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Sponsor portfolio

TM ASSOCIATES MANAGEMENT, INC.

EIN 52-2173104-Latest filing 2025
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$220K premiums
Participants
1,649
1375 PICCARD DRIVE, SUITE 375 - ROCKVILLE, MD 20850240-683-0300
Plans on this EIN
2 filings
#001401k-$9.1M - 773 part#501Fully Insured-$220K - 863 lives

Benefits portfolio analytics

1 plan / $220K premiums / 863 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$208K
  • Short-term disability$161K
  • Life$47K
  • Health$12K
  • Dental$12K
  • Vision$12K
  • +1 more
Total $220K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • HARTFORD LIFE AND ACCIDENT73%
  • TRUSTMARK INSURANCE COMPANY22%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
Total $220K3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • AP BENEFITS ADVISORS LLC72%
  • AP BENEFIT ADVISORS, LLC20%
  • AP BENEFIT ADIVSORS, LLC8%
Total $189K3 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

TM ASSOCIATES MANAGEMENT, INC. EMPLOYEES SAVINGS TRUST

401k

Assets$9.1M
Participants773
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TM ASSOCIATES MANAGEMENT, INC. FLEXIBLE BENEFIT PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$220K
Covered lives863
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TM ASSOCIATES MANAGEMENT, INC. EMPLOYEES SAVINGS TRUST401k$9.1M7732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TM ASSOCIATES MANAGEMENT, INC. FLEXIBLE BENEFIT PLANFully InsuredHARTFORD LIFE AND ACCIDENT$220K8632025
Retirement plans
Welfare plans
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