Wright Investments, Inc.

Memphis, TN Real estateNAICS 531310

Self-funded health planPlan year 2025Renews January
508ParticipantsPrior year not comparable
$1.2MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#5 of 5Real estate in TNBy participants

Overview

Wright Investments, Inc. sponsors a self-funded health plan that covered 508 participants in plan year 2025. The plan year starts in January. Alongside medical, its benefits filing reports short-term disability, long-term disability.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
508 · prior year 100
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Wright Investment Properties Health and Welfare Plan, plan 501 (508 participants)
Broker compensation
$140 across insured contracts
MedicalShort-term disabilityLong-term disability

Pharmacy benefit estimate

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

$1.2M/ year

Estimated prescription spend: 508 participants × $2,371 national average per member. Usually higher once dependents are counted.

$31K–$77K/ year

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

Brands with a generic available$9K–$23K
Lower-cost therapeutic alternatives$13K–$28K
Generic pricing vs. actual cost$6K–$17K
PBM contract terms$3K–$9K
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
Wright Investments, Inc.
Sponsor EIN
62-1144800
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 62-1144800 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Wright Investments, Inc. Retirement Plan
Type
401(k) plan
Participants
661

About this data

Source: Wright Investments, Inc.'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 Wright Investments, Inc..

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