Form 5500 · Employee benefit plan · MEMPHIS, TN
BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ
BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ of MEMPHIS, TN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-1047356 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 1,279 | December | $163,980 |
| DELTA DENTAL OF TENNESSEE | Dental | 2,236 | December | $34,600 |
| UNUM LIFE INSURANCE COMPANY | — | 51 | December | $11,793 |
| VISION SERVICE PLAN | Vision | 866 | December | $5,753 |
Questions
Who is BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ's benefits broker?
Per its most recent Form 5500 Schedule A, BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ use?
BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ's benefit plan is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ's group plan renew?
The most recent Schedule A policy period for BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.