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Benefits Intelligence/Broker Directory/Maryland

Hms Financial Services, Inc.

Hunt Valley, MD

Hms Financial Services, Inc. of Hunt Valley, MD is the broker of record on 119 Form 5500 Schedule A filings covering 28 employer benefit plans across 6 states, with $3,622,475 in reported broker commissions (plan year 2022).

Employer clients
28
distinct plan sponsors
Schedule A filings
119
States served
6
Reported commissions
$3,622,475
plan year 2022
Reported fees
$818,756

Employer clients

Plan sponsors naming Hms Financial Services, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Bowman Consulting Group, LtdVA5142017-12-31
Medical Systems, Inc.MS4682013-06-30
Norris Automotive GroupMD4202017-10-31
25 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.