National Laboratories Welfare Benefit Wrap Plan, plan 510 (10,665 participants)
- Broker compensation
- $370K 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 |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Life | 6,806 | $14.7M | $173K |
| Arag Insurance Company | Legal | 6,146 | $686K | $89K |
| Zurich American Insurance Company | Accidental Death & Dismemberment | 7,004 | $538K | $108K |
| Magellan Healthcare | Employee Assistance Program | 7,442 | $191K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 10,665 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
- Ut-Battelle, LLC
- Sponsor EIN
- 62-1788235
- Plan number
- 510
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 62-1788235 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Pension Plan for Employees at Ornl
- Type
- Pension plan
- Participants
- 13,024
About this data
Source: Ut-Battelle, LLC'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 Ut-Battelle, LLC.