Form 5500 · Employee benefit plan · OAK RIDGE, TN
UT-BATTELLE, LLC
Public Form 5500 records show how UT-BATTELLE, LLC of OAK RIDGE, TN, a professional services employer, structures its employee benefits. Its broker of record is BUCK GLOBBAL, LLC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-1788235 · plan 511 · as of Aug 2026
Plan brief
All 7 insured contracts are life coverage, split across METROPOLITAN LIFE INSURANCE COMPANY, ARAG INSURANCE COMPANY and ZURICH AMERICAN INSURANCE COMPANY.
Reported premium across the insured contracts is $14,692,150, with $155,703 in disclosed broker commissions — about 1.1% 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.
BUCK GLOBBAL, LLC is the broker of record on 1 of the 7 contracts; the rest name a different broker or none.
3 carriers appear on the filing — METROPOLITAN LIFE INSURANCE COMPANY, ARAG INSURANCE COMPANY and ZURICH AMERICAN INSURANCE COMPANY — with METROPOLITAN LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ARAG INSURANCE COMPANY | — | 5,752 | December | $632,723 | $82,254 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 4,051 | December | $445,696 | $66,854 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 7,004 | June | $43,968 | $6,595 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 3,063 | December | $2,507,421 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 1,753 | December | $4,671,101 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 5,097 | December | $6,112,585 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 6,617 | December | $278,656 | $0 |
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