Back to filter
Original filing (PDF)20251008111107NAL0002947251001
BMS INTERMEDIARIES, INC.
Form 5500
FILING_RECEIVED
BMS INTERMEDIARIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
233
Accounts w/ balance
308
Plan assets (EOY)
$47.5M
Net assets (EOY)
$47.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BMS INTERMEDIARIES, INC..
Plan sponsor
Name
BMS INTERMEDIARIES, INC.
EIN
75-2857254
Address
7650 EDINBOROUGH WAY · SUITE 600 · EDINA, MN · 55435
Phone
(952) 224-0200
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOULAY PLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
25 direct securities · 1 pooled fund· $47.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$45.4M
25 holdings
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Advisors, LLC Blackrock LFPTH Indx 2040 K Fd | — | — | — | $5.3M | 11.1% | |
| Fidelity Management & Research Fidelity 500 Index Fund | — | — | — | $4.8M | 10.1% | |
| BlackRock Advisors, LLC Blackrock LFPTH Indx 2035 K Fd | — | — | — | $4.6M | 9.7% | |
| BlackRock Advisors, LLC Blackrock LFPTH Ind Rtrmt K Fd | — | — | — | $4.5M | 9.4% | |
| BlackRock Advisors, LLC Blackrock LFPTH Indx 2030 K Fd | — | — | — | $3.4M | 7.3% | |
| BlackRock Advisors, LLC Blackrock LFPTH Indx 2045 K Fd | — | — | — | $3.2M | 6.7% | |
| Principal Global Investors Large Cap Growth I R6 Fund | — | — | — | $2.8M | 6.0% | |
| Self- Directed Brokerage Account Common stocks and mutual funds | — | — | — | $2.3M | 4.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.1M | 4.5% | |
| BlackRock Advisors, LLC Blackrock LFPTH Indx 2055 K Fd | — | — | — | $2.1M | 4.4% | |
| Massachusetts Financial Svc Co MFS INTL DIVERSIFICATION R3 FD | — | — | — | $1.6M | 3.4% | |
| BlackRock Advisors, LLC Blackrock LFPTH Indx 2050 K Fd | — | — | — | $1.4M | 3.1% | |
| Massachusetts Financial Svc Co MFS Value R3 Fund | — | — | — | $1.4M | 2.9% | |
| JP Morgan Investment Mgmt Inc. Undisc Mgrs Behav Value R6 Fd | — | — | — | $1.2M | 2.6% | |
| BlackRock Advisors, LLC Blackrock LFPTH Indx 2060 K Fd | — | — | — | $1.1M | 2.4% | |
| BlackRock Advisors, LLC Blackrock LFPTH Indx 2065 K Fd | — | — | — | $1.0M | 2.2% | |
| Conestoga Capital Conestoga Small Cap Instl Fund | — | — | — | $1.0M | 2.1% | |
| Capital Research and Mgmt Co American Funds New world R6 | — | — | — | $813K | 1.7% | |
| BlackRock Advisors, LLC Black Rock High Yield Bond K fund | — | — | — | $684K | 1.4% | |
| Fidelity Management & Research Fidelity Mid Cp index Fund | — | — | — | $629K | 1.3% | |
| Western Asset Management Co. Western Asset core Bond IS Fd | — | — | — | $581K | 1.2% | |
| Fidelity Management & Research Fidelity Sm Cp index Fund | — | — | — | $399K | 0.8% | |
| Fidelity Management & Research Fidelity International Idx Fund | — | — | — | $153K | 0.3% | |
| Participant Loans Interest rates range from 5.25% to | — | — | — | $145K | 0.3% | |
| Cohen & Steers Mutual Funds Cohen & Steers I Realty Sh Fd | — | — | — | $77K | 0.2% | |
| (E) | — | — | — | $77K | 0.2% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Insurance Agencies & Brokerages plans
CHARLES L. CRANE AGENCY COMPANY
CHARLES L. CRANE AGENCY COMPANY 401(K) PLAN
$47.7M · 231 participants
INTEGRATED FINANCIAL SETTLEMENTS
INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN
$46.7M · 190 participants
NODAK INSURANCE COMPANY
NODAK INSURANCE COMPANY 401(K) PROFIT SHARING PLAN
$48.6M · 222 participants
WARNER PACIFIC INSURANCE SERVICE
WARNER PACIFIC INSURANCE SERVICES, INC. RETIREMENT PLAN
$49.4M · 515 participants
GREGORY & APPEL INC.
EMPLOYEES PROFIT SHARING PLAN OF GREGORY & APPEL INC.
$49.7M · 165 participants
INSURANCE RESOURCES INTERNATIONAL, INC.
INSURANCE RESOURCES INTERNATIONAL, INC. 401(K) PLAN
$45.2M · 215 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B