Form 5500 · Employee benefit plan · KNOXVILLE, TN
ANDERSON MANAGEMENT SERVICES, INC
The filing calls this plan ANDERSON COMPANIES ASSOCIATE HEALTH BENEFITS PLAN.
ANDERSON MANAGEMENT SERVICES, INC of KNOXVILLE, TN insures health, dental, vision, life, disability and stop-loss coverage for its employees, per Schedule A of its Form 5500. Its broker of record is MARSH & MCLENNAN. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 2 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-1849640 · plan 502 · plan year 2025, filed Apr 14, 2026
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95 other employer plans in Tennessee have policy years ending in June. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The plan's financial statement reports paying insurance carriers far less than the premium on its insurance contracts, so most benefits were paid from plan money.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life, disability and stop-loss; the largest, with BLUECROSS BLUESHIELD OF TEXAS, covers 1,734 people.
The medical plan carries stop-loss coverage: the filing reports the plan paying its own health claims, with insured protection against large ones.
Reported premium across the insured contracts is $14,449,555, with $148,940 in disclosed broker commissions — about 1% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
MARSH & MCLENNAN is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 1,632 | Jul 1, 2025 | $1,426,911 | $132,609 |
| BLUECROSS BLUESHIELD OF TEXAS | Health, Dental, Stop-loss | 1,734 | Jul 1, 2025 | $12,913,697 | $16,331 |
| VISION SERVICE PLAN | Vision | 1,139 | Jul 1, 2025 | $108,947 | $0 |
Premium and claims on this contract
BLUECROSS BLUESHIELD OF TEXAS, contract 239858. For the contract year on this filing, the carrier reported $12,913,697 in premium earned and $13,366,247 in claims incurred. Dividing one by the other gives 104%.
- BLUECROSS BLUESHIELD OF TEXAS, contract 239858 reported $601,644 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
Named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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