Form 5500 · Employee benefit plan · IRVINE, CA
MOMENTUM SENIOR LIVING
The filing calls this plan MOMENTUM SENIOR LIVING HEALTH AND WELFARE BENEFITS PLAN.
Public Form 5500 records show how MOMENTUM SENIOR LIVING of IRVINE, CA, a health care and social assistance employer, structures its employee benefits. Its broker of record is PROPEL INSURANCE AGENCY LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 88-0780681 · plan 501 · plan year 2026, filed Aug 27, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
142 other employer plans in California have policy years ending in January. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 1 insured contract covering dental, vision, life and disability; the largest, with THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, covers 623 people.
The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $286,866, with $73,619 in disclosed broker commissions — about 26% of premium.
The most recent policy period ended in January, and the plan year ends January 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 623 | Feb 1, 2026 | $286,866 | $73,619 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
How this plan compares
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Renewal calendar
142 other employer plans in California are February 1 renewals (policy year ends January).
Their policy years end in January, like this plan’s, so most renew February 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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