# FIRST MONTGOMERY GROUP, INC. HEALTH AND WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **FIRST MONTGOMERY GROUP INC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | FIRST MONTGOMERY GROUP INC |
| EIN | 223455347 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | HADDON TOWNSHIP, NJ |
| Industry | real estate |
| Funding | mixed |
| Total premiums | $158K |
| Participants | 180 |
| Persons covered | 206 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision |
| METLIFE LEGAL PLANS | Life, STD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | AMERITAS LIFE INSURANCE CORP |
| MCGRIFF INSURANCE SERVICES INC | AMERITAS LIFE INSURANCE CORP |
| MCGRIFF INSURANCE SERVICES INC | METROPOLITAN LIFE INSURANCE COMPANY |
| PLANSOURCE BENEFITS ADMINISTRATION | METROPOLITAN LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | METROPOLITAN LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/223455347-501
- Cite as: PlanOptica, https://planoptica.com/welfare/223455347-501
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