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Sponsor portfolio

MOTIVATIONAL MARKETING, LLC

EIN 87-1207891-medical practice-Latest filing 2025
Plans
2
Retirement
1
$1.2M assets
Welfare
1
$691K premiums
Participants
619
15097 VAN VILET AVE. - CHINO, CA 91710909-517-2200motivationalparenting.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.2M - 306 part#507Fully Insured-$691K - 313 lives

Benefits portfolio analytics

1 plan / $691K premiums / 313 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$596K
  • Dental$496K
  • Vision$458K
  • Life$458K
  • Other$458K
Total $691K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • KAISER FOUNDATION HEALTH PLAN INC64%
  • AETNA LIFE INSURANCE COMPANY26%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Total $691K5 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • POMS & ASSOCIATES INSURANCE BROKERS67%
  • POMS AND ASSOCIATES INS. BROKERS21%
  • REUBEN WARNER ASSOCIATES, INC.12%
  • ENROLLEASE0%
Total $54K4 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

MOTIVATIONAL MARKETING 401K PLAN

401k

Assets$1.2M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

MOTIVATIONAL MARKETING, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$691K
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOTIVATIONAL MARKETING 401K PLAN401k$1.2M3062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507MOTIVATIONAL MARKETING, LLC EMPLOYEE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$691K3132025
Retirement plans
Welfare plans
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