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Sponsor portfolioWelfare / HealthEIN 62-1047356

BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ

165 MADISON AVENUE, 20TH FLOOR · MEMPHIS, TN 38103
9015262000
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.3M
No prior year
Persons covered
2,254
No prior year
Total participants
1,357
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.3M
BAKER, DONELSON, BEARMAN, CALDWELL & BERKOWITZ HEALTH PLAN
Mixed2,254 covered·4 carriers
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.5M30.7%
Life$2.5M29.8%
Long-term disability$2.5M29.8%
Dental$663K8.0%
Vision$132K1.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LLTDOth
$2.5M74.0%111,309
DELTA DENTAL OF CALIFORNIA
EIN 620812197
D
$663K19.9%112,254
VISION SERVICE PLAN
EIN 061227840
V
$132K4.0%11871
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$72K2.2%1150

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILPRUDENTIAL INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, DELTA DENTAL OF TENNESSEE$218K$0$218K95.1%1
ARTHUR E. LETTESMEMPHIS, TNUNUM LIFE INSURANCE COMPANY OF AMERICA$5K$0$5K2.4%1
THE BRAKEBILL COMPANYMEMPHIS, TNUNUM LIFE INSURANCE COMPANY OF AMERICA$5K$0$5K2.4%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$285$2850.1%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
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