Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 90-0156517
CMG FINANCIAL SERVICES
3160 CROW CANYON ROAD SUITE 400 · SAN RAMON, CA 94583
9259833044
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$8.7M
No prior year
Persons covered
3,866
No prior year
Total participants
4,160
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $5.4M | 21.6% | |
| Prescription drug | $5.4M | 21.6% | |
| Life | $3.4M | 13.5% | |
| Other | $3.4M | 13.5% | |
| Short-term disability | $3.3M | 13.4% | |
| Long-term disability | $3.3M | 13.4% | |
| Dental | $372K | 1.5% | |
| Vision | $372K | 1.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930798039 | HRx | $5.0M | 57.4% | 1 | 8 | 296 |
EIN 221211670 | LSTDLTDOth | $3.3M | 38.0% | 1 | 1 | 3,866 |
EIN 990040115 | HRxDV | $372K | 4.3% | 1 | 1 | 39 |
EIN 620331200 | LOth | $30K | 0.3% | 1 | 1 | 38 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | SAN FRANCISCO, CA | KAISER FOUNDATION HEALTH PLAN, INC., KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC., KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $607K | $54K | $661K | 97.0% | 1 |
| JAMES H. VAN EPPS | ROSWELL, GA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $10K | $602 | $10K | 1.5% | 1 |
| CHARLES D. BLOCK | WILMINGTON, NC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $10K | $602 | $10K | 1.5% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan