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BRENTWOOD ACADEMY

EIN 62-0811952-medical practice-Latest filing 2025
Plans
3
Retirement
2
$21.1M assets
Welfare
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
#004403b-$12.9M - 198 part#002MoneyPurchase-$8.2M - 198 part#501Fully Insured-$1.2M - 142 lives

Retirement portfolio analytics

2 plans aggregated / $21.1M assets / 396 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • DEFINED CONTRIBUTION PLAN (#004)61%
  • ACADEMY RETIREMENT PLAN (#002)39%
Total $21.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
61%top
  • AMERICAN UNITED LIFE INSURANCE CO61%
  • ASCENSUS LLC39%
Total $21.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#004)198
  • ACADEMY RETIREMENT PLAN (#002)198
Total 396Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • HUB INTERNATIONAL MIDWEST LIMITED76%
  • THE CASON GROUP INC24%
Total $55K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

BRENTWOOD ACADEMY DEFINED CONTRIBUTION PLAN

403b

Assets$12.9M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRENTWOOD ACADEMY RETIREMENT PLAN

MoneyPurchase

Assets$8.2M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRENTWOOD ACADEMY EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004BRENTWOOD ACADEMY DEFINED CONTRIBUTION PLAN403b$12.9M1982025
002BRENTWOOD ACADEMY RETIREMENT PLANMoneyPurchase$8.2M1982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRENTWOOD ACADEMY EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.2M1422025
Retirement plans
Welfare plans
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