PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FOGELMAN PROPERTIES
Sponsor portfolio

FOGELMAN PROPERTIES

EIN 62-1773993-real estate-Latest filing 2024
Plans
3
Retirement
1
$23.0M assets
Welfare
2
$1.4M premiums
Participants
1,863
6060 POPLAR AVENUE, S-200 - MEMPHIS, TN 38119901-767-6500fogelman.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
3 filings
#001401k-$23.0M - 764 part#565Self Funded-$846K - 748 lives#503Mixed-$558K - 805 lives

Benefits portfolio analytics

2 plans / $1.4M premiums / 1,553 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$846K
  • Dental$285K
  • Vision$285K
  • Other$215K
  • Life$155K
  • Long-term disability$58K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNIMERICA INSURANCE COMPANY60%
  • BLUE CROSS OF CALIFORNIA20%
  • SYMETRA LIFE INSURANCE COMPANY9%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • STEALTH PARTNER GROUP LLC56%
  • MCGRIFF INSURANCE SERVICES INC36%
  • JONATHAN FRISCH4%
  • GROUP INSURANCE SERVICES INC3%
Total $105K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FOGELMAN PROPERTIES 401(K) PLAN

401k

Assets$23.0M
Participants764
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#565

FOGELMAN PROPERTIES HEALTH BENEFIT PLAN

Self Funded - WELLPOINT STOP LOSS

Premiums$846K
Covered lives748
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FOGELMAN PROPERTIES, LLC WELFARE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$558K
Covered lives805
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOGELMAN PROPERTIES 401(K) PLAN401k$23.0M7642024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
565FOGELMAN PROPERTIES HEALTH BENEFIT PLANSelf FundedWELLPOINT STOP LOSS$846K7482024
503FOGELMAN PROPERTIES, LLC WELFARE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF TENNESSEE, INC.$558K8052024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica