Form 5500 · Employee benefit plan · CORDOVA, TN
B'NAI B'RITH HOME & HOSPITAL FOR THE AGED, INC.
The filing calls this plan MEMPHIS JEWISH HOME & REHAB WELFARE BENEFITS PLAN.
B'NAI B'RITH HOME & HOSPITAL FOR THE AGED, INC. of CORDOVA, TN is a 132-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is JONATHAN FRISCH. Coverage is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC. and 3 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-0499939 · plan 501 · plan year 2025, filed Dec 12, 2025
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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: 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 5 insured contracts covering health, dental, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF TENNESSEE, INC., covers 186 people.
Reported premium across the insured contracts is $1,436,683, with $86,931 in disclosed broker commissions — about 6.1% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
JONATHAN FRISCH is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including BLUECROSS BLUESHIELD OF TENNESSEE, INC., EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA and CIGNA HEALTH AND 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 | 186 | Jun 1, 2025 | $1,250,796 | $66,800 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Health, Vision, Life, Disability | 208 | Jun 1, 2025 | $103,534 | $11,066 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental | 137 | Jun 1, 2025 | $61,230 | $6,516 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 84 | Jun 1, 2025 | $14,545 | $1,440 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 75 | Jun 1, 2025 | $6,578 | $1,109 |
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: 248 employees, 10 recordable cases, 4 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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