Form 5500 · Employee benefit plan · NASHVILLE, TN
MONTGOMERY BELL ACADEMY
MONTGOMERY BELL ACADEMY of NASHVILLE, TN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ELIZABETH N ZIEGLER. Coverage is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC. and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-0513741 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TENNESSEE, INC. | Health | 306 | December | $78,623 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 157 | December | $7,903 |
| GUARDIAN | Dental, Vision | 111 | December | $4,429 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 157 | December | $3,116 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 71 | December | $2,134 |
Questions
Who is MONTGOMERY BELL ACADEMY's benefits broker?
Per its most recent Form 5500 Schedule A, MONTGOMERY BELL ACADEMY's broker of record is ELIZABETH N ZIEGLER.
What insurance carrier does MONTGOMERY BELL ACADEMY use?
MONTGOMERY BELL ACADEMY's benefit plan is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC., among 5 disclosed carriers.
When does MONTGOMERY BELL ACADEMY's group plan renew?
The most recent Schedule A policy period for MONTGOMERY BELL ACADEMY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MONTGOMERY BELL ACADEMY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.