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  2. BROOKDALE SENIOR LIVING INC.
Sponsor portfolioTH

BROOKDALE SENIOR LIVING INC.

EIN 20-3068069-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
1
$466.1M assets
Welfare
2
$16.2M premiums
Participants
81,822
105 WESTWOOD PL., STE 400 - BRENTWOOD, TN 37024615-564-8271
Plans on this EIN
3 filings
#001401k-$466.1M - 41,035 part#501Fully Insured-$16.2M - 36,148 lives#599Self Funded-0 lives

Benefits portfolio analytics

2 plans / $16.2M premiums / 36,148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$4.9M
  • Other$4.7M
  • Health$3.8M
  • Life$3.1M
  • Prescription drug$2.1M
  • Vision$1.9M
  • +2 more
Total $16.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • METROPOLITAN LIFE INSURANCE COMPANY73%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • VISION SERVICE PLAN11%
  • ZURICH AMERICAN INSURANCE COMPANY1%
  • AMERITAS LIFE INSURANCE CORP.1%
  • +2 more
Total $16.2M7 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • BENEFITSTORE INC44%
  • CHRISTOPHER SCHOTT33%
  • JAMES R NELLIGAN & ASSOCIATES LLC19%
  • HOORAY HEALTH LLC3%
  • EOB CONSULTING LLC1%
  • +2 more
Total $1.6M7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BROOKDALE SENIOR LIVING INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$466.1M
Participants41,035
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROOKDALE SENIOR LIVING, INC. WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$16.2M
Covered lives36,148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#599

BROOKDALE SENIOR LIVING INC. TEXAS INJURY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROOKDALE SENIOR LIVING INC. 401(K) RETIREMENT SAVINGS PLAN401k$466.1M41,0352024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROOKDALE SENIOR LIVING, INC. WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$16.2M36,1482024
599BROOKDALE SENIOR LIVING INC. TEXAS INJURY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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