Plan Ledger DOL Form 5500 · updated monthly

Wms Partners LLCbenefits

Wms Partners, LLC Employee Benefit Plan · TOWSON, MD · plan year 2024

Broker compensation reported · 2024
$39,546

Wms Partners LLC's benefits plans covered 78 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $39,546 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $507 per covered person, in the top quarter of employer plans that report broker pay. Brokers were paid 3.3x the $11,975 reported for 2023.

Insurance contracts · 20244
EVEREST REINSURANCE COMPANY · stop-losspremiums n/a
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 78 covered
HM LIFE INSURANCE COMPANY · stop-losspremiums n/a · 60 covered
THE GUARDIAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 50 covered
Brokers & agents paid · 20245
TRIBRIDGE PARTNERS LLC$21,094
THE BALDWIN GROUP MID-ATLANTIC LLC$11,821 · incl $4,790 fees
TRIBRIDGE PARTNERS, LLC$3,581 · incl $955 fees
THE BALDWIN GROUP MID-ATLANTIC$875
KELLY & ASSOCIATES INSURANCE GROUP$2,175 · incl $424 fees
Also brokered by Tribridge Partners LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 521852466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.