Form 5500 · Employee benefit plan · THE WOODLANDS, TX
MOMENTUM INSURANCE AND FINANCIAL SERVICES
MOMENTUM INSURANCE AND FINANCIAL SERVICES's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CALTON & ASSOCIATES, INC.. Coverage is written through AMERITAS LIFE INSURANCE CORP.. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1767610 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | — | — | December | $52 |
Questions
Who is MOMENTUM INSURANCE AND FINANCIAL SERVICES's benefits broker?
Per its most recent Form 5500 Schedule A, MOMENTUM INSURANCE AND FINANCIAL SERVICES's broker of record is CALTON & ASSOCIATES, INC..
What insurance carrier does MOMENTUM INSURANCE AND FINANCIAL SERVICES use?
MOMENTUM INSURANCE AND FINANCIAL SERVICES's benefit plan is written through AMERITAS LIFE INSURANCE CORP..
When does MOMENTUM INSURANCE AND FINANCIAL SERVICES's group plan renew?
The most recent Schedule A policy period for MOMENTUM INSURANCE AND FINANCIAL SERVICES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MOMENTUM INSURANCE AND FINANCIAL SERVICES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.