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Sponsor portfolio

MOVEMENT FOR LIFE, INC.

EIN 47-2488383-Latest filing 2025
Plans
3
Retirement
2
$23.7M assets
Welfare
1
$424K premiums
Participants
770
408 HIGUERA STREET, SUITE 200 - SAN LUIS OBISPO, CA 93401805-788-0805
Plans on this EIN
3 filings
#002401k-$15.3M - 314 part#001ESOP-$8.4M - 193 part#501Mixed-$424K - 544 lives

Retirement portfolio analytics

2 plans aggregated / $23.7M assets / 507 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PROFIT SHARING PLAN (#002)65%
  • EMPLOYEE STOCK OWNERSHIP (#001)35%
Total $23.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY65%
  • (Not disclosed)35%
Total $23.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)314
  • EMPLOYEE STOCK OWNERSHIP (#001)193
Total 507Click row to drill in

Benefits portfolio analytics

1 plan / $424K premiums / 544 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$253K
  • Dental$87K
  • Vision$87K
  • Short-term disability$51K
  • Other$34K
  • Life$23K
Total $424K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNITED STATES FIRE INSURANCE COMPANY60%
  • UNITEDHEALTHCARE INSURANCE COMPANY26%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $424K5 slices

Broker market share

Schedule A broker compensation

Split broker
109%top
  • ASSUREDPARTNERS109%
  • LEAVITT GROUP-9%
Total $17K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MOVEMENT FOR LIFE 401(K) PROFIT SHARING PLAN

401k

Assets$15.3M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MOVEMENT FOR LIFE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.4M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOVEMENT FOR LIFE, INC. HEALTH AND WELFARE PLAN

Mixed - CRUM & FORSTER

Premiums$424K
Covered lives544
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MOVEMENT FOR LIFE 401(K) PROFIT SHARING PLAN401k$15.3M3142024
001MOVEMENT FOR LIFE EMPLOYEE STOCK OWNERSHIP PLANESOP$8.4M1932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOVEMENT FOR LIFE, INC. HEALTH AND WELFARE PLANMixedCRUM & FORSTER$424K5442025
Retirement plans
Welfare plans
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