Plan Ledger DOL Form 5500 · updated monthly

Assetmark Financial Holdings, Inc.benefits

Assetmark Financial Holdings, Inc. Health and Welfare Plan · CONCORD, CA · plan year 2025

Broker compensation reported · 2025
$61,683

Assetmark Financial Holdings, Inc.'s benefits plans covered 1,118 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $61,683 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $55 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 3.2% from $59,773 in 2024.

Insurance contracts · 20252
EVERNORTH CARE SOLUTIONS, INCpremiums n/a · 1,910 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 1,118 covered
Brokers & agents paid · 20251
Also brokered by Alliant5
Hims, Inc. CA$1,599,375
Fpi Management CA$1,475,757

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 300774039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.