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Sponsor portfolio

CONCIERGE BUILDING SERVICES, LLC

EIN 83-4173256-facilities services-Latest filing 2025
Plans
5
Retirement
1
$386K assets
Welfare
4
$324K premiums
Participants
1,172
7100 BROADWAY, SUITE 6L - DENVER, CO 80221866-385-0672k-tservices.comLinkedIn1001-5000 employeesfacilities services
Plans on this EIN
5 filings
#001401k-$386K - 1,006 part#501Mixed-$239K - 241 lives#503Fully Insured-$74K - 179 lives#504Fully Insured-$11K - 220 lives#502Self Funded-0 lives

Benefits portfolio analytics

4 plans / $324K premiums / 640 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$140K
  • Short-term disability$140K
  • Long-term disability$140K
  • Other$140K
  • Dental$85K
  • Vision$15K
Total $239K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY58%
  • DELTA DENTAL OF CALIFORNIA35%
  • SUPERIOR VISION PLAN OF TEXAS6%
Total $239K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $31K1 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

KLEEN-TECH SERVICES, LLC 401(K) PLAN

401k

Assets$386K
Participants1,006
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONCIERGE BUILDING SERVICES, LLC HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$239K
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CONCIERGE BUILDING SERVICES, LLC DENTAL PLAN

Fully Insured - DELTA DENTAL OF COLORADO

Premiums$74K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CONCIERGE BUILDING SERVICES, LLC VISION PLAN

Fully Insured - NATIONAL GUARDIAN LIFE INSURANCE COMPANY

Premiums$11K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CONCIERGE BUILDING SERVICES, LLC MEDICAL BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KLEEN-TECH SERVICES, LLC 401(K) PLAN401k$386K1,0062024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONCIERGE BUILDING SERVICES, LLC HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$239K2412025
503CONCIERGE BUILDING SERVICES, LLC DENTAL PLANFully InsuredDELTA DENTAL OF COLORADO$74K1792024
504CONCIERGE BUILDING SERVICES, LLC VISION PLANFully InsuredNATIONAL GUARDIAN LIFE INSURANCE COMPANY$11K2202024
502CONCIERGE BUILDING SERVICES, LLC MEDICAL BENEFITS PLANSelf Funded-$002024
Retirement plans
Welfare plans
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