Bms Intermediaries, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bms Intermediaries, Inc. (EIN 75-2857254) is a plan sponsor located in Edina, MN with 8 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 75-2857254
- Location
- Edina, MN
- Loaded plans
- 8
- Total reported participants
- 1,962
- Total reported plan assets (EOY)
- $41,498,636
- Plans with financial data
- 1
- Plans with provider compensation
- 1
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Bms Intermediaries, Inc. 401(K) Plan | 001 | 261 | $41,498,636 | 2023 |
| Bms Intermediaries, Inc. Vision Plan | 507 | 463 | not reported in the loaded dataset | 2023 |
| Bms Intermediaries Inc Group Universal Life Plan | 503 | 213 | not reported in the loaded dataset | 2023 |
| Bms Intermediaries, Inc. Short Term Disability & Long Term Disability Plans | 504 | 213 | not reported in the loaded dataset | 2023 |
| Bms Intermediaries, Inc. Business Travel Accident Plan | 505 | 213 | not reported in the loaded dataset | 2023 |
| Bms Intermediaries, Inc. Accidental Death And Dismemberment Plan | 506 | 213 | not reported in the loaded dataset | 2023 |
| Bms Intermediaries, Inc. Dental Plan | 502 | 205 | not reported in the loaded dataset | 2023 |
| Bms Intermediaries, Inc. Medical Plan | 501 | 181 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Bms Intermediaries, Inc. 401(K) Plan | 261 | H, C | 20240930105228NAL0002570067001 |
| 2023 | Bms Intermediaries, Inc. Medical Plan | 181 | — | 20241014111003NAL0026005713001 |
| 2023 | Bms Intermediaries, Inc. Dental Plan | 205 | — | 20241014111005NAL0044274656001 |
| 2023 | Bms Intermediaries, Inc. Short Term Disability & Long Term Disability Plans | 213 | — | 20241014111007NAL0027115505001 |
| 2023 | Bms Intermediaries, Inc. Business Travel Accident Plan | 213 | — | 20241014111009NAL0026005857001 |
| 2023 | Bms Intermediaries, Inc. Accidental Death And Dismemberment Plan | 213 | — | 20241014111011NAL0026005905001 |
| 2023 | Bms Intermediaries, Inc. Vision Plan | 463 | — | 20241014111012NAL0027115713001 |
| 2023 | Bms Intermediaries Inc Group Universal Life Plan | 213 | — | 20250107111007NAL0015216688001 |