Plan Ledger DOL Form 5500 · updated monthly

Mason-McDuffie Mortgage Corporationbenefits

Mason-McDuffie Mortgage Corporation Health and Welfare Plan · SAN RAMON, CA · plan year 2025

Previously filed as Mason McDuffie Mortgage Corporation. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$59,939

Mason-McDuffie Mortgage Corporation's benefits plans covered 269 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $59,939 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $223 per covered person, above the median for employer plans that report broker pay. Broker pay fell 69% from $194,542 in 2024.

Insurance contracts · 20255
HAWAII MEDICAL SERVICE ASSOCIATION · health drug dentalpremiums n/a · 2 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 51 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug ppopremiums n/a · 191 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 38 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 453 covered
Brokers & agents paid · 20253
HUB INTERNATIONAL OF CA IN SRVS INC$36,847 · incl $3,726 fees
HUB INTERNATIONAL INS SERVICES INC$20,389 · incl $1,030 fees
Also brokered by HUB International5
Rfe/Rl, Inc. DC$1,044,707

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 202693054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.