Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$86K
- Vision$86K
- Life$72K
- Short-term disability$72K
- Other$72K
Sponsor portfolio
FIRST MONTGOMERY GROUP INC
EIN 22-3455347real estateLatest filing 2025
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$158K premiums
Participants
355
222 HADDON AVENUE, SUITE 100 - HADDON TOWNSHIP, NJ 08108856-267-0509fmgnj.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $158K premiums / 206 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- AMERITAS LIFE INSURANCE CORP.55%
- METROPOLITAN LIFE INSURANCE COMPANY45%
Broker market share
Schedule A broker compensation
72%top
- MCGRIFF INSURANCE SERVICES INC72%
- MARSH & MCLENNAN AGENCY LLC26%
- PLANSOURCE BENEFITS ADMINISTRATION1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FIRST MONTGOMERY PAYROLL INC 401(K) PLAN
401k
Assets$12.5M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIRST MONTGOMERY GROUP, INC. HEALTH AND WELFARE BENEFITS PLAN
Mixed - AMERITAS LIFE INSURANCE CORP
Premiums$158K
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIRST MONTGOMERY PAYROLL INC 401(K) PLAN | 401k | $12.5M | 175 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIRST MONTGOMERY GROUP, INC. HEALTH AND WELFARE BENEFITS PLAN | Mixed | AMERITAS LIFE INSURANCE CORP | $158K | 206 | 2025 |
Retirement plans
Welfare plans