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Sponsor portfolio

MOTIVE COMPANIES, LLC

EIN 99-0667502-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$38.3M assets
Welfare
1
$8.4M premiums
Participants
2,168
17260 NEWHOPE STREET - FOUNTAIN VALLEY, CA 92708657-688-2556motivecompanies.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$38.3M - 1,300 part#501Fully Insured-$8.4M - 864 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $8.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • CENTENNIAL GROUP BENEFITS INSURANCE78%
  • ACRISURE LLC14%
  • GCG FINANCIAL LLC3%
  • SEE ATTACHED3%
  • BCI INSURANCE SOLUTIONS, INC.2%
  • +1 more
Total $338K6 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

MOTIVE COMPANIES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$38.3M
Participants1,300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOTIVE COMPANIES, LLC WELFARE BENEFIT PLAN

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

Premiums$8.4M
Covered lives864
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOTIVE COMPANIES, LLC 401(K) PROFIT SHARING PLAN401k$38.3M1,3002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOTIVE COMPANIES, LLC WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE (BLUE SHIELD OF CALIFORNIA)$8.4M8642025
Retirement plans
Welfare plans
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