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Sponsor portfolio

THE BMS ENTERPRISES, LLC

EIN 75-1463179-Latest filing 2025
Plans
2
Retirement
1
$22.1M assets
Welfare
1
$771K premiums
Participants
2,125
5718 AIRPORT FWY - HALTOM CITY, TX 76117866-622-1065
Plans on this EIN
2 filings
#001401k-$22.1M - 1,105 part#506Mixed-$771K - 1,010 lives

Benefits portfolio analytics

1 plan / $771K premiums / 1,010 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$469K
  • Short-term disability$469K
  • Long-term disability$469K
  • Other$469K
  • Dental$248K
  • Vision$53K
Total $771K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA61%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY32%
  • EYEMED VISION CARE7%
Total $771K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $7K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE BMS ENTERPRISES 401(K) PLAN

401k

Assets$22.1M
Participants1,105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

BMS ENTERPRISES EMPLOYEE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$771K
Covered lives1,010
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE BMS ENTERPRISES 401(K) PLAN401k$22.1M1,1052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506BMS ENTERPRISES EMPLOYEE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$771K1,0102025
Retirement plans
Welfare plans
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