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  2. VALUEMOMENTUM, INC.
Sponsor portfolio

VALUEMOMENTUM, INC.

EIN 11-3414179-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$42.6M assets
Welfare
1
$3.0M premiums
Participants
1,248
220 OLD NEW BRUNSWICK ROAD, SUITE 100 - PISCATAWAY, NJ 08854908-755-0048valuemomentum.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$42.6M - 741 part#501Fully Insured-$3.0M - 1,227 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 1,227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Other$2.3M
  • Dental$413K
  • Vision$413K
  • Life$136K
  • Short-term disability$80K
Total $3.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • STANDARD INSURANCE COMPANY7%
Total $3.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • M. FINANCIAL HOLDINGS INCORPORATED44%
  • ASSUREDPARTNERS43%
  • SCS FINANCIAL13%
Total $307K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VALUEMOMENTUM 401(K) PLAN

401k

Assets$42.6M
Participants741
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALUEMOMENTUM, INC. HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.0M
Covered lives1,227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALUEMOMENTUM 401(K) PLAN401k$42.6M7412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALUEMOMENTUM, INC. HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.0M1,2272025
Retirement plans
Welfare plans
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