Form 5500 · Employee benefit plan · MONTEREY, CA
MONTAGE HEALTH
Public Form 5500 records show how MONTAGE HEALTH (MONTEREY, CA) structures its employee benefits. Its broker of record is CUSTOM BENEFIT PROGRAMS, INC.. Coverage is written through RELIANCE STANDARD LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2789696 · plan 506 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 483 | December | $150,713 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 647 | December | $87,647 |
| HUMANA INSURANCE COMPANY | Dental, Life | 306 | December | $34,951 |
| VISION SERVICE PLAN | Vision | 2,714 | December | $19,554 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 5 | December | $382 |
| MAGELLAN HEALTHCARE | — | 1,200 | April | $0 |
Questions
Who is MONTAGE HEALTH's benefits broker?
Per its most recent Form 5500 Schedule A, MONTAGE HEALTH's broker of record is CUSTOM BENEFIT PROGRAMS, INC..
What insurance carrier does MONTAGE HEALTH use?
MONTAGE HEALTH's benefit plan is written through RELIANCE STANDARD LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does MONTAGE HEALTH's group plan renew?
The most recent Schedule A policy period for MONTAGE HEALTH ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MONTAGE HEALTH's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.