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Sponsor portfolio

MOTIVATE LLC

EIN 35-2632871-computer software-Latest filing 2024
Plans
2
Retirement
1
$17.1M assets
Welfare
1
$472K premiums
Participants
1,894
353 WEST ST. UNIT 225 - NEW YORK, NY 10014503-482-7042motivate.appLinkedIn1-10 employeescomputer software
Plans on this EIN
2 filings
#001401k-$17.1M - 1,023 part#501Mixed-$472K - 872 lives

Benefits portfolio analytics

1 plan / $472K premiums / 872 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$236K
  • Dental$236K
  • Vision$236K
  • Short-term disability$164K
  • Long-term disability$164K
  • Other$164K
Total $472K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY50%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY35%
  • COMPANION LIFE INSURANCE COMPANY15%
Total $472K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $33K1 slice

Plan deep-dives

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

MOTIVATE, LLC 401(K) PLAN

401k

Assets$17.1M
Participants1,023
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOTIVATE LLC HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$472K
Covered lives872
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOTIVATE, LLC 401(K) PLAN401k$17.1M1,0232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOTIVATE LLC HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$472K8722024
Retirement plans
Welfare plans
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