PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MONTGOMERY BELL ACADEMY
Sponsor portfolioTH

MONTGOMERY BELL ACADEMY

EIN 62-0513741-primary/secondary education-Latest filing 2025
Plans
4
Retirement
3
$58.3M assets
Welfare
1
$1.7M premiums
Participants
476
4001 HARDING ROAD - NASHVILLE, TN 37205615-298-5514montgomerybell.eduLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
4 filings
#003403b-$46.7M - 219 part#001TraditionalDB-$11.2M - 93 part#002403b-$404K - 7 part#502Fully Insured-$1.7M - 306 lives

Retirement portfolio analytics

3 plans aggregated / $58.3M assets / 319 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • SHELTERED INVESTMENT PROGRAM (#003)80%
  • BELL ACADEMY PENSION (#001)19%
  • ADMINISTRATORS OF M.B.A. (#002)1%
Total $58.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
80%top
  • FIDELITY INVESTMENTS INSTITUTIONAL80%
  • (Not disclosed)20%
Total $58.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHELTERED INVESTMENT PROGRAM (#003)219
  • BELL ACADEMY PENSION (#001)93
  • ADMINISTRATORS OF M.B.A. (#002)7
Total 319Click row to drill in

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
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • ELIZABETH N ZIEGLER75%
  • MCGRIFF INSURANCE SERVICES INC19%
  • MARSH & MCLENNAN AGENCY LLC5%
  • WATCHTOWER BENEFITS, LLC1%
Total $104K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM

403b

Assets$46.7M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MONTGOMERY BELL ACADEMY PENSION PLAN

TraditionalDB

Assets$11.2M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR AFFECTED ADMINISTRATORS OF M.B.A.

403b

Assets$404K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MONTGOMERY BELL ACADEMY WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$1.7M
Covered lives306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM403b$46.7M2192025
001MONTGOMERY BELL ACADEMY PENSION PLANTraditionalDB$11.2M932025
002TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR AFFECTED ADMINISTRATORS OF M.B.A.403b$404K72025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MONTGOMERY BELL ACADEMY WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$1.7M3062025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica