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Sponsor portfolio

KIND LENDING, LLC

EIN 61-1306242-Latest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$9.0M premiums
Participants
1,267
4 HUTTON CENTRE DRIVE, SUITE 1000 - SANTA ANA, CA 92707502-783-8113kind-lending.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$9.4M - 690 part#502Fully Insured-$9.0M - 925 lives

Benefits portfolio analytics

1 plan / $9.0M premiums / 925 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.0M
  • Prescription drug$8.0M
  • Dental$1.0M
  • Vision$1.0M
  • Life$1.0M
  • Short-term disability$1.0M
  • +2 more
Total $9.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • UNITEDHEALTHCARE INSURANCE COMPANY78%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • KAISER FOUNDATION HEALTH PLAN INC10%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
Total $9.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $114K1 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

KIND LENDING LLC 401(K) PLAN

401k

Assets$9.4M
Participants690
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KIND LENDING, LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$9.0M
Covered lives925
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KIND LENDING LLC 401(K) PLAN401k$9.4M6902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KIND LENDING, LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$9.0M9252025
Retirement plans
Welfare plans
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