Wellesley College
Overview
Wellesley College sponsors a self-funded health plan that covered 1,198 participants in plan year 2025, up 6% 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
- 1,198 · prior year 1,131
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Wellesley College Employee Welfare Benefits Plan, plan 502 (1,198 participants); Wellesley College Health Care Reimbursement Plan, plan 514 (165 participants)
- Broker compensation
- $5K 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, Long-term disability, Short-term disability, Leave Services | 1,109 | $687K | — |
| Eyemed Vision Care, Fidelity Security Life Insurance Co. | Vision | 945 | $62K | — |
| Metropolitan General Insurance Company | Legal | 157 | $42K | $5K |
| Delta Dental of Massachusetts | Dental | 97 | $39K | — |
| Allone Health EAP, LLC | EAP | 1,150 | $25K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,198 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
- Wellesley College
- Sponsor EIN
- 04-2103637
- Plan numbers
- 502, 514
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 04-2103637 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Wellesley College 403(b) Retirement Plan
- Type
- Defined contribution plan
- Participants
- 3,804
About this data
Source: Wellesley College'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 Wellesley College.