Form 5500 · Employee benefit plan · SAN JOSE, CA
MOMENTUM FOR HEALTH
MOMENTUM FOR HEALTH of SAN JOSE, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HEFFERNAN INSURANCE BROKERS. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC. and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1496052 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 341 | December | $128,376 |
| GUARDIAN | Dental, Vision, Life, Disability | 424 | December | $62,544 |
| SUTTER HEALTH PLAN | Health | 86 | December | $25,909 |
Questions
Who is MOMENTUM FOR HEALTH's benefits broker?
Per its most recent Form 5500 Schedule A, MOMENTUM FOR HEALTH's broker of record is HEFFERNAN INSURANCE BROKERS.
What insurance carrier does MOMENTUM FOR HEALTH use?
MOMENTUM FOR HEALTH's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC., among 3 disclosed carriers.
When does MOMENTUM FOR HEALTH's group plan renew?
The most recent Schedule A policy period for MOMENTUM FOR HEALTH ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MOMENTUM FOR HEALTH's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.