Plan Ledger DOL Form 5500 · updated monthly

Cmg Financial Servicesbenefits

Cmg Financial Services Health and Welfare Plan · SAN RAMON, CA · plan year 2025

Broker compensation reported · 2025
$690,910

Cmg Financial Services's benefits plans covered 4,060 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $690,910 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $170 per covered person, below the median for employer plans that report broker pay. Broker pay fell 17% from $829,507 in 2024.

Insurance contracts · 202511
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 3,866 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 296 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drugpremiums n/a · 55 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 105 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug dental visionpremiums n/a · 39 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 9 covered
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON · health drugpremiums n/a · 87 covered
KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. · health drugpremiums n/a · 7 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 38 covered
KAISER FOUNDATION HEALTH PLAN OF COLORADO · health drugpremiums n/a · 42 covered
Brokers & agents paid · 20255
WILLIS INSURANCE SERVICES$54,192 · incl $54,192 fees
JAMES H VAN EPPS$10,200 · incl $602 fees
CHARLES D BLOCK$10,200 · incl $602 fees
Also brokered by Wtw5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 900156517 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.