Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.0M
- Dental$858K
- Life$858K
- Long-term disability$858K
- Vision$78K
Sponsor portfolio
MOMENTUM PLATFORM, LLC
EIN 92-1310223oil & energyLatest filing 2025
Plans
2
Retirement
1
$98.3M assets
Welfare
1
$1.1M premiums
Participants
2,632
2845 W. 7TH STREET - FORT WORTH, TX 76107469-422-9339altavistaenergy.comLinkedIn1-10 employeesoil & energy
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 1,419 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- SUN LIFE ASSURANCE COMPANY OF CANADA78%
- RELIANCE STANDARD LIFE INSURANCE COMPANY12%
- EYEMED VISION CARE7%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Broker market share
Schedule A broker compensation
99%top
- WILLIS TOWERS WATSON US LLC99%
- SCOTT BECK1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MOMENTUM 401(K) PLAN
401k
Assets$98.3M
Participants1,448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MOMENTUM PLATFORM, LLC WRAP PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.1M
Covered lives1,419
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOMENTUM 401(K) PLAN | 401k | $98.3M | 1,448 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans