Plan Ledger DOL Form 5500 · updated monthly

Marcus and Millichap, Inc.benefits

Marcus and Millichap, Inc. Welfare Benefits Plan · CALABASAS, CA · plan year 2025

Broker compensation reported · 2025
$353,131

Marcus and Millichap, Inc.'s benefits plans covered 814 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $353,131 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $434 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 6.9% from $330,469 in 2024.

Insurance contracts · 20257
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 68 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 44 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug dental vision hmo ppopremiums n/a · 622 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 150 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 121 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 113 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 556 covered
Brokers & agents paid · 20252
MERCER HEALTH AND BENEFITS, LLC$332,857 · incl $3,236 fees
MERCER HEALTH AND BENEFITS ADMIN$20,274 · incl $2,550 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 352478370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.