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Sponsor portfolio

MOTIVE TECHNOLOGIES INC.

EIN 46-2330361-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$62.2M assets
Welfare
1
$11.7M premiums
Participants
2,357
55 HAWTHORNE ST, SUITE #400 - SAN FRANCISCO, CA 94105737-217-2415
Plans on this EIN
2 filings
#001401k-$62.2M - 1,497 part#501Mixed-$11.7M - 1,705 lives

Benefits portfolio analytics

1 plan / $11.7M premiums / 1,705 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.8M
  • Prescription drug$10.8M
  • Other$815K
  • Life$630K
  • Short-term disability$508K
  • Long-term disability$508K
Total $11.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
  • COMBINED INSURANCE COMPANY OF AMERICA0%
Total $11.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • AON CONSULTING INC97%
  • CUSTOM BENEFIT PROGRAMS INC3%
Total $361K2 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

MOTIVE TECHNOLOGIES 401(K) PLAN

401k

Assets$62.2M
Participants1,497
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOTIVE TECHNOLOGIES, INC. HEALTH & WELFARE PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$11.7M
Covered lives1,705
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOTIVE TECHNOLOGIES 401(K) PLAN401k$62.2M1,4972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOTIVE TECHNOLOGIES, INC. HEALTH & WELFARE PLANMixedBLUE CROSS OF CALIFORNIA$11.7M1,7052024
Retirement plans
Welfare plans
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