# MOTIVE COMPANIES, LLC WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **MOTIVE COMPANIES, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | MOTIVE COMPANIES, LLC |
| EIN | 990667502 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | FOUNTAIN VALLEY, CA |
| Industry | information technology and services |
| Funding | fully insured |
| Total premiums | $8.4M |
| Participants | 868 |
| Persons covered | 864 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUE SHIELD OF CALIFORNIA | Health, Rx |
| BLUECROSS BLUESHIELD OF ILLINOIS | Health, Rx |
| PRINCIPAL FINANCIAL GROUP | Dental, Vision, PPO |
| NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | Life, LTD, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Other |

## Brokers

| Broker | Placed with |
|---|---|
| CENTENNIAL GROUP BENEFITS & INS SVC | CALIFORNIA PHYSICIANS SERVICE (BLUE SHIELD OF CALIFORNIA) |
| ACRISURE LLC | BLUE CROSS BLUE SHIELD OF TEXAS |
| BCI INSURANCE SOLUTIONS, INC. | BLUE CROSS BLUE SHIELD OF TEXAS |
| CENTENNIAL GROUP BENEFITS & INS SVC | PRINCIPAL LIFE INSURANCE COMPANY |
| ALERA GROUP, INC. | PRINCIPAL LIFE INSURANCE COMPANY |
| CENTENNIAL GROUP BENEFITS & INS SVC | NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) |
| ALERA GROUP, INC. | NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) |
| NATIONAL BENEFIT CENTER | NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) |
| SEE ATTACHED | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/990667502-501
- Cite as: PlanOptica, https://planoptica.com/welfare/990667502-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers