Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Prescription drug$4.5M
- Dental$670K
- Vision$670K
- Life$670K
- Long-term disability$670K
- +1 more
Sponsor portfolioTH
MOMENTUM FOR HEALTH
EIN 94-1496052mental health careLatest filing 2025
Plans
2
Retirement
1
$47.3M assets
Welfare
1
$5.1M premiums
Participants
1,116
1922 THE ALAMEDA - SAN JOSE, CA 95126408-254-6828momentumforhealth.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.1M premiums / 433 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- KAISER FOUNDATION HEALTH PLAN INC71%
- SUTTER HEALTH PLAN15%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Broker market share
Schedule A broker compensation
100%top
- HEFFERNAN INSURANCE BROKERS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MOMENTUM FOR HEALTH 403B RETIREMENT PLAN
403b
Assets$47.3M
Participants683
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MOMENTUM FOR HEALTH WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$5.1M
Covered lives433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | 403b | $47.3M | 683 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MOMENTUM FOR HEALTH WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC. | $5.1M | 433 | 2025 |
Retirement plans
Welfare plans