# FOGELMAN PROPERTIES, LLC WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **FOGELMAN PROPERTIES, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | FOGELMAN PROPERTIES, LLC |
| EIN | 621773993 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | MEMPHIS, TN |
| Industry | real estate |
| Funding | mixed |
| Total premiums | $626K |
| Participants | 730 |
| Persons covered | 900 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BCBS OF TENNESSEE | Dental, Vision |
| SYMETRA LIFE INSURANCE COMPANY | Life, Other |
| LINCOLN FINANCIAL GROUP | Other, LTD |

## Brokers

| Broker | Placed with |
|---|---|
| JONATHAN FRISCH | BLUECROSS BLUESHIELD OF TENNESSEE, INC. |
| JAMES W. COLLIER INSURANCE AGENCY | BLUECROSS BLUESHIELD OF TENNESSEE, INC. |
| MARSH & MCLENNAN AGENCY LLC | SYMETRA LIFE INSURANCE COMPANY |
| MCGRIFF INSURANCE SERVICES INC | SYMETRA LIFE INSURANCE COMPANY |
| JAS D COLLIER & CO | SYMETRA LIFE INSURANCE COMPANY |
| GROUP INSURANCE SERVICES INC | SYMETRA LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| JAS D COLLIER & CO | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| MCGRIFF INSURANCE SERVICES INC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/621773993-503
- Cite as: PlanOptica, https://planoptica.com/welfare/621773993-503
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