Form 5500 · Employee benefit plan · NASHVILLE, TN
'&PARTNERS, LLC
The filing calls this plan '&PARTNERS, LLC HEALTH & WELFARE BENEFIT PLAN.
Public Form 5500 records show how '&PARTNERS, LLC of NASHVILLE, TN, a finance and insurance employer, structures its employee benefits. Its broker of record is BENEFITS INC.. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-1627736 · plan 501 · plan year 2025, filed Jul 23, 2026
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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
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: 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 2 insured contracts covering health, dental, vision, life and disability; the largest, with PRINCIPAL LIFE INSURANCE COMPANY, covers 1,271 people.
Reported premium across the insured contracts is $1,744,053, with $242,681 in disclosed broker commissions — about 14% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
BENEFITS INC. is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: PRINCIPAL LIFE INSURANCE COMPANY and BLUERE OF TENNESSEE.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 1,271 | Jan 1, 2026 | $1,383,006 | $204,023 |
| BLUERE OF TENNESSEE | Health | 902 | Jan 1, 2026 | $361,047 | $38,658 |
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. The service providers are named on Schedule C of this filing. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
1,160 other employer plans in Tennessee are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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