Form 5500 · Employee benefit plan · FOUNTAIN VALLEY, CA
MOTIVE ENERGY, INC.
The filing calls this plan MOTIVE ENERGY, INC. WELFARE BENEFITS PLAN.
MOTIVE ENERGY, INC. of FOUNTAIN VALLEY, CA is a 578-participant wholesale trade employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is CENTENNIAL GROUP BENEFITS & INS SVC. Coverage is written through CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) and 3 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0605486 · plan 501 · plan year 2024, filed Feb 6, 2025
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323 other employer plans in California have policy years ending in May. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: 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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 5 insured contracts covering health, dental, vision and life; the largest, with CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA), covers 1,015 people.
Reported premium across the insured contracts is $7,350,838, with $89,388 in disclosed broker commissions — about 1.2% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
CENTENNIAL GROUP BENEFITS & INS SVC is the broker of record on 4 of the 5 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA), PRINCIPAL LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA and COLONIAL LIFE & ACCIDENT INSURANCE COMPANY. CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Health, Dental, Vision | 1,199 | Jun 1, 2024 | $472,745 | $47,275 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 1,089 | Jun 1, 2024 | $202,013 | $20,201 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 79 | Jun 1, 2024 | $100,022 | $18,828 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 1,089 | Jun 1, 2024 | $30,869 | $3,087 |
| CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | Health | 1,015 | Jun 1, 2024 | $6,545,189 | $-3 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
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Renewal calendar
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