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Form 5500 · Employee benefit plan · MONTVALE, NJ

KPMG LLP

KPMG LLP of MONTVALE, NJ is a 30,132-participant professional services employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is ALLIANT INSURANCE SERVICES INC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. NORTHERN CALIFORNIA and 14 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-5565207 · plan 506 · as of Aug 2026

Participants
30,132
Carriers on file
17
Disclosed commissions
$1,975
Renewal month
December

Plan brief

Schedule A lists 17 insured contracts covering health and dental; the largest, with KAISER FOUNDATION HEALTH PLAN, INC. NORTHERN CALIFORNIA, covers 640 people.

Reported premium across the insured contracts is $21,604,598, with $1,975 in disclosed broker commissions — about 0% 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.

ALLIANT INSURANCE SERVICES INC is the broker of record on 2 of the 17 contracts; the rest name a different broker or none.

15 carriers appear on the filing — KAISER FOUNDATION HEALTH PLAN, INC. NORTHERN CALIFORNIA, KAISER FOUNDATION HEALTH PLAN, INC. SOUTHERN CALIFORNIA, AETNA LIFE INSURANCE COMPANY and BLUE CROSS BLUE SHIELD OF ILLINOIS among them — with KAISER FOUNDATION HEALTH PLAN, INC. NORTHERN CALIFORNIA writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
BLUE CROSS BLUE SHIELD OF MASSACHUSETTSHealth10December$305,758$1,975
AETNA LIFE INSURANCE COMPANYDental13,121December$2,993,047$0
KAISER FOUNDATION HEALTH PLAN, INC. NORTHERN CALIFORNIAHealth640December$6,524,344$0
KAISER FOUNDATION HEALTH PLAN, INC. SOUTHERN CALIFORNIAHealth585December$4,662,145$0
HEALTH AND HUMAN RESOURCE CENTER3,949December$89,563$0
BLUE CROSS BLUE SHIELD OF ALABAMAHealth113December$615,088$0
BLUE CROSS BLUE SHIELD OF RHODE ISLANDHealth14December$193,527$0
HAWAII MEDICAL SERVICE ASSOCIATIONHealth, Dental30December$166,943$0
KAISER FOUNDATION HEALTH PLAN OF COLORADOHealth107December$621,159$0
KAISER FOUNDATION HEALTH PLAN OF GEORGIAHealth129December$824,975$0
KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTICHealth28December$196,749$0
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWESTHealth45December$291,040$0
UPMC HEALTH OPTIONSHealth181December$1,132,672$0
UPMC HEALTH OPTIONSHealth0December$2,028$0
BLUE CROSS BLUE SHIELD OF TRIPLE S SALUDHealth, Dental40December$440,898$0
BLUE CROSS BLUE SHIELD OF ILLINOISHealth313December$1,872,011$0
AETNA LIFE INSURANCE COMPANYHealth119December$672,651$0

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