Plan Ledger DOL Form 5500 · updated monthly

Momentum for Healthbenefits

Momentum for Health Welfare Benefits Plan · SAN JOSE, CA · plan year 2025

Broker compensation reported · 2025
$210,074

Momentum for Health's benefits plans covered 433 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $210,074 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $485 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 4.2% from $219,351 in 2024.

Insurance contracts · 20253
GUARDIAN · dental vision life ltdpremiums n/a · 433 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 346 covered
SUTTER HEALTH PLAN · health drug hmopremiums n/a · 103 covered
Brokers & agents paid · 20251
HEFFERNAN INSURANCE BROKERS$210,074 · incl $6,649 fees
Also brokered by Heffernan Insurance Brokers5
Acumen, LLC CA$270,269

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 941496052 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.