Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Other$111K
- Life$51K
- Long-term disability$30K
- Short-term disability$16K
Filings through .
Bmi Financial Group, Inc.
EIN 59-2787441financial servicesLatest filing 2025
Plans
3
Retirement
1
$10.2M assets
Health & Benefits
2
$1.5M premiums
Participants
344
8950 SW 74TH CT 23RD FLOOR - MIAMI, FL 33156305-443-2898bmipreferred.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $1.5M premiums / 324 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
BMI COMPANIES RETIREMENT SAVINGS PLAN
401(k)
Assets$10.2M
Participants185
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
BMI FINANCIAL GROUP, INC. HEALTH & WELFARE PLAN
Mixed - BLUE CROSS BLUE SHIELD OF FLORIDA
Premiums$1.4M
Covered lives158
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
BMI FINANCIAL GROUP, INC. LIFE PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$94K
Covered lives166
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BMI COMPANIES RETIREMENT SAVINGS PLAN | 401(k) | $10.2M | 185 | 2025 |
- #001 · 401(k) · 2025185
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | BMI FINANCIAL GROUP, INC. HEALTH & WELFARE PLAN | Mixed | BLUE CROSS BLUE SHIELD OF FLORIDA | $1.4M | 158 | 2025 |
| #501 | BMI FINANCIAL GROUP, INC. LIFE PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $94K | 166 | 2024 |
- #502 · Mixed · BLUE CROSS BLUE SHIELD OF FLORIDA · 2025158
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2024166
Retirement plans
Health & Benefits plans