Sponsor portfolioTH

MOVEMENT MORTGAGE, LLC

EIN 26-0595342financial servicesLatest filing 2025

Plans

Retirement

$333.9M assets

Welfare

$7.8M premiums

Participants

7,666

8024 CALVIN HALL ROAD - INDIAN LAND, SC 29707980-263-2945movement.comLinkedIn1001-5000 employeesfinancial services

Plans on this EIN

2 filings

#001401k-$333.9M - 4,719 part #501Fully Insured-$7.8M - 5,383 lives

Benefits portfolio analytics

1 plan / $7.8M premiums / 5,383 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Dental$5.4M
Vision$5.4M
Stop-loss$5.4M
Other$1.4M
Short-term disability$833K
Long-term disability$833K
+3 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

69%top

CIGNA HEALTH AND LIFE INSURANCE COMPANY69%
UNUM LIFE INSURANCE COMPANY OF AMERICA28%
KAISER FOUNDATION HEALTH PLAN INC2%
HAWAII MEDICAL SERVICE ASSOCIATION1%
HARTFORD LIFE AND ACCIDENT0%

Broker market share

Schedule A broker compensation

Split broker

100%top

NFP INSURANCE SERVICES INC100%
USI INSURANCE SERVICES LLC0%

Plan deep-dives

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

Retirement#001

MOVEMENT MORTGAGE 401(K) PLAN

401k

Assets$333.9M

Participants4,719

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501