Form 5500 · Employee benefit plan · JOHNSON CITY, TN
BALLAD HEALTH
Public Form 5500 records show how BALLAD HEALTH (JOHNSON CITY, TN) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-1771290 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 11,177 | June | $267,013 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 6,097 | June | $221,600 |
| UNUM INSURANCE COMPANY | — | 3,559 | June | $188,018 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 11,028 | June | $81,085 |
| UNUM INSURANCE COMPANY | — | 2,276 | June | $63,062 |
| DELTA DENTAL OF TENNESSEE | Dental | 17,587 | June | $54,315 |
| ARAG INSURANCE COMPANY | — | 1,720 | June | $19,128 |
| UNUM-PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 365 | June | $13,421 |
| VISION SERVICE PLAN | Vision | 7,824 | June | $0 |
Questions
Who is BALLAD HEALTH's benefits broker?
Per its most recent Form 5500 Schedule A, BALLAD HEALTH's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does BALLAD HEALTH use?
BALLAD HEALTH's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 9 disclosed carriers.
When does BALLAD HEALTH's group plan renew?
The most recent Schedule A policy period for BALLAD HEALTH ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BALLAD HEALTH's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.