Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Montgomery Bell Academy
EIN 62-0513741primary/secondary educationLatest filing 2025
Plans
4
Retirement
3
$58.3M assets
Health & Benefits
1
$1.7M premiums
Participants
476
4001 HARDING ROAD - NASHVILLE, TN 37205615-298-5514montgomerybell.eduLinkedIn51-200 employeesprimary/secondary education
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $58.3M assets / 319 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$11.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 306 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Life$93K
- Other$93K
- Dental$85K
- Vision$85K
- Long-term disability$31K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM
403(b)
Assets$46.7M
Participants219
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MONTGOMERY BELL ACADEMY PENSION PLAN
Traditional DB
Assets$11.2M
Participants93
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR AFFECTED ADMINISTRATORS OF M.B.A.
403(b)
Assets$404K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
MONTGOMERY BELL ACADEMY WELFARE BENEFIT PLAN
Fully insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$1.7M
Covered lives306
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM | 403(b) | $46.7M | 219 | 2025 |
| #001 | MONTGOMERY BELL ACADEMY PENSION PLAN | Traditional DB | $11.2M | 93 | 2025 |
| #002 | TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR AFFECTED ADMINISTRATORS OF M.B.A. | 403(b) | $404K | 7 | 2025 |
- #003 · 403(b) · 2025219
- #001 · Traditional DB · 202593
- #002 · 403(b) · 20257
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | MONTGOMERY BELL ACADEMY WELFARE BENEFIT PLAN | Fully insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $1.7M | 306 | 2025 |
- #502 · Fully insured · BLUECROSS BLUESHIELD OF TENNESSEE, INC. · 2025306
Retirement plans
Health & Benefits plans