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Sponsor portfolioWelfare / HealthEIN 82-3713087

TMS MANAGEMENT LLC HEALTH BENEFITS

301 JOHNSON AVENUE NORTH · TALLADEGA, AL 35160
2563624124
Plans filed
3
Years active
2023–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
2,084
No prior year
Total participants
2,084
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$2.1M
TMS MANAGEMENT LLC HEALTH BENEFITS
Mixed1,199 covered·1 carrier
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #502$465K
TMS MANAGEMENT LLC LIFE INSURANCE
Mixed713 covered·2 carriers
Primary: EQUITABLE FINANCIAL LIFE
Plan #503$133K
TMS MANAGEMENT LLC SECONDARY INSURANCE
Mixed172 covered·1 carrier
Primary: TRANSAMERICA INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M27.6%
Dental$2.1M27.6%
Vision$2.1M27.6%
Life$370K4.8%
Short-term disability$370K4.8%
Long-term disability$370K4.8%
Other$228K2.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
HDV
$2.1M78.2%111,199
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
LSTDLTD
$370K13.5%11713
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 421445545
Oth
$133K4.8%11172
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$95K3.5%11145

Broker overview

29 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MCGRIFF INSURANCE SERVICES INCCHARLOTTE, NCEQUITABLE FINANCIAL LIFE, COLONIAL LIFE, UNITED HEALTHCARE INSURANCE COMPANY$68K$103K$171K60.5%2
MARSH & MCLENNAN AGENCY LLCGREENSBORO, NCCOLONIAL LIFE, TRANSAMERICA INSURANCE COMPANY$33K$0$33K11.5%2
PJ SKELTON LLCLAKWOOD RANCH, FLCOLONIAL LIFE$9K$8K$17K5.9%1
WEBTPAIRVING, TXTRANSAMERICA INSURANCE COMPANY$0$12K$12K4.3%1
LAKESHORE BENEFIT ALLIANCE LLCBIRMINGHAM, ALTRANSAMERICA INSURANCE COMPANY$12K$0$12K4.2%1
GIS BENEFITS INCMORRIS, ILEQUITABLE FINANCIAL LIFE$0$12K$12K4.2%1
AMWINSNORTH KINGSTOWN, RITRANSAMERICA INSURANCE COMPANY$0$11K$11K3.8%1
LBA SERVICE LLCBIRMINGHAM, ALTRANSAMERICA INSURANCE COMPANY$4K$0$4K1.4%1
BARBARA BAXTER DEJOHNBETHEL PARK, PACOLONIAL LIFE$2K$275$3K1.0%1
BARDEN AND ASSOCIATES LLCDADEVILLE, ALCOLONIAL LIFE$1K$728$2K0.8%1
TIMOTHY LEVI GUFFEYDALLAS, GACOLONIAL LIFE$341$1K$2K0.6%1
MARGARITA MACIAS-CHARBONIERTALLAHASSEE, FLCOLONIAL LIFE$1K$153$1K0.4%1
CAROLE H WARRENBIRMINGHAM, ALCOLONIAL LIFE$577$292$8690.3%1
JEFFREY BLAKE TAYLORNORTHPORT, ALCOLONIAL LIFE$94$716$8100.3%1
GARY WAYNE LINVILLEHUNTSVILLE, ALCOLONIAL LIFE$198$453$6510.2%1
HEATHER HORNLOCUST FORK, ALCOLONIAL LIFE$468$145$6130.2%1
THE HORTON GROUPPENSACOLA, FLCOLONIAL LIFE$96$389$4850.2%1
TIMOTHY J SLATERPITTSBURGH, PACOLONIAL LIFE$364$81$4450.2%1
DAVID TYLER BURRUSSHELBY, ALCOLONIAL LIFE$136$302$4380.2%1
RONALD AUSTIN WIMBERLEYSANTA ROSA BEACH, FLCOLONIAL LIFE$144$78$2220.1%1
DEMPSEY D BELLMINTER, ALCOLONIAL LIFE$100$0$1000.0%1
KARA HUGHES PARDUESPANISH FORT, ALCOLONIAL LIFE$45$0$450.0%1
JOSHUA LEE BURSTONNEWNAN, GACOLONIAL LIFE$27$0$270.0%1
BRIAN W MORGANPLEASANT GROVE, UTCOLONIAL LIFE$26$0$260.0%1
MELANIE DENISE DEYTONBROOKS, GACOLONIAL LIFE$23$0$230.0%1
DANIELLE BARDENDADEVILLE, ALCOLONIAL LIFE$15$0$150.0%1
KAITLIN OKEEFEPEACHTREE CITY, GACOLONIAL LIFE$9$0$90.0%1
MELISSA BILLINGSLEYOCEAN SPRINGS, MSCOLONIAL LIFE$1$7$80.0%1
HARMON DENNIS BRADSHAW INCMONTGOMERY, ALCOLONIAL LIFE, UNITED HEALTHCARE INSURANCE COMPANY$126-$1K-$996-0.4%2

History & trajectory

3 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
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