Form 5500 · Employee benefit plan · NASHVILLE, TN
CUMBERLAND TRUST AND INVESTMENT COMPANY
CUMBERLAND TRUST AND INVESTMENT COMPANY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ROBERT P DUGAN. Coverage is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC. and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-1821473 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TENNESSEE, INC. | Health | 242 | December | $58,991 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 132 | December | $18,202 |
| STARMOUNT LIFE INSURANCE COMPANY | Dental, Vision | 118 | December | $8,405 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 31 | December | $3,117 |
Questions
Who is CUMBERLAND TRUST AND INVESTMENT COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, CUMBERLAND TRUST AND INVESTMENT COMPANY's broker of record is ROBERT P DUGAN.
What insurance carrier does CUMBERLAND TRUST AND INVESTMENT COMPANY use?
CUMBERLAND TRUST AND INVESTMENT COMPANY's benefit plan is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC., among 4 disclosed carriers.
When does CUMBERLAND TRUST AND INVESTMENT COMPANY's group plan renew?
The most recent Schedule A policy period for CUMBERLAND TRUST AND INVESTMENT COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CUMBERLAND TRUST AND INVESTMENT COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.