Form 5500 · Employee benefit plan · TOWSON, MD
WMS PARTNERS LLC
WMS PARTNERS LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is TRIBRIDGE PARTNERS, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-1852466 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 78 | December | $28,125 |
| THE GUARDIAN LIFE INSURANCE COMPANY | Dental, Vision | 50 | December | $5,252 |
| EVEREST REINSURANCE COMPANY | Stop-loss | 0 | December | $0 |
| HM LIFE INSURANCE COMPANY | Stop-loss | 60 | December | $0 |
Questions
Who is WMS PARTNERS LLC's benefits broker?
Per its most recent Form 5500 Schedule A, WMS PARTNERS LLC's broker of record is TRIBRIDGE PARTNERS, LLC.
What insurance carrier does WMS PARTNERS LLC use?
WMS PARTNERS LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does WMS PARTNERS LLC's group plan renew?
The most recent Schedule A policy period for WMS PARTNERS LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WMS PARTNERS LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.