Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.0M
- Dental$858K
- Life$858K
- Long-term disability$858K
- Vision$78K
Filings through .
Momentum Platform, LLC
EIN 92-1310223oil & energyLatest filing 2025
Plans
2
Retirement
1
$124.0M assets
Health & Benefits
1
$1.1M premiums
Participants
2,749
2601 OLIVE ST, FLOOR 20 - DALLAS, TX 75201469-422-9339altavistaenergy.comLinkedIn1-10 employeesoil & energy
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.1M premiums / 1,419 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MOMENTUM 401(K) PLAN
401(k)
Assets$124.0M
Participants1,565
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MOMENTUM PLATFORM, LLC WRAP PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.1M
Covered lives1,419
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MOMENTUM 401(K) PLAN | 401(k) | $124.0M | 1,565 | 2025 |
- MOMENTUM 401(K) PLAN$124.0M#001 · 401(k) · 20251,565
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MOMENTUM PLATFORM, LLC WRAP PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.1M | 1,419 | 2025 |
- #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 20251,419
Retirement plans
Health & Benefits plans