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  2. BASS, BERRY & SIMS PLC
Sponsor portfolio

BASS, BERRY & SIMS PLC

EIN 62-0125540-law practice-Latest filing 2025
Plans
2
Retirement
1
$355.4M assets
Welfare
1
$7.9M premiums
Participants
1,295
21 PLATFORM WAY SOUTH, SUITE 3500 - NASHVILLE, TN 37203615-742-2600bassberry.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$355.4M - 731 part#501Fully Insured-$7.9M - 905 lives

Benefits portfolio analytics

1 plan / $7.9M premiums / 905 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.3M
  • Long-term disability$1.1M
  • Short-term disability$1.1M
  • Other$1.1M
  • Life$1.0M
  • Dental$344K
  • +1 more
Total $7.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • BLUE CROSS OF CALIFORNIA67%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
  • DELTA DENTAL OF CALIFORNIA4%
  • HUMANA INSURANCE COMPANY1%
  • +1 more
Total $7.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • DIGITAL INSURANCE LLC42%
  • MATTHEW B MORASKI39%
  • CENTRO BENEFITS RESEARCH LLC13%
  • VALMARK SECURITIES INC4%
  • LPL FINANCIAL CORP1%
  • +1 more
Total $430K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN

401k

Assets$355.4M
Participants731
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BASS,BERRY & SIMS PLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$7.9M
Covered lives905
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN401k$355.4M7312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BASS,BERRY & SIMS PLC EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$7.9M9052025
Retirement plans
Welfare plans
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