Form 5500 · Employee benefit plan · BRENTWOOD, TN
ASCENSION PROPERTY SERVICES, LLC
The filing calls this plan ASCENSION PROPERTY SERVICES, LLC HEALTH AND WELFARE PLAN.
Public Form 5500 records show how ASCENSION PROPERTY SERVICES, LLC of BRENTWOOD, TN, a real estate employer, structures its employee benefits. Its broker of record is JORDAN BURBACH. Coverage is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC. and 3 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-3362895 · plan 501 · plan year 2025, filed Jul 8, 2026
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91 other employer plans in Tennessee have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, 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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 6 insured contracts covering health, dental, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF TENNESSEE, INC., covers 929 people.
Reported premium across the insured contracts is $5,620,245, with $454,969 in disclosed broker commissions — about 8.1% of premium.
The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
JORDAN BURBACH is the broker of record on 1 of the 6 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including BLUECROSS BLUESHIELD OF TENNESSEE, INC., METROPOLITAN LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY and RELIANCE STANDARD LIFE INSURANCE COMPANY. BLUECROSS BLUESHIELD OF TENNESSEE, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TENNESSEE, INC. | Health | 929 | Oct 1, 2025 | $4,683,589 | $244,636 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 1,170 | Oct 1, 2025 | $406,295 | $80,290 |
| PRINCIPAL LIFE INSURANCE COMPANY | Health, Dental, Vision | 1,083 | Oct 1, 2025 | $359,032 | $64,618 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 209 | Oct 1, 2025 | $70,189 | $30,191 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 271 | Oct 1, 2025 | $55,440 | $25,131 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Health | 161 | Oct 1, 2025 | $45,700 | $10,103 |
Premium and claims on this contract
BLUECROSS BLUESHIELD OF TENNESSEE, INC., contract 141230. For the contract year on this filing, the carrier reported $4,683,589 in premium earned and $6,354,557 in claims incurred. Dividing one by the other gives 136%.
- BLUECROSS BLUESHIELD OF TENNESSEE, INC., contract 141230 reported $13,081 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
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 36 employees, 0 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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