Sponsor portfolio

OAK VIEW GROUP LLC

EIN 37-1786932entertainmentLatest filing 2024

Plans

Retirement

$186.7M assets

Welfare

$47.0M premiums

Participants

56,614

5050 SYRACUSE STREET, 8TH FLOOR - DENVER, CO 80237310-954-4740oakviewgroup.comLinkedIn5001-10000 employeesentertainment

Plans on this EIN

3 filings

#002401k-$176.1M - 50,766 part #001403b-$10.6M - 937 part #501Mixed-$47.0M - 5,319 lives

Retirement portfolio analytics

2 plans aggregated / $186.7M assets / 51,703 participants

Assets by plan

Share of aggregate retirement assets

94%top

Participants by plan

Active + retired + deferred vested

VIEW GROUP 401(K) (#002)50,766
PLAN AND TRUST (#001)937

Benefits portfolio analytics

1 plan / $47.0M premiums / 5,319 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$44.8M
Dental$44.8M
Prescription drug$44.8M
Other$1.8M
Life$1.2M
Long-term disability$1.2M
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

96%top

CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
SUN LIFE ASSURANCE COMPANY OF CANADA3%
METROPOLITAN LIFE INSURANCE COMPANY1%
COMPSYCH0%
HEALTH ADVOCATE SOLUTIONS, INC.0%

Broker market share

Schedule A broker compensation

Single broker

100%top

MERCER HEALTH AND BENEFITS, LLC100%

Plan deep-dives

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

Retirement#002

OAK VIEW GROUP 401(K) PLAN

401k

Assets$176.1M

Participants50,766

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001