Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$89K
- Vision$89K
Sponsor portfolio
BMS MOVING & STORAGE
EIN 54-1867481Latest filing 2025
Plans
2
Retirement
1
$10.1M assets
Welfare
1
$1.3M premiums
Participants
519
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 243 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- BLUE CROSS OF CALIFORNIA77%
- KAISER FOUNDATION HEALTH PLAN INC16%
- UNITEDHEALTHCARE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- CORPORATE SYNERGIES GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BMS AND AFFILIATES 401(K) PLAN
401k
Assets$10.1M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BMS MOVING & STORAGE HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA
Premiums$1.3M
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BMS AND AFFILIATES 401(K) PLAN | 401k | $10.1M | 415 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BMS MOVING & STORAGE HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF FLORIDA | $1.3M | 243 | 2025 |
Retirement plans
Welfare plans