Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.4M
- Life$2.3M
- Long-term disability$2.3M
- Dental$692K
- Vision$126K
Sponsor portfolio
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
EIN 62-1047356Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$627.6M assets
Welfare
1
$3.2M premiums
Participants
2,909
165 MADISON AVENUE 20TH FLOOR, FIRST TENNESSEE BUILDING - MEMPHIS, TN 38103901-526-2000LinkedIn1-10 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.2M premiums / 2,236 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA72%
- DELTA DENTAL OF CALIFORNIA21%
- VISION SERVICE PLAN4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
94%top
- MERCER HEALTH AND BENEFITS, LLC94%
- ARTHUR E. LETTES3%
- THE BRAKEBILL COMPANY3%
- 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$3.2M
Covered lives2,236
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 | $3.2M | 2,236 | 2024 |
Retirement plans
Welfare plans