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  2. BMSS, LLC
Sponsor portfolio

BMSS, LLC

EIN 46-1498870-Latest filing 2025
Plans
6
Retirement
1
$36.0M assets
Welfare
5
$6.5M premiums
Participants
1,863
1121 RIVERCHASE OFFICE ROAD - BIRMINGHAM, AL 35244256-428-3115
Plans on this EIN
6 filings
#001401k-$36.0M - 465 part#504Fully Insured-$3.4M - 331 lives#502Fully Insured-$2.0M - 276 lives#501Fully Insured-$560K - 310 lives#503Mixed-$454K - 288 lives#510Self Funded-0 lives

Benefits portfolio analytics

5 plans / $6.5M premiums / 1,205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Health$2.2M
  • Prescription drug$2.2M
  • Life$383K
  • Short-term disability$383K
  • Long-term disability$383K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • BLUE CROSS OF CALIFORNIA65%
  • UNITED AMERICAN INSURANCE COMPANY17%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA11%
  • CANOPY7%
Total $3.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • VALENT GROUP43%
  • J R PREWITT & ASSOCIATES INC36%
  • PROVIDENCE BENEFITS18%
  • IMA, INC.3%
  • IMG0%
Total $228K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BMSS 401(K) PROFIT SHARING PLAN

401k

Assets$36.0M
Participants465
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

BMSS, LLC GROUP INSURANCE BENEFITS

Fully Insured - BLUE CROSS BLUE SHIELD OF ALABAMA

Premiums$3.4M
Covered lives331
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BARFIELD, MURPHY, SHANK & SMITH, LLC

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.0M
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BARFIELD, MURPHY, SHANK & SMITH, LLC

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$560K
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BARFIELD, MURPHY, SHANK & SMITH, LLC

Mixed - GLOBE LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$454K
Covered lives288
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

BMSS, LLC

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BMSS 401(K) PROFIT SHARING PLAN401k$36.0M4652024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
504BMSS, LLC GROUP INSURANCE BENEFITSFully InsuredBLUE CROSS BLUE SHIELD OF ALABAMA$3.4M3312025
502BARFIELD, MURPHY, SHANK & SMITH, LLCFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.0M2762024
501BARFIELD, MURPHY, SHANK & SMITH, LLCFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$560K3102024
503BARFIELD, MURPHY, SHANK & SMITH, LLCMixedGLOBE LIFE AND ACCIDENT INSURANCE COMPANY$454K2882024
510BMSS, LLCSelf Funded-$002025
Retirement plans
Welfare plans
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