Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$613K
- Dental$58K
- Vision$58K
- Life$58K
- Other$58K
Sponsor portfolio
AVE MARIA HOME
EIN 62-0561701hospital & health careLatest filing 2025
Plans
4
Retirement
1
$2.2M assets
Welfare
3
$696K premiums
Participants
632
2805 CHARLES BRYAN RD - BARTLETT, TN 38134901-386-2111avemariahome.orgLinkedIn51-200 employeeshospital & health care
Benefits portfolio analytics
3 plans / $696K premiums / 406 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
59%top
- FREDERICK C SCHAEFFER59%
- AMANDA KEEL32%
- THE JAMES GROUP, LLC5%
- THE CASON GROUP INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AVE MARIA HOME RETIREMENT PLAN
401k
Assets$2.2M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AVE MARIA HOME HEALTH PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$613K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
AVE MARIA HOME DENTAL, LIFE, VISION
Mixed - GUARDIAN LIFE INSURANCE
Premiums$58K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
AVE MARIA HOME, ACCIDENT, TERM LIFE
Fully Insured - GUARDIAN
Premiums$26K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVE MARIA HOME RETIREMENT PLAN | 401k | $2.2M | 269 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AVE MARIA HOME HEALTH PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $613K | 100 | 2025 | |
| 502 | AVE MARIA HOME DENTAL, LIFE, VISION | Mixed | GUARDIAN LIFE INSURANCE | $58K | 133 | 2025 | |
| 503 | AVE MARIA HOME, ACCIDENT, TERM LIFE | Fully Insured | GUARDIAN | $26K | 173 | 2024 |
Retirement plans
Welfare plans