Form 5500 · Employee benefit plan · FORT LAUDERDALE, FL
FMS, FINANCIAL MANAGEMENT SERVICES, LLC
FMS, FINANCIAL MANAGEMENT SERVICES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is AP BENEFIT ADVISORS, LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 6 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-3105463 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 23 | July | $17,698 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 106 | July | $7,032 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 152 | July | $6,560 |
| VISION SERVICE PLAN | Vision | 163 | July | $1,720 |
| TRANSAMERICA LIFE INSURANCE COMPANY | — | 18 | July | $1,668 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 143 | July | $900 |
| NEW YORK LIFE GROUP INSURANCE COMPANY OF NY | — | 113 | July | $245 |
Questions
Who is FMS, FINANCIAL MANAGEMENT SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, FMS, FINANCIAL MANAGEMENT SERVICES, LLC's broker of record is AP BENEFIT ADVISORS, LLC.
What insurance carrier does FMS, FINANCIAL MANAGEMENT SERVICES, LLC use?
FMS, FINANCIAL MANAGEMENT SERVICES, LLC's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 7 disclosed carriers.
When does FMS, FINANCIAL MANAGEMENT SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for FMS, FINANCIAL MANAGEMENT SERVICES, LLC ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FMS, FINANCIAL MANAGEMENT SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.