sponsor_ein int64 | plan_number int64 | sponsor_name string | plan_name string | sponsor_city string | sponsor_state string | naics int64 | plan_entity string | collectively_bargained bool | funding_class string | welfare_codes string | has_dental_or_vision bool | participants_boy int64 | active_participants int64 | insurance_contracts_sch_a float64 | plan_year_begin string | dataset_year int64 | final_filing bool | efast_ack_id string | ontology_oid string | ontology_sources float64 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
16,196,051 | 501 | TRUSTEES OF INTERNATIONAL BROTHERHOOD TEAMSTERS VOLUNTARY EMPLOYEE BEN | INTERNATIONAL BROTHERHOOD OF TEAMSTERS VOLUNTARY EMPLOYEE BENEFITS TRUST | WASHINGTON | DC | 813,930 | single employer | null | self-funded | 4A4Q | false | 1,751,183 | 1,254,623 | null | 2025-01-01 | 2,025 | null | 20260915140056NAL0003546146001 | null | null |
911,223,280 | 510 | COSTCO WHOLESALE CORPORATION | COSTCO EMPLOYEE BENEFITS PROGRAM | ISSAQUAH | WA | 452,300 | single employer | false | self-funded | 4A4D4E | true | 192,501 | 196,503 | null | 2024-09-02 | 2,024 | false | 20260615185401NAL0000429008001 | org:COSTCO WHOLESALE | 4 |
134,994,650 | 559 | JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | THE JPMORGAN CHASE HEALTH AND WELLNESS CENTERS PLAN | JERSEY CITY | NJ | 522,110 | single employer | false | self-funded | 4A | false | 186,499 | 185,190 | null | 2025-01-01 | 2,025 | false | 20261002151410NAL0023530832001 | org:JPMORGAN CHASE BANK NATIONAL ASSOCIATION | 2 |
710,415,188 | 502 | WALMART, INC. | WALMART INC. TEXAS INJURY CARE BENEFIT PLAN | BENTONVILLE | AR | 452,300 | single employer | null | self-funded | 4A4D4E4F4L4Q | true | 177,016 | 177,384 | null | 2025-02-01 | 2,025 | null | 20261009142848NAL0038793794001 | org:WALMART | 5 |
740,537,175 | 506 | H E BUTT GROCERY COMPANY | H E BUTT GROCERY COMPANY WORK INJURY BENEFIT PLAN | SAN ANTONIO | TX | 445,110 | single employer | false | self-funded | 4A4F4H4Q | false | 149,548 | 153,784 | null | 2024-11-01 | 2,024 | false | 20260517144429NAL0010890305001 | null | null |
431,301,883 | 533 | AT&T INC. | AT&T FLEXIBLE SPENDING ACCOUNT PLAN | DALLAS | TX | 517,000 | single employer | true | self-funded | 4A4D4E4Q4U | true | 118,599 | 108,370 | null | 2025-01-01 | 2,025 | false | 20260706131040NAL0031683410001 | org:AT AND T | 8 |
131,502,798 | 522 | AMERICAN AIRLINES, INC. - BENEFITS | AMERICAN AIRLINES, INC. ONSITE CLINIC HEALTH PLAN | FORT WORTH | TX | 481,000 | single employer | null | self-funded | 4A | false | 107,846 | 109,070 | null | 2025-01-01 | 2,025 | null | 20261013151933NAL0004781553001 | null | null |
752,497,104 | 511 | HCA INC. | EMPLOYEE HEALTH & SAFETY BENEFIT PLAN | NASHVILLE | TN | 551,112 | single employer | false | self-funded | 4A4F4L | false | 86,308 | 88,140 | null | 2025-01-01 | 2,025 | false | 20260814234041NAL0011265953001 | null | null |
43,532,603 | 561 | FMR LLC | FIDELITY RETIREE HEALTH ACCOUNT PLAN | BOSTON | MA | 523,900 | single employer | false | self-funded | 4A | false | 74,376 | 71,948 | null | 2025-01-01 | 2,025 | false | 20261015173741NAL0009453025001 | org:FMR | 3 |
161,309,424 | 509 | WEGMANS FOOD MARKETS, INC. | WEGMANS EMPLOYEE ASSISTANCE PLAN | ROCHESTER | NY | 445,110 | single employer | null | self-funded | 4A | false | 68,688 | 55,313 | null | 2025-01-01 | 2,025 | null | 20260723141649NAL0011336099003 | org:WEGMANS FOOD MARKETS | 2 |
453,358,926 | 514 | ASCENSION | ASCENSION SMARTHEALTH MEDICAL PLAN | ST. LOUIS | MO | 813,000 | single employer | false | self-funded | 4A | false | 68,476 | 62,588 | null | 2025-01-01 | 2,025 | false | 20260730141601NAL0027022800001 | org:ASCENSION | 3 |
43,532,603 | 506 | FMR LLC | FIDELITY GROUP EMPLOYEES MEDICAL, DENTAL AND CAFETERIA PLAN | BOSTON | MA | 523,900 | single employer | false | self-funded | 4A4D4E4Q | true | 68,218 | 71,048 | null | 2025-01-01 | 2,025 | false | 20261014121146NAL0006927056001 | org:FMR | 3 |
952,051,630 | 546 | ARAMARK SERVICES, INC WELLNESS PLAN | ARAMARK SERVICES, INC WELLNESS PLAN | PHILADELPHIA | PA | 722,300 | single employer | null | self-funded | 4A | false | 63,062 | 63,568 | null | 2025-01-01 | 2,025 | null | 20261015145954NAL0009055745005 | org:ARAMARK SERVICES | 4 |
270,383,222 | 524 | GENERAL MOTORS LLC | GENERAL MOTORS HEALTH CARE PROGRAM FOR SALARIED EMPLOYEES | DETROIT | MI | 336,100 | single employer | false | self-funded | 4A4D4E | true | 50,993 | 39,899 | null | 2025-01-01 | 2,025 | false | 20261014105933NAL0006365266001 | null | null |
463,131,350 | 513 | BAYLOR SCOTT & WHITE HEALTH | BAYLOR SCOTT & WHITE HEALTH SAFE CHOICE PLAN | DALLAS | TX | 622,000 | single employer | false | self-funded | 4A4D4E4F4Q4L | true | 48,573 | 51,122 | null | 2024-07-01 | 2,024 | false | 20260129150007NAL0006095584001 | null | null |
710,427,007 | 526 | FEDERAL EXPRESS CORPORATION | FEDEX CORPORATION HEALTH CARE FLEXIBLE SPENDING ACCOUNT PLAN | COLLIERVILLE | TN | 481,000 | single employer | false | self-funded | 4A | false | 47,435 | 47,845 | null | 2025-01-01 | 2,025 | false | 20261011135123NAL0001709808001 | org:FEDERAL EXPRESS | 6 |
362,361,282 | 522 | MCDONALD'S CORPORATION | MCDONALD'S CORPORATION EMPLOYEE RESOURCE CONNECTION | CHICAGO | IL | 722,513 | single employer | false | self-funded | 4A4Q | false | 45,388 | 51,933 | null | 2024-01-01 | 2,024 | true | 20250729141836NAL0007779090001 | org:MCDONALD S | 2 |
370,602,744 | 535 | CATERPILLAR INC. | CATERPILLAR INC. EMPLOYEE ASSISTANCE PROGRAM | IRVING | TX | 333,100 | single employer | false | self-funded | 4A4Q | false | 44,961 | 44,543 | null | 2025-01-01 | 2,025 | false | 20260608134120NAL0004831504001 | null | null |
360,719,665 | 515 | ALLSTATE INS CO | ALLSTATE EMPLOYEE ASSISTANCE PROGRAM | DALLAS | TX | 524,150 | single employer | false | self-funded | 4A4Q | false | 39,438 | 38,534 | null | 2025-01-01 | 2,025 | false | 20261013091708NAL0004224130001 | null | null |
301,199,687 | 504 | WHATABURGER RESTAURANTS LLC | WHATABURGER EMPLOYEE QUALITY PROTECTION PLAN | SAN ANTONIO | TX | 722,513 | single employer | false | self-funded | 4A4F4L | false | 38,380 | 36,744 | null | 2025-01-01 | 2,025 | false | 20260717101753NAL0005887617001 | null | null |
581,853,319 | 509 | HOME DEPOT U.S.A., INC. | HOME DEPOT TEXAS EMPLOYEE ACCIDENT PLAN | ATLANTA | GA | 444,110 | single employer | false | self-funded | 4A4F4L4Q | false | 37,408 | 38,859 | null | 2025-01-01 | 2,025 | false | 20260728131409NAL0016707459001 | org:HOME DEPOT U S A | 2 |
940,890,210 | 561 | CHEVRON CORPORATION | CHEVRON CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN | HOUSTON | TX | 324,110 | single employer | true | self-funded | 4A | false | 36,254 | 0 | null | 2025-01-01 | 2,025 | false | 20260602101351NAL0000761057001 | org:CHEVRON | 3 |
380,549,190 | 565 | FORD MOTOR COMPANY | SALARIED HEALTH REIMBURSEMENT ARRANGEMENT | DEARBORN | MI | 336,100 | single employer | false | self-funded | 4A | false | 36,233 | 35,267 | null | 2025-01-01 | 2,025 | false | 20261012203530NAL0003508240001 | null | null |
562,489,386 | 513 | BOARD OF TRUSTEES OF THE HEALTH REIMB ACCT FUND OF THE ELEC IND | HEALTH REIMBURSEMENT ACCOUNT PLAN OF THE ELECTRICAL INDUSTRY | FLUSHING | NY | 423,600 | multiemployer (Taft-Hartley) | true | self-funded | 4A4D4L4Q4U | true | 35,717 | 17,823 | null | 2025-01-01 | 2,025 | false | 20261015162205NAL0009743536001 | null | null |
360,698,440 | 570 | ABBOTT LABORATORIES | ABBOTT LABORATORIES FLEXIBLE BENEFIT PLAN | ABBOTT PARK | IL | 325,410 | single employer | false | self-funded | 4A4D4E4Q | true | 35,337 | 32,317 | null | 2025-01-01 | 2,025 | false | 20260919204727NAL0008869651001 | org:ABBOTT LABORATORIES | 5 |
Opioid TPP Settlement Eligible Plans: free sample (Tensorust LLC)
Self-funded ERISA health plans that can claim from the $180M opioid third-party-payor fund by Dec 1 2026.
Headline: The MDL 2804 third-party-payor settlements ($180M from Allergan, Janssen, Teva, CVS, Walgreens and Walmart) pay self-funded health plans pro rata on opioid spend or covered lives, with a claim deadline of Dec 1 2026.
This repository is a free teaser, not the dataset. It holds 25 example rows and a summary table with no names in it. The full file has 51,440 rows and is sold by Tensorust LLC: https://tensorust.com/datasets/tpp-opioid-self-insured-plans/.
Files here
| file | what it is |
|---|---|
sample.csv |
25 rows of the full file (the same sample shown on tensorust.com) |
summary_by_sponsor_state.csv |
row counts by sponsor state across the full file, no entity names (groups with fewer than 3 rows are folded into "Other") |
Summary by sponsor state (largest groups)
| Sponsor state | rows |
|---|---|
| CA | 5,611 |
| TX | 4,166 |
| NY | 3,166 |
| PA | 3,111 |
| IL | 2,400 |
| OH | 2,169 |
| FL | 2,031 |
| GA | 1,760 |
| MA | 1,729 |
| MI | 1,725 |
| NC | 1,562 |
| VA | 1,470 |
| TOTAL | 51,440 |
Full table: summary_by_sponsor_state.csv.
What the full file has
- 51,440 rows
- Key fields: sponsor_ein, plan_number, sponsor_name, plan_name, sponsor_city, sponsor_state, naics, plan_entity, collectively_bargained, funding_class
- Parquet and CSV, a README with sources, method and limits, and the build script
- Free 25-row sample (no personal contact data)
Coverage: ERISA single, multiple and multiemployer welfare plans reporting health benefits (code 4A) that file the full Form 5500. Governmental plans (not ERISA) and small plans on 5500-SF are not in the list. DOL Form 5500 Latest files as of Nov 3 2026; built Nov 6 2026
Columns in the full file
| column | meaning |
|---|---|
sponsor_ein |
Plan sponsor EIN |
plan_number |
Three-digit plan number |
sponsor_name |
Plan sponsor |
plan_name |
Plan name |
sponsor_city |
Sponsor mailing city |
sponsor_state |
Sponsor mailing state |
naics |
Sponsor business code (NAICS) |
plan_entity |
Single, multiple or multiemployer plan |
collectively_bargained |
Collectively bargained plan |
funding_class |
self-funded (no insurance arrangement) or partly self-funded (insurance plus trust or general assets) |
welfare_codes |
Form 5500 welfare benefit codes (4A health) |
has_dental_or_vision |
Plan also reports dental or vision codes (the self-funded part may be those) |
participants_boy |
Participants at beginning of plan year |
active_participants |
Active participants at end of year |
insurance_contracts_sch_a |
Number of Schedule A insurance contracts attached |
plan_year_begin |
Plan year begin date of the latest filing |
dataset_year |
DOL dataset year |
final_filing |
Marked final filing |
efast_ack_id |
EFAST2 acknowledgment id (source filing) |
ontology_oid |
Tensorust ontology organization id (EIN match) |
ontology_sources |
Public sources the sponsor appears in |
Get the full file
| tier | price | includes |
|---|---|---|
| Regional list | $1,500 | Every self-funded and partly self-funded ERISA health plan in up to 5 states, with sponsor EIN, plan number, participants, funding class, Taft-Hartley flag and EFAST2 filing ID. CSV and Excel. |
| National list | $4,900 | All 51,440 plans nationwide (83,586,680 participants), ranked by covered lives, for the run-up to the Dec 1 2026 claim deadline. |
| Yearly license | $12,000 a year | The national list refreshed monthly as DOL posts filings, reusable for later TPP settlements (opioids, generic drugs, insulin). For TPAs, benefits counsel and claims-recovery firms. Internal use. |
Email mattbusel@tensorust.com with the tier and a billing contact, and we will send a proper invoice (ACH or card). The file is delivered once the invoice is paid. Details and the live sample: https://tensorust.com/datasets/tpp-opioid-self-insured-plans/. All datasets: https://tensorust.com/datasets/
Method and limits
Read the 2024 and 2025 Form 5500 main files, keep welfare plans with code 4A, keep the latest filing per EIN and plan number, classify by benefit arrangement (line 9a), drop insurance-only plans, join EIN to the ontology.
Not a claim filing, not an estimate of any plan's payout (the allocation uses each plan's NDC-level opioid claims data), and not legal advice. Self-insured local-government plans are eligible but do not file Form 5500, so they are not here. No signer names or phone numbers.
Sources
- DOL EBSA Form 5500 datasets, 2024 and 2025 plan years (Latest files, downloaded Nov 3 2026)
- In re National Prescription Opiate Litigation, MDL 2804, TPP class notice (tppopioidsettlement.com): eligibility and Dec 1 2026 deadline
- Tensorust ontology (EIN join)
License
The sample and summary here are free to view, analyze and cite with attribution to "Tensorust LLC, https://tensorust.com/datasets/tpp-opioid-self-insured-plans/". The full dataset is licensed separately per tier. No resale or redistribution of Tensorust data without a written license.
Tensorust LLC, Tuckahoe NY. mattbusel@tensorust.com | https://tensorust.com
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