Plan Ledger DOL Form 5500 · updated monthly

Baker, Donelson, Bearman, Caldwell and Berkowitzbenefits

Baker, Donelson, Bearman, Caldwell & Berkowitz Health Plan · MEMPHIS, TN · plan year 2025

Previously filed as Baker, Donelson, Bearman, Caldwell & Berkowitz. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$228,910

Baker, Donelson, Bearman, Caldwell and Berkowitz's benefits plans covered 1,342 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $608,752. Insurance brokers and agents were paid $228,910 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 37.6% of premiums. That is $171 per covered person, below the median for employer plans that report broker pay. Broker pay rose 5.8% from $216,394 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF TENNESSEE · dental$609K · 2,254 covered
VISION SERVICE PLAN · visionpremiums n/a · 871 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 1,309 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 50 covered
Brokers & agents paid · 20254
THE BRAKEBILL CO$5,426
ARTHUR E LETTES$5,426
IMG$285 · incl $285 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 621047356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.