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Form 5500 · Employee benefit plan · AUSTIN, TX

LEADINGAGE TEXAS HEALTH PLAN, INC

The filing calls this plan HPI HEALTH CARE AND BENEFITS PLAN.

Public Form 5500 records show how LEADINGAGE TEXAS HEALTH PLAN, INC of AUSTIN, TX, a health care and social assistance employer, structures its employee benefits. Coverage is written through SKYWARD. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-2482935 · plan 501 · plan year 2025, filed Aug 4, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

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.

The filing says this plan is subject to the Form M-1 requirement for multiple-employer welfare arrangements.

All participants at the start of the year
959
Active at start of year
959
Active at end of year
895
Disclosed commissions
$0
Typical renewal
January 1

Benefits declared on this filing

Healthdeclared, not on Schedule A
Dentalnot declared on this filing
Visionnot declared on this filing
Lifenot declared on this filing
Disabilitynot declared on this filing

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.

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

The filing discloses a single insured line, stop-loss, through SKYWARD, covering 868 people.

The filing declares health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

The only insured piece of the health benefit is stop-loss coverage, and the filing reports the plan paying its own claims. The premium and commission here are for the stop-loss contract, not for medical premium.

Reported premium is $1,051,526; the filing discloses no broker commission on these contracts.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
SKYWARDStop-loss868Jan 1, 2026$1,051,526$0

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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
LEADINGAGE TEXAS HEALTH PLAN, INC
EIN 84-2482935
HEALTH CARE SERVICE CORP
Claims processing · Contract administrator · EIN 36-1236610
$489,404
paid directly by the plan
VIMLY BENEFIT SOLUTIONS INC
Claims processing · Contract administrator · EIN 91-1603312
$211,703
paid directly by the plan
USI INSURANCE SERVICES
BROKER AGENT · EIN 56-1882208
$142,376
paid directly by the plan
IMAGINE360 ADMINISTRATORS, LLC
Claims processing · Contract administrator · EIN 75-1617587
$38,828
paid directly by the plan

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.

Money the plan held and paid out

Plan assets at year end
$3,741,342
Paid out in benefits
$9,092,099
Paid to insurance carriersSchedule H, line 2e(2)
$1,061,631
Independent accountantEIN 41-2899048
WIPFLI LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$38,828

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

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