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  2. KWEST HOLDINGS INC DBA K. WEST GROUP, LLC.
Sponsor portfolio

KWEST HOLDINGS INC DBA K. WEST GROUP, LLC.

EIN 84-3974050-Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$646K premiums
Participants
692
8305 FREMONT PIKE - PERRYSBURG, OH 43551419-874-4284
Plans on this EIN
2 filings
#002ESOP-$8.2M - 289 part#501Mixed-$646K - 415 lives

Benefits portfolio analytics

1 plan / $646K premiums / 415 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$646K
  • Vision$590K
  • Life$590K
  • Short-term disability$590K
  • Long-term disability$590K
Total $646K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA91%
  • UNITED HEALTHCARE INSURANCE COMPANY9%
Total $646K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FISHCO INC100%
Total $127K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KWEST HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.2M
Participants289
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KWEST HOLDINGS INC DBA K. WEST GROUP, LLC HEALTH & WELFARE BENEFIT PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$646K
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002KWEST HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$8.2M2892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KWEST HOLDINGS INC DBA K. WEST GROUP, LLC HEALTH & WELFARE BENEFIT PLANMixedGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$646K4152025
Retirement plans
Welfare plans
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