Plan Ledger DOL Form 5500 · updated monthly

The Management Group dba Tmgbenefits

The Management Group Welfare Benefit Plan · VANCOUVER, WA · plan year 2025

Broker compensation reported · 2025
$73,603

The Management Group dba Tmg's benefits plans covered 176 active participants in 2025, providing health · life · dental · vision · short-term disability · other. Insurance brokers and agents were paid $73,603 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $418 per covered person, above the median for employer plans that report broker pay. Broker pay rose 32% from $55,794 in 2024.

Insurance contracts · 20255
UNITEDHEALTHCARE INSURANCE COMPANY · dental visionpremiums n/a · 176 covered
PRINCIPAL LIFE INSURANCE COMPANY · stdpremiums n/a · 66 covered
CANOPYpremiums n/a · 156 covered
AFLACpremiums n/a · 25 covered
UNITEDHEALTHCARE INSURANCE COMPANY · lifepremiums n/a · 271 covered
Brokers & agents paid · 20257
TRUCORDIA INSURANCE SERVICES, LLC$55,150
ANDREW N LUCCOCK$9,012
TRUCORDIA INSURANCE SERVICES LLC$4,248
MONTGOMERY & GRAHAM, INC$2,860
TJ INSURANCE LLC$906
NATIONAL PCF BONUS ONLY$277 · incl $277 fees
Also brokered by Trucordia Insurance Services, LLC5
Facet Nw, Inc. WA$17,278

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 911324610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.