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  2. MOOV FINANCIAL, INC.
Sponsor portfolio

MOOV FINANCIAL, INC.

EIN 85-1640609-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$3K premiums
Participants
164
1025 TECHNOLOGY PARKWAY, SUITE M - CEDAR FALLS, IA 50613855-977-6668
Plans on this EIN
2 filings
#001401k-$8.4M - 97 part#501Fully Insured-$3K - 67 lives

Benefits portfolio analytics

1 plan / $3K premiums / 67 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3K
  • Other$3K
Total $3K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Total $3K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $4431 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

MOOV FINANCIAL 401(K) PLAN

401k

Assets$8.4M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIFE & AD&D

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$3K
Covered lives67
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOOV FINANCIAL 401(K) PLAN401k$8.4M972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIFE & AD&DFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$3K672025
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