Plan Ledger DOL Form 5500 · updated monthly

Cetera Financial Group, Inc.benefits

Cetera Financial Group, Inc. Welfare Benefits Plan · EL SEGUNDO, CA · plan year 2025

Broker compensation reported · 2025
$221,348

Cetera Financial Group, Inc.'s benefits plans covered 3,035 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $336,150. Insurance brokers and agents were paid $221,348 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 65.8% of premiums. That is $73 per covered person, below the median for employer plans that report broker pay. Broker pay rose 23% from $180,461 in 2024.

Insurance contracts · 20257
VISION SERVICE PLAN · vision$336K · 2,255 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 3,035 covered
QBE INSURANCE COMPANY · stop-losspremiums n/a · 2,470 covered
UNUM INSURANCE COMPANYpremiums n/a · 608 covered
UNUM INSURANCE COMPANYpremiums n/a · 837 covered
UNUM INSURANCE COMPANYpremiums n/a · 591 covered
FEDERAL INSURANCE COMPANYpremiums n/a · 3,045 covered
Brokers & agents paid · 20252
MARSH & MCLENNAN AGENCY LLC$220,260 · incl $131,048 fees
ARTHUR J GALLAGHER & CO.$1,088 · incl $97 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 300588666 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.