Form 5500 · Employee benefit plan · SAN RAMON, CA
CMG FINANCIAL SERVICES
CMG FINANCIAL SERVICES of SAN RAMON, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is WILLIS TOWERS WATSON INS SVCS WEST. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-0156517 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 3,566 | December | $577,287 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 300 | December | $94,665 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 113 | December | $34,587 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 82 | December | $23,286 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 50 | December | $21,763 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 58 | December | $15,895 |
| KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | Health | 49 | December | $14,496 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 9 | December | $2,599 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | Health | 9 | December | $1,353 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 28 | December | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision | 55 | December | $0 |
Questions
Who is CMG FINANCIAL SERVICES's benefits broker?
Per its most recent Form 5500 Schedule A, CMG FINANCIAL SERVICES's broker of record is WILLIS TOWERS WATSON INS SVCS WEST.
What insurance carrier does CMG FINANCIAL SERVICES use?
CMG FINANCIAL SERVICES's benefit plan is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 11 disclosed carriers.
When does CMG FINANCIAL SERVICES's group plan renew?
The most recent Schedule A policy period for CMG FINANCIAL SERVICES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CMG FINANCIAL SERVICES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.