Assets by plan
Share of aggregate retirement assets
- VIEW GROUP 401(K) (#002)$231.3M
- PLAN AND TRUST (#001)$12.2M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $243.5M assets / 56,837 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $53.3M premiums / 4,900 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
403(b)
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | OAK VIEW GROUP 401(K) PLAN | 401(k) | $231.3M | 56,390 | 2025 |
| #001 | OAK VIEW GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | 403(b) | $12.2M | 447 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | OAK VIEW GROUP LLC HEALTH AND WELFARE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $53.3M | 4,900 | 2025 |