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Filings through Oct 24, 2026.

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BMS Intermediaries, Inc.

EIN 75-2857254-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
1
$53.9M assets
Health & Benefits
2
$717K premiums
Participants
505
7650 EDINBOROUGH WAY, SUITE 600 - EDINA, MN 55435952-224-0200
Plans on this EIN
3 filings
#001401(k)-$53.9M - 293 part#510Mixed-$562K - 417 lives#503Fully insured-$155K - 0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $717K premiums / 417 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$296K
  • Life$248K
  • Dental$247K
  • Short-term disability$207K
  • Long-term disability$207K
  • Vision$20K
Total $562K6 rows
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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

BMS INTERMEDIARIES, INC. 401(K) PLAN

401(k)

Assets$53.9M
Participants293
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

BMS INTERMEDIARIES, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$562K
Covered lives417
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

BMS INTERMEDIARIES INC GROUP UNIVERSAL LIFE PLAN

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$155K
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BMS INTERMEDIARIES, INC. 401(K) PLAN401(k)$53.9M2932025
  • BMS INTERMEDIARIES, INC. 401(K) PLAN$53.9M
    #001 · 401(k) · 2025293

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510BMS INTERMEDIARIES, INC. HEALTH AND WELFARE BENEFIT PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$562K4172025
#503BMS INTERMEDIARIES INC GROUP UNIVERSAL LIFE PLANFully insuredMETROPOLITAN LIFE INSURANCE COMPANY$155K02024
  • BMS INTERMEDIARIES, INC. HEALTH AND WELFARE BENEFIT PLAN$562K
    #510 · Mixed · STARMOUNT LIFE INSURANCE COMPANY · 2025417
  • BMS INTERMEDIARIES INC GROUP UNIVERSAL LIFE PLAN$155K
    #503 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 20240
Retirement plans
Health & Benefits plans

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