Plan Ledger DOL Form 5500 · updated monthly

First Montgomery Group Incbenefits

First Montgomery Group, Inc. Health and Welfare Benefits Plan · HADDON TOWNSHIP, NJ · plan year 2025

Broker compensation reported · 2025
$25,162

First Montgomery Group Inc's benefits plan covered 177 active participants in 2025, providing health · life · dental · vision · short-term disability · death benefits · other. Insurance brokers and agents were paid $25,162 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $142 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20252
AMERITAS LIFE INSURANCE CORP · dental visionpremiums n/a · 206 covered
METROPOLITAN LIFE INSURANCE COMPANY · life stdpremiums n/a · 177 covered
Brokers & agents paid · 20256
MCGRIFF INSURANCE SERVICES, INC.$8,998 · incl $104 fees
MARSH AND MCLENNAN AGENCY, LLC$6,470 · incl $19 fees
MCGRIFF$4,053 · incl $686 fees
MCGRIFF INSURANCE SERVICES, LLC$5,176 · incl $3,022 fees
MARSH AND MCLENNAN$180 · incl $180 fees
Also brokered by McGriff5
Erlanger Health TN$727,940
Tirehub LLC GA$489,956

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 223455347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.