Plan Ledger DOL Form 5500 · updated monthly

Momentum Platform, LLCbenefits

Momentum Platform, LLC Wrap Plan · FORT WORTH, TX · plan year 2025

Broker compensation reported · 2025
$27,818

Momentum Platform, LLC's benefits plans covered 1,152 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $27,818 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $24 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 19% from $23,439 in 2024.

Insurance contracts · 20256
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 246 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 241 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 154 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dental life ltdpremiums n/a · 1,152 covered
Brokers & agents paid · 20254
WILLIS TOWERS WATSON INS SVCS WEST$7,386 · incl $7,386 fees
WILLIS TOWERS WATSON INS SERVICE$15,568 · incl $2,415 fees
Individual agent · names withheld$381

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Wtw5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 921310223 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.