PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. MOVEMENT MORTGAGE, LLC
Sponsor portfolioTH

MOVEMENT MORTGAGE, LLC

EIN 26-0595342-financial services-Latest filing 2024
Plans
2
Retirement
1
$333.9M assets
Welfare
1
$7.9M premiums
Participants
8,403
8024 CALVIN HALL ROAD, SUITE 200 - INDIAN LAND, SC 297078737704-271-2100movement.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$333.9M - 4,719 part#501Fully Insured-$7.9M - 6,157 lives

Benefits portfolio analytics

1 plan / $7.9M premiums / 6,157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$5.4M
  • Vision$5.4M
  • Stop-loss$5.4M
  • Other$2.1M
  • Short-term disability$801K
  • Long-term disability$769K
  • +2 more
Total $7.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY68%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA26%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $7.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • NFP INSURANCE SERVICES INC99%
  • USI INSURANCE SERVICES LLC1%
Total $317K2 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

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

MOVEMENT MORTGAGE, LLC WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH & LIFE INSURANCE COMPANY

Premiums$7.9M
Covered lives6,157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOVEMENT MORTGAGE 401(K) PLAN401k$333.9M4,7192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOVEMENT MORTGAGE, LLC WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH & LIFE INSURANCE COMPANY$7.9M6,1572024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica