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Sponsor portfolio

THE KMW GROUP INC.

EIN 38-2639221-professional training & coaching-Latest filing 2025
Plans
2
Retirement
1
$31.1M assets
Welfare
1
$2.3M premiums
Participants
388
5085 CORPORATE EXCHANGE BLVD SE - GRAND RAPIDS, MI 49512616-656-2900LinkedIn1-10 employeesprofessional training & coaching
Plans on this EIN
2 filings
#001401k-$31.1M - 210 part#505Mixed-$2.3M - 347 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 347 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Dental$148K
  • Life$78K
  • Long-term disability$78K
  • Other$78K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • PRIORITY HEALTH89%
  • DELTA DENTAL OF CALIFORNIA7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ADVANTAGE BENEFITS GROUP100%
Total $5K1 slice

Plan deep-dives

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

THE KMW GROUP, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

401k

Assets$31.1M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

THE KMW GROUP EMPLOYEE BENEFIT PLAN

Mixed - PRIORITY HEALTH

Premiums$2.3M
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE KMW GROUP, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN401k$31.1M2102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505THE KMW GROUP EMPLOYEE BENEFIT PLANMixedPRIORITY HEALTH$2.3M3472025
Retirement plans
Welfare plans
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