# CETERA FINANCIAL GROUP, INC. WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **CETERA FINANCIAL GROUP, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CETERA FINANCIAL GROUP, INC. |
| EIN | 300588666 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | EL SEGUNDO, CA |
| Industry | financial services |
| Funding | mixed |
| Total premiums | $4.9M |
| Participants | 3,081 |
| Persons covered | 3,045 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| QBE INSURANCE | Stop-loss |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, LTD, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| FEDERAL INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | QBE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | UNUM INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | FEDERAL 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/300588666-501
- Cite as: PlanOptica, https://planoptica.com/welfare/300588666-501
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