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Sponsor portfolioWelfare / HealthEIN 62-0513741
MONTGOMERY BELL ACADEMY
4001 HARDING PIKE · NASHVILLE, TN 37205
6152985514
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
306
No prior year
Total participants
157
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.5M | 78.9% | |
| Life | $93K | 5.1% | |
| Other | $93K | 5.1% | |
| Dental | $85K | 4.6% | |
| Vision | $85K | 4.6% | |
| Long-term disability | $31K | 1.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 620427913 | H | $1.5M | 87.4% | 1 | 1 | 306 |
EIN 470322111 | LLTDOth | $124K | 7.5% | 1 | 3 | 157 |
EIN 135123390 | DV | $85K | 5.1% | 1 | 1 | 111 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ELIZABETH N ZIEGLER | COOKEVILLE, TN | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $79K | $0 | $79K | 75.4% | 1 |
| MCGRIFF INSURANCE SERVICES INC | GREENSBORO, NC | UNITED OF OMAHA LIFE INSURANCE COMPANY | $13K | $6K | $19K | 18.6% | 1 |
| MARSH & MCLENNAN AGENCY LLC | SAVANNAH, GA | GUARDIAN | $4K | $2K | $5K | 5.2% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | GUARDIAN | $823 | $0 | $823 | 0.8% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan