Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$114K
- Life$87K
- Short-term disability$36K
- Long-term disability$35K
- Vision$19K
Sponsor portfolio
FMS, FINANCIAL MANAGEMENT SERVICES, LLC
EIN 47-3105463Latest filing 2025
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$203K premiums
Participants
475
800 CORPORATE CENTER II, SUITE 350 - FORT LAUDERDALE, FL 33334410-761-9400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $203K premiums / 163 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA78%
- TRANSAMERICA LIFE INSURANCE COMPANY11%
- VISION SERVICE PLAN9%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK2%
Broker market share
Schedule A broker compensation
99%top
- AP BENEFIT ADVISORS, LLC99%
- ASSUREDPARTNERS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FMS 401(K) PLAN
401k
Assets$21.0M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FMS, FINANCIAL MANAGEMENT SERVICES, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$203K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FMS 401(K) PLAN | 401k | $21.0M | 307 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FMS, FINANCIAL MANAGEMENT SERVICES, LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $203K | 163 | 2025 |
Retirement plans
Welfare plans