Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Dental$152K
- Vision$152K
- Life$152K
- Short-term disability$152K
- +2 more
Sponsor portfolio
MOVEMENT STRATEGY
EIN 26-1632780Latest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$1.2M premiums
Participants
311
15665 WEST 51 ST DRIVE - GOLDEN, CO 80403704-807-8701
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 137 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Broker market share
Schedule A broker compensation
62%top
- ADVOCATE, INC.62%
- MARSH & MCLENNAN AGENCY LLC26%
- UNKNOWN12%
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 STRATEGY 401(K) PLAN
401k
Assets$5.4M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MOVEMENT STRATEGY EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOVEMENT STRATEGY 401(K) PLAN | 401k | $5.4M | 171 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MOVEMENT STRATEGY EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 137 | 2025 |
Retirement plans
Welfare plans