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Sponsor portfolioWelfare / HealthEIN 47-3105463
FMS, FINANCIAL MANAGEMENT SERVICES, LLC
800 CORPORATE CENTER II · FORT LAUDERDALE, FL 33334
4107619400
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$203K
No prior year
Persons covered
163
No prior year
Total participants
168
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $114K | 39.1% | |
| Life | $87K | 30.0% | |
| Short-term disability | $36K | 12.5% | |
| Long-term disability | $35K | 12.0% | |
| Vision | $19K | 6.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LSTDLTDOth | $158K | 77.9% | 1 | 4 | 152 |
EIN 390989781 | Oth | $22K | 10.9% | 1 | 1 | 18 |
EIN 363560825 | V | $19K | 9.2% | 1 | 1 | 163 |
EIN 132556568 | STD | $4K | 2.0% | 1 | 1 | 113 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AP BENEFIT ADVISORS, LLC | HUNT VALLEY, MD | LIFE INSURANCE COMPANY OF NORTH AMERICA, VISION SERVICE PLAN, TRANSAMERICA LIFE INSURANCE COMPANY | $36K | $0 | $36K | 99.3% | 1 |
| ASSUREDPARTNERS | HUNT VALLEY, MD | NEW YORK LIFE GROUP INSURANCE COMPANY OF NY | $245 | $0 | $245 | 0.7% | 1 |
History & trajectory
8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan