Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.5M
- Life$2.5M
- Long-term disability$2.5M
- Dental$663K
- Vision$132K
Sponsor portfolio
BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ
EIN 62-1047356Latest filing 2025
Plans
2
Retirement
1
$627.6M assets
Welfare
1
$3.3M premiums
Participants
2,979
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 2,254 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA74%
- DELTA DENTAL OF CALIFORNIA20%
- VISION SERVICE PLAN4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
95%top
- MERCER HEALTH AND BENEFITS, LLC95%
- ARTHUR E. LETTES2%
- THE BRAKEBILL COMPANY2%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
401k
Assets$627.6M
Participants1,622
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BAKER, DONELSON, BEARMAN, CALDWELL & BERKOWITZ HEALTH PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$3.3M
Covered lives2,254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN | 401k | $627.6M | 1,622 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BAKER, DONELSON, BEARMAN, CALDWELL & BERKOWITZ HEALTH PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $3.3M | 2,254 | 2025 |
Retirement plans
Welfare plans