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Sponsor portfolioTH

BMS INTERMEDIARIES, INC.

EIN 75-2857254-Latest filing 2025
Plans
3
Retirement
1
$47.5M assets
Welfare
2
$717K premiums
Participants
523
7650 EDINBOROUGH WAY, SUITE 600 - EDINA, MN 55435952-224-0200
Plans on this EIN
3 filings
#001401k-$47.5M - 311 part#510Mixed-$562K - 417 lives#503Fully Insured-$155K - 0 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA50%
  • STARMOUNT LIFE INSURANCE COMPANY44%
  • EYEMED VISION CARE4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $562K5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MARSH & MCLENNAN AGENCY LLC93%
  • USI INSURANCE SERVICES LLC3%
  • REUBEN WARNER ASSOCIATES, INC.3%
  • JOSEPH HUTH1%
Total $52K4 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

BMS INTERMEDIARIES, INC. 401(K) PLAN

401k

Assets$47.5M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

BMS INTERMEDIARIES, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$562K
Covered lives417
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BMS INTERMEDIARIES INC GROUP UNIVERSAL LIFE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$155K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BMS INTERMEDIARIES, INC. 401(K) PLAN401k$47.5M3112024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
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