Form 5500 · Employee benefit plan · MONTVALE, NJ
KPMG LLP
The filing calls this plan KPMG LLP OMNIBUS HEALTH & WELFARE PLAN.
KPMG LLP of MONTVALE, NJ insures dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is AMERICAN BENEFITS & COMPENSATION SY. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-5565207 · plan 520 · plan year 2024, filed Oct 10, 2025
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1,512 other employer plans in New Jersey have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing names a third-party administrator on Schedule A and reports no medical premium.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: prepaid legal, death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 21 insured contracts covering dental, vision, life and disability; the largest, with PRUDENTIAL INSURANCE COMPANY OF AMERICA, covers 41,723 people.
Reported premium across the insured contracts is $72,695,205, with $819,865 in disclosed broker commissions — about 1.1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
AMERICAN BENEFITS & COMPENSATION SY is the broker of record on 1 of the 21 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including PRUDENTIAL INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., METLIFE LEGAL PLANS and DELTA DENTAL OF NEW YORK. PRUDENTIAL INSURANCE COMPANY OF AMERICA writes the largest contract by premium.
Schedule A insurance contracts
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 93 employees, 3 recordable cases, 2 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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Renewal calendar
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