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Sponsor portfolio

BMI FINANCIAL GROUP, INC.

EIN 59-2787441-financial services-Latest filing 2025
Plans
3
Retirement
1
$10.2M assets
Welfare
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 filings
#001401k-$10.2M - 185 part#502Mixed-$1.4M - 158 lives#501Fully Insured-$94K - 166 lives

Benefits portfolio analytics

2 plans / $1.5M premiums / 324 covered lives

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
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • BLUE CROSS OF CALIFORNIA57%
  • UPMC HEALTH OPTIONS32%
  • USABLE LIFE7%
  • TRANSAMERICA LIFE INSURANCE COMPANY4%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • EMPLOYER BENEFITS CONSULTING LLC57%
  • HUB INTERNATIONAL MIDWEST LIMITED36%
  • AMWINS6%
  • EXCELSIOR BENEFITS LLC1%
Total $93K4 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

BMI COMPANIES RETIREMENT SAVINGS PLAN

401k

Assets$10.2M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BMI FINANCIAL GROUP, INC. HEALTH & WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.4M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BMI FINANCIAL GROUP, INC. LIFE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$94K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BMI COMPANIES RETIREMENT SAVINGS PLAN401k$10.2M1852025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BMI FINANCIAL GROUP, INC. HEALTH & WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF FLORIDA$1.4M1582025
501BMI FINANCIAL GROUP, INC. LIFE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$94K1662024
Retirement plans
Welfare plans
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