CalliopeResearch · Reference

Who runs the pharmacy benefit, and whether they say so themselves.

Every PBM that appears on a health plan's Form 5500 Schedule C, sorted the way Calliope sorts them: by who owns the PBM, where the claims actually adjudicate, and whether the pricing model the company markets is the one its structure supports. "Transparent" has stopped being a differentiating word. All three of the largest PBMs now use it. This page is how we tell the label from the structure.

Source Form 5500 Schedule C, health plans, filing years 2020 and 2024 · company websites and press releases
Checked September 2026
Scope 31 named PBMs and PBM-adjacent entities
The four tiers

Size puts a PBM in a tier. Structure decides what the tier means.

Tier is about scale and ownership. Pricing model is a separate axis, and a small PBM can be pass-through while a large one is not. The counts below are health-plan filings that name the PBM on Schedule C.

Big Three

CVS Caremark, Express Scripts, Optum Rx. Insurer-owned, vertically integrated with retail, mail and specialty pharmacy, each with an offshore rebate purchasing group.

730 filings in 2024 · down from 834 in 2020

Mid tier

National PBMs outside the Big Three, mostly insurer-owned. The tier that consolidated: since 2022 two of its names were sold and a third renamed.

130 filings in 2024 · down from 232

Regional

Smaller independents and plan-affiliated PBMs. Several are pass-through by contract but sit here on size.

58 filings in 2024 · from 63

Transparent

Independent, non-integrated PBMs whose default contract is pass-through: no spread, rebates returned, flat administrative fee. Two names in the tier sign that contract but still adjudicate on a Big Three PBM, and they are marked.

274 filings in 2024 · up from 205

The directory

Thirty-one names. What each one is, who owns it, and what its own site says.

"Reads as" is our structural read, not the company's. It answers one question: when a plan sponsor signs with this name, who actually processes the claim and on what terms.

PBMOwnership and integrationReads as20202024What the company says
Big Three all three now market a transparent or rebate-free model
Express ScriptsEvernorth, The Cigna GroupCigna-owned. Accredo specialty and Express Scripts mail. Ascent purchasing group.Integrated, transparent option366376ClearCareRx option: clients pay exactly what Express Scripts pays. A rebate-free model announced October 2025 becomes the standard for all clients in 2028.
Optum RxUnitedHealth GroupUnitedHealth-owned. Optum Specialty, mail and infusion pharmacy. Emisar purchasing group.Integrated, marketed transparent365250Positions itself as the first comprehensive, transparent PBM; 100% rebate pass-through pledged by January 2028; flat-fee model announced May 2026.
CVS CaremarkCVS HealthCVS-owned. CVS retail, specialty and mail. Aetna is a sister company. Zinc purchasing group.Integrated, transparent option12112599% of rebates go directly back to you. TrueCost acquisition-based pricing, optional and phased in.
Mid tier consolidation, not defection
Prime Therapeutics19 Blue Cross Blue Shield plansInsurer consortium. Absorbed Magellan Rx in December 2022; unified brand September 2024.Integrated4845Truly transparent and conflict free. No pass-through, no-spread or rebate claim.
CarelonRxElevance Health · was IngenioRx until 2023Elevance-owned. CarelonRx mail and specialty, BioPlus.Integrated11650No transparency claim. Not tied to traditional PBM models is the closest language.
MedImpactindependent, privately heldLargest independent PBM. Acquired Elixir from Rite Aid in February 2024, including its mail and specialty pharmacies.Pass-through option, own claims1114OnePrice model: 100% Pass-Through with fixed administrative fees. Offered as a named model alongside others.
Elixirlegacy · now MedImpactWas Rite Aid's PBM. Sold in the Rite Aid bankruptcy; brand retired July 2024.Retired brand3920Legacy site reads Elixir is now MedImpact.
Magellan Rxlegacy · now PrimeWas Centene's. Sold to Prime for $1.35B; renamed Prime Therapeutics Management October 2024.Retired brand216Brand retired. Inherits Prime's positioning.
Regional pricing model is a separate axis from size
Benecard PBFBenecard HoldingsPrivate. Affiliated BeneCard Central Fill mail pharmacy.Pass-through, own claims2016No rebates, no spread games. Calls itself a Prescription Benefit Facilitator rather than a PBM.
Maxornow VytlOne · private equityBeecken Petty O'Keefe. Owns mail and specialty pharmacies. Rebranded VytlOne June 2025.Pass-through offered, not default715Culture of transparency. Pass-through described as an available arrangement.
WellDyneThe Carlyle GroupPrivate-equity owned since 2017. WellDyneRx mail and specialty in Lakeland, Florida.Pass-through offered, not default157WellDyne Clear option: true costs and full rebate passthrough.
Script Carefamily-owned, Beaumont, TexasIndependent since 1989. Uses Drug Source as its mail pharmacy.Traditional63No transparency claim. No smoke and mirrors is the closest.
AbarcaAbarca HealthIndependent, no owned pharmacies. Combining with LucyRx under a new parent, expected Q3 2026.Pass-through, own claims13Payers are only charged the amount we remit to the pharmacy.
ProCare RxMC-Rx is the operating brandPrivate. Owns a mail and specialty pharmacy. ProCare Rx is the claims and technology arm; MC-Rx is the PBM.Pass-through, own claims12No hidden fees, no spread pricing; auditable, transparent, pass-through model.
RxResultsLittle Rock, ArkansasClinical and reference-based-pricing overlay that sits on top of a sponsor's PBM.Not a PBM119Describes itself as a Pharmacy Risk Manager that doesn't replace a PBM.
ArmsRxconsulting firmPBM contract negotiation, audits and RFP management.Not a PBM03Self-described independent PBM consulting firm.
PerformRxAmeriHealth Caritas · closingOwned by Independence Health Group and BCBS Michigan. Shutting down December 31, 2026; book moves to Optum Rx.Integrated00A Full Transparency line on the home page; no pricing-model claim.
Envolve PharmacyCentene · legacyWound down at the end of 2023 after Medicaid spread-pricing settlements. Express Scripts took the book.Retired brand20No PBM pages remain on the site.
Catalyst Rxlegacy · inside Optum Rx since 2015Became Catamaran in 2012; Catamaran was absorbed by Optum Rx in 2015.Retired brand00No live site.
Transparent two names sign transparent contracts but adjudicate on a Big Three PBM
RxBenefitsprivate equity · Advent, Great HillPharmacy benefits optimizer. Its marketplace gives clients access to the three largest PBMs’ contracts on a flat fee; the claim adjudicates at that PBM. Launched an affiliate PBM, Illuminate Rx, in September 2025.Transparent contract, Big Three claims7577Paid directly by our clients via a flat administrative fee; no spread, no rebate withholds.
Sav-Rxfamily-owned, Fremont, NebraskaIndependent since 1968. Owns its mail-order facility. Adjudicates its own claims.Pass-through, own claims4470Its program is radically transparent: 100% of every dollar we collect from any drug manufacturer, not just rebates, is passed on to your plan; NADAC pricing; a flat administrative fee.
EmpiRx Healthprivate equity · Nautic PartnersNo pharmacies. Value-based, pay-for-performance model.Pass-through, own claims1529Leads with clinical pay-for-performance and a savings guarantee rather than a pricing-model claim.
NavitusSSM Health and CostcoCo-owned by a health system and a pharmacy chain. Owns Lumicera specialty pharmacy.Pass-through, own claims3325100% Pass-through Model; 100% Financial and Operational Transparency.
Judi RxJudi Health · was Capital Rx until July 2026Venture-backed. No pharmacies.Pass-through, own claims319Pass-through pharmacy benefit administration; No hidden admin costs or rebate fees.
Livinitiwas Southern Scripts until 2023Private-equity majority (Water Street). No pharmacies.Pass-through, own claims1116100% of rebates and discounts are passed back to the employer.
SmithRxSmith HealthVenture-backed. No pharmacies.Pass-through, own claims915Universal pass-through pricing, the same price for all with no spread.
Rightwayventure-backedNavigation company with a PBM line. States no vertical integration.Pass-through, own claims310100% pass-through model; No spread pricing. No hidden revenue. No rebate games.
Tria Healtha Stellus Rx company since April 2026Pharmacist-led chronic-condition management. Appears on Schedule C as a pharmacy vendor.Not a PBM1213No pricing-model claim.
National CooperativeRxmember-owned cooperativePurchasing coalition, about 575,000 lives. Its single PBM partner has been CVS Caremark; MedImpact was added as a pass-through option in July 2026.Transparent contract, Caremark claims56Transparent Pricing and 100% claims audit.

Counts are health-plan Form 5500 filings naming the PBM on Schedule C, one per PBM per filing. Humana Pharmacy Solutions and Cigna Pharmacy are in the directory with no matched filings and are omitted here. Company quotations are from each company's own website or press releases as of September 2026.

What the check showed

The label moved. The structure didn't.

Four things worth knowing

  • "Transparent" is no longer a differentiator. Optum Rx calls itself the first comprehensive transparent PBM. Express Scripts goes rebate-free by default in 2028. Caremark advertises 99% rebate return. Each still owns the pharmacies it steers to and the purchasing group that negotiates its rebates. The word tells you less than the ownership chart.
  • Some transparent contracts still run on Big Three rails. RxBenefits and National CooperativeRx sign flat-fee, no-spread contracts on the sponsor's behalf, and the claim is then adjudicated by Express Scripts, Optum Rx or Caremark. The contract is transparent. The chassis is not.
  • The Big Three decline is mostly Optum's. Express Scripts and Caremark held flat or grew between 2020 and 2024. Optum Rx lost 115 health-plan filings.
  • The mid tier was bought, not abandoned. Magellan Rx went to Prime, Elixir to MedImpact, IngenioRx became CarelonRx. The Big Three's share of the pool held flat because consolidation moved names, not sponsors.

Where the growth is

Health-plan filings naming the PBM on Schedule C, 2020 to 2024.

Cohort20202024Change
Pass-through PBMs that adjudicate their own claims
Judi Rx, EmpiRx, Navitus, Liviniti, SmithRx, Rightway, Sav-Rx
118184+56%
Transparent contracts on a Big Three chassis
RxBenefits, National CooperativeRx
8083+4%
Big Three852751−12%

The growth is in PBMs that process their own claims. The transparent-contract book that still rides the Big Three was flat.

How to use it

Three questions for any PBM line on a Schedule C.

Who owns the PBM?

An insurer, a pharmacy chain, a private-equity fund, or nobody. Ownership predicts where the plan's spend is steered more reliably than any pricing claim.

Who adjudicates the claim?

The name on the contract and the name on the claim can differ. If the answer is a Big Three PBM, the rebate is negotiated by that PBM's purchasing group, whatever the contract says about pass-through.

Is pass-through the default or an option?

Most large PBMs now offer a transparent model. Few make it the standard. Ask which contract this plan is on, and since when.

Above-benchmark compensation or an integrated ownership structure is not evidence of wrongdoing. Use the directory to focus a documented review and to decide what to ask for at renewal.

The word "transparent" is now on every PBM's website. The ownership chart and the claims path are where the answer lives.
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Prepared from CalliopeFlow on Form 5500 Schedule C filings for health plans, filing years 2020 through 2024, and from company websites and press releases checked September 2026. Tier and pricing-model assignments are Calliope's and are revisited as companies change ownership, rename, or change their default contract. Filing counts are one per PBM per filing and reflect the plans that disclosed a PBM on Schedule C, which is a subset of the market.