Montage Insurance Solutions
Woodland Hills, CA
Montage Insurance Solutions of Woodland Hills, CA is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $62,618 in reported broker commissions (plan year 2025).
Quick answer
Montage Insurance Solutions (Woodland Hills, CA) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Montage Insurance Solutions have?
- Montage Insurance Solutions is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Montage Insurance Solutions's largest employer clients?
- By plan participants, the largest include Alliance College-Ready Public Schools (1,288 participants), Valley Strong Credit Union (580 participants) and Trinity Logistics Holdings LLC (226 participants).
- How much does Montage Insurance Solutions earn in commissions?
- Insurers reported $62,618 in broker commissions and $1,410 in fees paid to Montage Insurance Solutions for plan year 2025, per Schedule A Part 1.
- Where is Montage Insurance Solutions located?
- Montage Insurance Solutions is based in Woodland Hills, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Montage Insurance Solutions on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Alliance College-Ready Public Schools | CA | 1,288 | 2021-12-31 |
| Valley Strong Credit Union | CA | 580 | 2025-12-31 |
| Trinity Logistics Holdings LLC | NJ | 226 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.