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  2. Brentwood Academy
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Brentwood Academy

EIN 62-0811952-medical practice-Latest filing 2025
Plans
3
Retirement
2
$21.1M assets
Health & Benefits
1
$1.2M premiums
Participants
538
219 GRANNY WHITE PIKE - BRENTWOOD, TN 37027615-373-0611brentwoodmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#004403(b)-$12.9M - 198 part#002Money purchase-$8.2M - 198 part#501Fully insured-$1.2M - 142 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $21.1M assets / 396 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED CONTRIBUTION PLAN (#004)$12.9M
  • ACADEMY RETIREMENT PLAN (#002)$8.2M
Total $21.1MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
  • ONEAMERICA RETIREMENT SERVICES LLC$12.9M
  • EPIC RETIREMENT PLAN SERVICES$8.2M
Total $21.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#004)198
  • ACADEMY RETIREMENT PLAN (#002)198
Total 396Select a row to open it

Benefits portfolio analytics

1 plan / $1.2M premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Prescription drug$1.1M
  • Life$97K
  • Long-term disability$97K
  • +1 more
Total $1.2M7 rows
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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#004

BRENTWOOD ACADEMY DEFINED CONTRIBUTION PLAN

403(b)

Assets$12.9M
Participants198
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

BRENTWOOD ACADEMY RETIREMENT PLAN

Money purchase

Assets$8.2M
Participants198
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

BRENTWOOD ACADEMY EMPLOYEE BENEFITS PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives142
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004BRENTWOOD ACADEMY DEFINED CONTRIBUTION PLAN403(b)$12.9M1982025
#002BRENTWOOD ACADEMY RETIREMENT PLANMoney purchase$8.2M1982025
  • BRENTWOOD ACADEMY DEFINED CONTRIBUTION PLAN$12.9M
    #004 · 403(b) · 2025198
  • BRENTWOOD ACADEMY RETIREMENT PLAN$8.2M
    #002 · Money purchase · 2025198

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BRENTWOOD ACADEMY EMPLOYEE BENEFITS PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.2M1422025
  • BRENTWOOD ACADEMY EMPLOYEE BENEFITS PLAN$1.2M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025142
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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