Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	TMS MANAGEMENT LLC HEALTH BENEFITS	Mixed	UNITED HEALTHCARE INSURANCE COMPANY	$2.1M	1,199	2025
502	TMS MANAGEMENT LLC LIFE INSURANCE	Mixed	EQUITABLE FINANCIAL LIFE	$465K	713	2025
503	TMS MANAGEMENT LLC SECONDARY INSURANCE	Mixed	TRANSAMERICA INSURANCE COMPANY	$133K	172	2025

Retirement plans

Welfare plans

Sponsor portfolio

TMS MANAGEMENT, LLC

EIN 82-3713087Wholesale TradeLatest filing 2025

Plans

Retirement

$2.0M assets

Welfare

$2.7M premiums

Participants

2,806

301 JOHNSON AVENUE NORTH - TALLADEGA, AL 35160256-362-4124

Plans on this EIN

4 filings

#001401k-$2.0M - 722 part #501Mixed-$2.1M - 1,199 lives #502Mixed-$465K - 713 lives #503Mixed-$133K - 172 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

78%top

UNITED HEALTHCARE INSURANCE COMPANY78%
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA13%
TRANSAMERICA LIFE INSURANCE COMPANY5%
UNUM LIFE INSURANCE COMPANY OF AMERICA3%

Broker market share

Schedule A broker compensation

Split broker

61%top

MCGRIFF INSURANCE SERVICES INC61%
MARSH & MCLENNAN AGENCY LLC12%
PJ SKELTON LLC6%
WEBTPA4%
LAKESHORE BENEFIT ALLIANCE LLC4%
+3 more

Plan deep-dives

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

Retirement#001

TMSFILTERBUY 401(K) PLAN

401k

Assets$2.0M

Participants722

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501