Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Vision$1.3M
- Prescription drug$1.3M
- Life$29K
- Other$29K
Sponsor portfolio
KINGSVIEW WEALTH MANAGEMENT LLC
EIN 26-4016866Latest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$1.3M premiums
Participants
236
509 SE 7TH STREET - GRANTS PASS, OR 97526541-291-4405
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 212 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- AETNA LIFE INSURANCE COMPANY98%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
72%top
- GALLAGHER BENEFIT SERVICES, INC.72%
- CENTERSTONE INSURANCE AND FINANCIAL28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN
401k
Assets$2.7M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KINGSVIEW WEALTH MANAGEMENT LLC HEALTH & WELFARE PLAN
Mewa - AETNA LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN | 401k | $2.7M | 157 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KINGSVIEW WEALTH MANAGEMENT LLC HEALTH & WELFARE PLAN | Mewa | AETNA LIFE INSURANCE COMPANY | $1.3M | 212 | 2025 |
Retirement plans
Welfare plans