Plan Ledger DOL Form 5500 · updated monthly

Montgomery Bell Academybenefits

Montgomery Bell Academy Welfare Benefit Plan · NASHVILLE, TN · plan year 2025

Broker compensation reported · 2025
$104,220

Montgomery Bell Academy's benefits plans covered 157 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $104,220 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $664 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 2.3% from $101,888 in 2024.

Insurance contracts · 20255
BLUECROSS BLUESHIELD OF TENNESSEE, INC. · healthpremiums n/a · 306 covered
GUARDIAN · dental visionpremiums n/a · 111 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 157 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 157 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 71 covered
Brokers & agents paid · 20254
ELIZABETH N ZIEGLER$78,623
MARSH & MCLENNAN AGENCY LLC$5,421 · incl $1,815 fees
MCGRIFF INSURANCE SERVICES INC$19,353 · incl $6,200 fees
WATCHTOWER$823
Also brokered by Elizabeth N Ziegler1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 620513741 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.