Plan Ledger DOL Form 5500 · updated monthly

Montage Healthbenefits

Montage Health Affiliates Health and Welfare Plan · MONTEREY, CA · plan year 2025

Broker compensation reported · 2025
$290,971

Montage Health's benefits plans covered 328 active participants in 2025, providing health · life · dental · vision · death benefits · other. Insurance brokers and agents were paid $290,971 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $887 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 3.3% from $300,932 in 2024.

Insurance contracts · 20256
HUMANA INSURANCE COMPANY · dental lifepremiums n/a · 328 covered
MAGELLAN HEALTHCAREpremiums n/a · 2,390 covered
VISION SERVICE PLAN · visionpremiums n/a · 2,839 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 693 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 381 covered
Brokers & agents paid · 20254
CUSTOM BENEFIT PROGRAMS, INC.$95,484 · incl $2,851 fees
MICHAEL B. KELLY INS. SVCS., INC.$48,869
GALLAGHER BENEFIT SERVICES, INC.$85,113 · incl $11,438 fees
AON CONSULTING, INC.$61,505 · incl $6,470 fees
Also brokered by Custom Benefit Programs, Inc.5
Air Methods, LLC CO$232,619

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 942789696 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.