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Sponsor portfolioWelfare / HealthEIN 62-0992874

VOLUNTEER BANK

3200 WEST END AVE. · NASHVILLE, TN 37203
6153231003
Plans filed
1
Years active
2024–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
320
No prior year
Total participants
182
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.1M
VOLUNTEER BANK HEALTH & WELFARE BENEFITS PLAN
Fully insured320 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.9M30.1%
Dental$1.9M30.1%
Vision$1.9M30.1%
Other$207K3.2%
Life$167K2.6%
Short-term disability$128K2.0%
Long-term disability$128K2.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 620427913
HDV
$1.9M90.3%11320
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$207K9.7%15168

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MATTHEW B MORASKINASHVILLE, TNBLUECROSS BLUESHIELD OF TENNESSEE, INC.$63K$0$63K54.2%1
DIGITAL INSURANCE LLCNASHVILLE, TNUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$28K$4K$31K27.2%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$0$16K$16K13.5%1
ENROLLEASEATLANTA, GAUNUM LIFE INSURANCE COMPANY OF AMERICA$0$6K$6K5.1%1

History & trajectory

2 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
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