PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Motive Companies, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Motive Companies, LLC

EIN 99-0667502-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$48.4M assets
Health & Benefits
1
$8.4M premiums
Participants
2,027
17260 NEWHOPE ST. - FOUNTAIN VALLEY, CA 92708714-888-2525motivecompanies.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401(k)-$48.4M - 1,159 part#501Fully insured-$8.4M - 864 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $8.4M premiums / 864 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.6M
  • Prescription drug$7.6M
  • Dental$493K
  • Vision$493K
  • Life$258K
  • Other$107K
  • +1 more
Total $8.4M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MOTIVE COMPANIES, LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$48.4M
Participants1,159
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MOTIVE COMPANIES, LLC WELFARE BENEFIT PLAN

Fully insured - CALIFORNIA PHYSICIANS SERVICE (BLUE SHIELD OF CALIFORNIA)

Premiums$8.4M
Covered lives864
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MOTIVE COMPANIES, LLC 401(K) PROFIT SHARING PLAN401(k)$48.4M1,1592025
  • MOTIVE COMPANIES, LLC 401(K) PROFIT SHARING PLAN$48.4M
    #001 · 401(k) · 20251,159

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MOTIVE COMPANIES, LLC WELFARE BENEFIT PLANFully insuredCALIFORNIA PHYSICIANS SERVICE (BLUE SHIELD OF CALIFORNIA)$8.4M8642025
  • MOTIVE COMPANIES, LLC WELFARE BENEFIT PLAN$8.4M
    #501 · Fully insured · CALIFORNIA PHYSICIANS SERVICE (BLUE SHIELD OF CALIFORNIA) · 2025864
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica