Form 5500 · Employee benefit plan · SPRINGDALE, OH
MACY'S, INC.
The filing calls this plan MACYS, INC. WELFARE BENEFITS PLAN.
MACY'S, INC. of SPRINGDALE, OH spreads its employee benefits across 30 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is AON INSUR AGENCY LLC-JENNIFER BUCK. Coverage is written through AETNA LIFE INSURANCE COMPANY and 29 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3324058 · plan 941 · plan year 2025, filed Apr 15, 2026
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How this plan is funded
Fully insured as reported
The plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.
Benefits declared on this filing
Also declared: prepaid legal, 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 34 insured contracts covering health, dental and vision.
Reported premium across the insured contracts is $317,333,370, with $2,309,929 in disclosed broker commissions — about 0.7% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
AON INSUR AGENCY LLC-JENNIFER BUCK is the broker of record on 1 of the 34 contracts; the rest name a different broker or none.
30 carriers appear on the filing, including AETNA LIFE INSURANCE COMPANY, COMMUNITY INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY and CIGNA HEALTH AND LIFE INSURANCE COMPANY. AETNA LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| DELTA DENTAL OF OHIO | Dental | 15,606 | Jul 1, 2025 | $8,222,133 | $306,968 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 2,089 | Jul 1, 2025 | $14,089,243 | $303,320 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1,411 | Jul 1, 2025 | $12,490,126 | $249,090 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health, Dental, Vision | 8,467 | Jul 1, 2025 | $5,956,663 | $248,108 |
| MEDICAL MUTUAL | Health | 920 | Jul 1, 2025 | $10,609,226 | $213,066 |
| LEGALPLANS, USA | — | 5,784 | Jul 1, 2025 | $709,326 | $144,242 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental | 12,089 | Jul 1, 2025 | $96,687,161 | $110,629 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 26,512 | Jul 1, 2025 | $43,586,165 | $107,672 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | Health | 804 | Jul 1, 2025 | $5,131,541 | $103,059 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 4,203 | Jul 1, 2025 | $2,581,522 | $102,298 |
| HEALTH NET | Health | 427 | Jul 1, 2025 | $4,123,068 | $80,587 |
| KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | Health | 633 | Jul 1, 2025 | $3,997,916 | $79,201 |
| EYEMED VISION CARE | Vision | 14,442 | Jul 1, 2025 | $1,017,627 | $51,839 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | Health | 295 | Jul 1, 2025 | $2,573,221 | $47,563 |
| VISION SERVICE PLAN | Vision | 6,549 | Jul 1, 2025 | $874,809 | $43,869 |
| UPMC HEALTH OPTIONS | Health | 375 | Jul 1, 2025 | $2,179,020 | $43,703 |
| PRIORITY HEALTH INSURANCE COMPANY | Health | 146 | Jul 1, 2025 | $1,322,643 | $26,453 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 167 | Jul 1, 2025 | $1,357,763 | $22,954 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 91 | Jul 1, 2025 | $608,098 | $12,551 |
| ALPHA DENTAL PROGRAMS, INC. | Dental | 775 | Jul 1, 2025 | $152,906 | $6,095 |
| GEISINGER QUALITY OPTIONS, INC. | Health | 22 | Jul 1, 2025 | $176,837 | $3,537 |
| SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | Health, Dental | 184 | Jul 1, 2025 | $26,363 | $1,082 |
| DEAN HEALTH PLAN INC | Health | 13 | Jul 1, 2025 | $87,332 | $950 |
| SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | Health, Dental | 73 | Jul 1, 2025 | $13,014 | $511 |
| PREVEA360 HEALTH PLAN | Health | 3 | Jul 1, 2025 | $19,812 | $300 |
| SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | Health, Dental | 30 | Jul 1, 2025 | $6,407 | $282 |
| COMMUNITY INSURANCE COMPANY | Health | 6,355 | Jul 1, 2025 | $53,238,933 | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 3,080 | Jul 1, 2025 | $39,253,766 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 516 | Jul 1, 2025 | $3,434,678 | $0 |
| TRIPLE S SALUD, INC. | Health | 232 | Jul 1, 2025 | $1,529,599 | $0 |
| COMPSYCH CORPORATION | — | 79,558 | Jul 1, 2025 | $568,397 | $0 |
| TAKECARE | Health | 69 | Jul 1, 2025 | $502,577 | $0 |
| HAWAII DENTAL SERVICE | Dental | 530 | Jul 1, 2025 | $174,485 | $0 |
| HAWAII DENTAL SERVICE | Dental | 88 | Jul 1, 2025 | $30,993 | $0 |
Premium and claims on these contracts
DELTA DENTAL OF OHIO, contract 2450. For the contract year on this filing, the carrier reported $7,681,606 in premium earned and $5,991,566 in claims incurred. Dividing one by the other gives 78%.
MEDICAL MUTUAL, contract 0144941-01. For the contract year on this filing, the carrier reported $10,609,226 in premium earned and $9,342,348 in claims incurred. Dividing one by the other gives 88%.
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC., contract 8516800. For the contract year on this filing, the carrier reported $2,573,221 in premium earned and $0 in claims incurred. Dividing one by the other gives 0%.
VISION SERVICE PLAN, contract 30089937. For the contract year on this filing, the carrier reported $874,809 in premium earned and $734,460 in claims incurred. Dividing one by the other gives 84%.
PRIORITY HEALTH INSURANCE COMPANY, contract 794174-S001. For the contract year on this filing, the carrier reported $1,322,643 in premium earned and $0 in claims incurred. Dividing one by the other gives 0%.
TRIPLE S SALUD, INC., contract SP0004016. For the contract year on this filing, the carrier reported $1,529,599 in premium earned and $1,066,952 in claims incurred. Dividing one by the other gives 70%.
- DELTA DENTAL OF OHIO, contract 2450 reported $861,876 in retention.
- MEDICAL MUTUAL, contract 0144941-01 reported $1,195,134 in retention.
- KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC., contract 8516800 reported $47,563 in retention.
- VISION SERVICE PLAN, contract 30089937 reported $196,961 in retention.
- PRIORITY HEALTH INSURANCE COMPANY, contract 794174-S001 reported $26,453 in retention.
- TRIPLE S SALUD, INC., contract SP0004016 reported $0 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.
Money the plan held and paid out
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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