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Sponsor portfolio

KWP REAL ESTATE, LTD.

EIN 36-2709910-real estate-Latest filing 2024
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$1.3M premiums
Participants
171
BILLING ADDRESS 1 151 S EL CAMINO D - BEVERLY HILLS, CA 90405310-877-6400kwprealestate.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$10.8M - 94 part#501Fully Insured-$1.3M - 72 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 72 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$45K
  • Other$34K
  • Life$16K
  • Vision$16K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • ANTHEM LIFE INSURANCE COMPANY1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • GALLAGHER BENEFIT SERVICES, INC.85%
  • MARSH & MCLENNAN AGENCY LLC15%
  • CHRISTA G AUFDEMBERG INC0%
Total $60K3 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

KWP REAL ESTATE, LTD. 401(K) PLAN

401k

Assets$10.8M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KENNEDY-WILSON PROPERTIES, LTD WRAP BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.3M
Covered lives72
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KWP REAL ESTATE, LTD. 401(K) PLAN401k$10.8M942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KENNEDY-WILSON PROPERTIES, LTD WRAP BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.3M722024
Retirement plans
Welfare plans
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