PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. TMS Management, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

TMS Management, LLC

EIN 82-3713087-Wholesale Trade-Latest filing 2025
Plans
4
Retirement
1
$2.0M assets
Health & Benefits
3
$2.7M premiums
Participants
2,806
301 JOHNSON AVENUE NORTH - TALLADEGA, AL 35160256-362-4124
Plans on this EIN
4 filings
#001401(k)-$2.0M - 722 part#501Mixed-$2.1M - 1,199 lives#502Mixed-$465K - 713 lives#503Mixed-$133K - 172 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Benefits portfolio analytics

3 plans / $2.7M premiums / 2,084 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Life$370K
  • Short-term disability$370K
  • Long-term disability$370K
  • +1 more
Total $2.7M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

TMSFILTERBUY 401(K) PLAN

401(k)

Assets$2.0M
Participants722
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TMS MANAGEMENT LLC HEALTH BENEFITS

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives1,199
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

TMS MANAGEMENT LLC LIFE INSURANCE

Mixed - EQUITABLE FINANCIAL LIFE

Premiums$465K
Covered lives713
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

TMS MANAGEMENT LLC SECONDARY INSURANCE

Mixed - TRANSAMERICA INSURANCE COMPANY

Premiums$133K
Covered lives172
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TMSFILTERBUY 401(K) PLAN401(k)$2.0M7222025
  • TMSFILTERBUY 401(K) PLAN$2.0M
    #001 · 401(k) · 2025722

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TMS MANAGEMENT LLC HEALTH BENEFITSMixedUNITED HEALTHCARE INSURANCE COMPANY$2.1M1,1992025
#502TMS MANAGEMENT LLC LIFE INSURANCEMixedEQUITABLE FINANCIAL LIFE$465K7132025
#503TMS MANAGEMENT LLC SECONDARY INSURANCEMixedTRANSAMERICA INSURANCE COMPANY$133K1722025
  • TMS MANAGEMENT LLC HEALTH BENEFITS$2.1M
    #501 · Mixed · UNITED HEALTHCARE INSURANCE COMPANY · 20251,199
  • TMS MANAGEMENT LLC LIFE INSURANCE$465K
    #502 · Mixed · EQUITABLE FINANCIAL LIFE · 2025713
  • TMS MANAGEMENT LLC SECONDARY INSURANCE$133K
    #503 · Mixed · TRANSAMERICA INSURANCE COMPANY · 2025172
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica