PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KSL ADVISORS, LLC
Sponsor portfolio

KSL ADVISORS, LLC

EIN 20-3270347-Latest filing 2025
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$2.3M premiums
Participants
255
100 ST. PAUL STREET, STE. 800 - DENVER, CO 80206720-284-6420
Plans on this EIN
2 filings
#001401k-$20.6M - 139 part#501Fully Insured-$2.3M - 226 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$235K
  • Vision$160K
  • Prescription drug$141K
  • Long-term disability$58K
  • Life$27K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.84%
  • FOUR EVER LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA4%
  • SUN LIFE ASSURANCE COMPANY OF CANADA3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • +1 more
Total $2.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • THE BALDWIN GROUP WEST LLC68%
  • BURNHAM BENEFITS INSURANCE SERVICES21%
  • NFP INSURANCE SERVICES INC8%
  • REUBEN WARNER ASSOCIATES, INC.3%
Total $110K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KSL ADVISORS, LLC 401(K) PLAN

401k

Assets$20.6M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KSL ADVISORS, LLC HEALTH AND WELFARE PLAN

Fully Insured - ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC.

Premiums$2.3M
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KSL ADVISORS, LLC 401(K) PLAN401k$20.6M1392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KSL ADVISORS, LLC HEALTH AND WELFARE PLANFully InsuredROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC.$2.3M2262025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica