Form 5500 · Employee benefit plan · WAYNE, PA
BM TECHNOLOGIES, INC. DBA BMTX
BM TECHNOLOGIES, INC. DBA BMTX of WAYNE, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-3410369 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 201 | January | $7,052 |
| DELTA DENTAL OF PENNSYLVANIA | Dental | 348 | January | $593 |
| VSP | Vision | 176 | January | $132 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 145 | January | $0 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 203 | January | $0 |
Questions
Who is BM TECHNOLOGIES, INC. DBA BMTX's benefits broker?
Per its most recent Form 5500 Schedule A, BM TECHNOLOGIES, INC. DBA BMTX's broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does BM TECHNOLOGIES, INC. DBA BMTX use?
BM TECHNOLOGIES, INC. DBA BMTX's benefit plan is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.
When does BM TECHNOLOGIES, INC. DBA BMTX's group plan renew?
The most recent Schedule A policy period for BM TECHNOLOGIES, INC. DBA BMTX ended in January. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BM TECHNOLOGIES, INC. DBA BMTX's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.