Form 5500 · Employee benefit plan · MCLEAN, VA
BOOZ ALLEN HAMILTON INC.
The filing calls this plan BOOZ ALLEN HAMILTON INC. WELFARE BENEFITS PLAN.
Public Form 5500 records show how BOOZ ALLEN HAMILTON INC. of MCLEAN, VA, a professional services employer, structures its employee benefits. Its broker of record is BUCK GLOBAL, LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. and 12 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-2513626 · plan 501 · plan year 2024, filed Aug 26, 2025
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1,326 other employer plans in Virginia have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: the largest of the 9 insured health contracts, with KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC., covers 3,010 of 34,528 participants (8.7%) on Schedule A.
Dental: the largest of the 3 insured dental contracts, with AETNA LIFE INSURANCE COMPANY, covers 325 of 34,528 participants (0.9%) on Schedule A.
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 17 insured contracts covering health, dental, vision, life and disability.
Reported premium across the insured contracts is $75,660,899, with $1,659,575 in disclosed broker commissions — about 2.2% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
BUCK GLOBAL, LLC is the broker of record on 3 of the 17 contracts; the rest name a different broker or none.
13 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC., PRUDENTIAL INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE COMPANY and KAISER FOUNDATION HEALTH PLAN, INC.. KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life | 34,719 | Jan 1, 2025 | $13,788,277 | $827,297 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 11,622 | Jan 1, 2025 | $5,936,145 | $356,095 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 2,111 | Jan 1, 2025 | $5,656,355 | $169,702 |
| DELAWARE AMERICAN LIFE INSURANCE OF AMERICA | Life | 1,100 | Jan 1, 2025 | $1,012,575 | $111,383 |
| ACE AMERICAN INSURANCE COMPANY | — | 35,879 | Jan 1, 2025 | $956,056 | $95,660 |
| FEDERAL INSURANCE COMPANY | — | 35,866 | Jan 1, 2025 | $905,360 | $54,322 |
| FEDERAL INSURANCE COMPANY | — | 8,633 | Jan 1, 2025 | $751,933 | $45,116 |
| KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | Health | 3,010 | Jan 1, 2025 | $19,964,357 | $0 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental | 325 | Jan 1, 2025 | $8,656,098 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 912 | Jan 1, 2025 | $6,277,970 | $0 |
| VISION SERVICE PLAN | Vision | 23,166 | Jan 1, 2025 | $4,665,849 | $0 |
| HMSA | Health, Vision | 345 | Jan 1, 2025 | $1,950,919 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 201 | Jan 1, 2025 | $1,552,897 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 203 | Jan 1, 2025 | $1,060,136 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 134 | Jan 1, 2025 | $957,779 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | Health | 131 | Jan 1, 2025 | $926,288 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 529 | Jan 1, 2025 | $641,905 | $0 |
Premium and claims on these contracts
AETNA LIFE INSURANCE COMPANY, contract 0800105. For the contract year on this filing, the carrier reported $8,656,098 in premium earned and $5,786,514 in claims incurred. Dividing one by the other gives 67%.
VISION SERVICE PLAN, contract 30059922. For the contract year on this filing, the carrier reported $4,665,849 in premium earned and $4,273,523 in claims incurred. Dividing one by the other gives 92%.
AETNA LIFE INSURANCE COMPANY, contract 0800105. For the contract year on this filing, the carrier reported $641,905 in premium earned and $525,368 in claims incurred. Dividing one by the other gives 82%.
- AETNA LIFE INSURANCE COMPANY, contract 0800105 reported $969,974 in retention.
- VISION SERVICE PLAN, contract 30059922 reported $583,232 in retention.
- AETNA LIFE INSURANCE COMPANY, contract 0800105 reported $104,031 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Other plans filed by this employer
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