# WMS PARTNERS, LLC EMPLOYEE BENEFIT PLAN

Health and welfare plan sponsored by **WMS PARTNERS LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | WMS PARTNERS LLC |
| EIN | 521852466 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | TOWSON, MD |
| Industry | Finance and Insurance |
| Funding | mixed |
| Total premiums | $37K |
| Participants | 78 |
| Persons covered | 78 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| HM LIFE INSURANCE COMPANY | Stop-loss |
| SUN LIFE FINANCIAL | Life, STD, LTD, Other |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision |

## Brokers

| Broker | Placed with |
|---|---|
| TRIBRIDGE PARTNERS LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| THE BALDWIN GROUP WEST LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| KELLY & ASSOCIATES INSURANCE GROUP | THE GUARDIAN LIFE INSURANCE COMPANY |
| TRIBRIDGE PARTNERS LLC | THE GUARDIAN LIFE INSURANCE COMPANY |
| THE BALDWIN GROUP WEST LLC | THE GUARDIAN LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/521852466-501
- Cite as: PlanOptica, https://planoptica.com/welfare/521852466-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers