Form 5500 · Employee benefit plan · BRENTWOOD, TN
BROOKDALE SENIOR LIVING INC.
The filing calls this plan BROOKDALE SENIOR LIVING, INC. WELFARE PLAN.
BROOKDALE SENIOR LIVING INC. of BRENTWOOD, TN spreads its employee benefits across 8 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is BENEFITSTORE, INC.. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-3068069 · plan 501 · plan year 2024, filed Oct 1, 2025
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1,160 other employer plans in Tennessee have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
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
Health: the largest of the 5 insured health contracts, with KAISER FOUNDATION HEALTH PLAN, INC., covers 97 of 37,307 participants (0.3%) on Schedule A.
Dental: AMERITAS LIFE INSURANCE CORP. covers 264 of 37,307 participants (0.7%) on Schedule A.
Also declared: prepaid legal, 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 17 insured contracts covering health, dental, vision, life and disability; the largest, with METROPOLITAN LIFE INSURANCE COMPANY, covers 15,647 people.
Reported premium across the insured contracts is $16,184,903, with $1,232,868 in disclosed broker commissions — about 7.6% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in November. The plan is on a split renewal cycle.
BENEFITSTORE, INC. is the broker of record on 3 of the 17 contracts; the rest name a different broker or none.
8 carriers appear on the filing, including METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN, INC. and METLIFE LEGAL PLANS. METROPOLITAN LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | — | 4,454 | Jan 1, 2025 | $1,099,989 | $294,604 |
| METROPOLITAN LIFE INSURANCE COMPANY | Disability | 15,647 | Jan 1, 2025 | $4,889,955 | $255,744 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 5,814 | Jan 1, 2025 | $1,011,041 | $193,873 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 27,137 | Jan 1, 2025 | $3,136,907 | $185,388 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 6,306 | Jan 1, 2025 | $556,132 | $151,228 |
| METROPOLITAN LIFE INSURANCE COMPANY | Disability | 2,041 | Jan 1, 2025 | $732,256 | $59,424 |
| ZURICH AMERICAN INSURANCE COMPANY | Health | 194 | Dec 1, 2024 | $121,674 | $34,678 |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 264 | Dec 1, 2024 | $121,196 | $24,240 |
| METLIFE LEGAL PLANS | — | 835 | Jan 1, 2025 | $176,378 | $17,446 |
| METROPOLITAN LIFE INSURANCE COMPANY | Disability | 1,032 | Jan 1, 2025 | $243,670 | $16,243 |
| VISION SERVICE PLAN | Vision | 9,823 | Jan 1, 2025 | $1,811,292 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 97 | Jan 1, 2025 | $1,126,537 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 107 | Jan 1, 2025 | $998,569 | $0 |
| COMPSYCH CORPORATION | — | 36,148 | Jan 1, 2025 | $96,161 | $0 |
| HARTFORD LIFE AND ACCIDENT | Disability | 3,165 | Jan 1, 2025 | $29,667 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 16 | Jan 1, 2025 | $27,979 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 20,000 | Jan 1, 2025 | $5,500 | $0 |
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: 416 employees, 31 recordable cases, 242 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
One establishment filed under this EIN is left out of these figures: the hours and employees it reported could not both be right.
Other plans filed by this employer
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