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Sponsor portfolioWelfare / HealthEIN 95-2598337

MOMENTUM WORK, INC.

5320 CARPINTERIA AVENUE, SUITE G · CARPINTERIA, CA 93013
8055669000
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$977K
No prior year
Persons covered
203
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$977K
MOMENTUM WORK, INC. WELFARE BENEFITS PLAN
Fully insured203 covered·3 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$895K79.0%
Prescription drug$74K6.5%
Dental$59K5.2%
Vision$59K5.2%
Life$23K2.0%
Other$23K2.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
H
$821K84.0%1183
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLOth
$82K8.4%12203
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$74K7.6%1111

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CAPRINCIPAL LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC., CIGNA HEALTH AND LIFE INSURANCE COMPANY$44K$4K$48K74.7%1
AMWINSSANTA ANA, CAPRINCIPAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY$0$16K$16K25.3%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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