# Form 5500 Schedule A insurance contracts (carrier, premiums, broker totals)

`drug_silver.fact_form5500_insurance` · Drugs and formularies · status live · 5,112,373 rows

DOL EFAST2 Form 5500 Schedule A insurance-contract rows: carrier identity and NAIC, premiums, persons covered, aggregate broker commission and fee totals, and welfare-benefit-type indicators (health/dental/vision/stop-loss/HMO/PPO/indemnity). Presence of a Schedule A row is evidence the plan is at least partially insured; is_stop_loss disambiguates insured from self-funded-with-stop-loss. First loaded 2026-07-26.

**Grain.** One row per (filing, Schedule A attachment) - key (ack_id, plan_year, form_id); served plan years 2009-2025. Plan year 2025 is PARTIAL.

| column | type | meaning |
|---|---|---|
| ack_id | string |  |
| plan_year | int |  |
| form_id | int |  |
| sch_a_plan_year_begin_date | string |  |
| sch_a_plan_year_end_date | string |  |
| plan_number | string |  |
| sponsor_ein | string |  |
| carrier_name | string |  |
| carrier_ein | string |  |
| carrier_naic_code | string |  |
| contract_number | string |  |
| persons_covered_eoy | int |  |
| policy_from_date | string |  |
| policy_to_date | string |  |
| broker_comm_tot_usd | double |  |
| broker_fees_tot_usd | double |  |
| is_health | boolean |  |
| is_dental | boolean |  |
| is_vision | boolean |  |
| is_stop_loss | boolean |  |
| is_hmo | boolean |  |
| is_ppo | boolean |  |
| is_indemnity | boolean |  |
| premium_received_usd | double |  |
| total_earned_premium_usd | double |  |
| claims_paid_usd | double |  |
| incurred_claims_usd | double |  |
| retained_total_usd | double |  |
| observed_period | date |  |
| asserted_at | date |  |
| effective_period_start | date |  |
| effective_period_end | date |  |
| cms_vintage_sequence | int |  |
| parse_revision | int |  |
| parser_artifact_hash | string |  |
| source_url | string |  |
| sha256_content_hash | string |  |
| source_id | string |  |
| is_current | boolean |  |
| bronze_object_key | string |  |
| s3_version_id | string |  |
| vintage_tag | string |  |
| drug_source_version_id | string |  |

Query it: `query_substrate` with `SELECT ... FROM drug_silver.fact_form5500_insurance WHERE ... LIMIT 100`; read `describe_data_source("drug_silver.fact_form5500_insurance")` first.