Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$288K
- Life$85K
- Short-term disability$85K
- Long-term disability$85K
- Other$85K
- Dental$35K
- +1 more
Sponsor portfolio
WMS PARTNERS LLC
EIN 52-1852466Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$19.3M assets
Welfare
1
$408K premiums
Participants
168
1 WEST PENNSYLVANIA AVE., SUITE 800 - TOWSON, MD 21204410-337-7575
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $408K premiums / 78 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- HM LIFE INSURANCE COMPANY71%
- SUN LIFE ASSURANCE COMPANY OF CANADA21%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
- EVEREST REINSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
62%top
- TRIBRIDGE PARTNERS LLC62%
- THE BALDWIN GROUP WEST LLC32%
- KELLY & ASSOCIATES INSURANCE GROUP5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WMS PARTNERS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$19.3M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WMS PARTNERS, LLC EMPLOYEE BENEFIT PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$408K
Covered lives78
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WMS PARTNERS LLC 401(K) PROFIT SHARING PLAN | 401k | $19.3M | 90 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WMS PARTNERS, LLC EMPLOYEE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $408K | 78 | 2024 |
Retirement plans
Welfare plans