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Form 5500 · Employee benefit plan · ORINDA, CA

NG WEALTH ADVISORS, INC.

NG WEALTH ADVISORS, INC. of ORINDA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through MASS MUTUAL. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-4873059 · plan 002 · as of Jul 2026

Participants
4
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
MASS MUTUAL1December$0

Questions

What insurance carrier does NG WEALTH ADVISORS, INC. use?

NG WEALTH ADVISORS, INC.'s benefit plan is written through MASS MUTUAL.

When does NG WEALTH ADVISORS, INC.'s group plan renew?

The most recent Schedule A policy period for NG WEALTH ADVISORS, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from NG WEALTH ADVISORS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.