Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$27K
- Life$7K
- Short-term disability$7K
- Long-term disability$7K
- Other$7K
- Dental$3K
- +1 more
Filings through .
WMS Partners LLC
EIN 52-1852466Latest filing 2025
Plans
2
Retirement
1
$19.3M assets
Health & Benefits
1
$37K premiums
Participants
168
1 WEST PENNSYLVANIA AVE., SUITE 800 - TOWSON, MD 21204410-337-7575
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $37K premiums / 78 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WMS PARTNERS LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$19.3M
Participants90
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WMS PARTNERS, LLC EMPLOYEE BENEFIT PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$37K
Covered lives78
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WMS PARTNERS LLC 401(K) PROFIT SHARING PLAN | 401(k) | $19.3M | 90 | 2024 |
- #001 · 401(k) · 202490
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WMS PARTNERS, LLC EMPLOYEE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $37K | 78 | 2025 |
- #501 · Mixed · HM LIFE INSURANCE COMPANY · 202578
Retirement plans
Health & Benefits plans