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Sponsor portfolio

KLS, INC.

EIN 91-0856291-Latest filing 2025
Plans
3
Retirement
2
$11.9M assets
Welfare
1
$1.2M premiums
Participants
345
1400 RIVER ROAD - PUYALLUP, WA 98371253-286-6000
Plans on this EIN
3 filings
#004401k-$8.3M - 57 part#003401k-$3.6M - 93 part#501Fully Insured-$1.2M - 195 lives

Retirement portfolio analytics

2 plans aggregated / $11.9M assets / 150 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • 401(K) PLAN II (#004)70%
  • OF PUYALLUP 401(K) (#003)30%
Total $11.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF PUYALLUP 401(K) (#003)93
  • 401(K) PLAN II (#004)57
Total 150Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$760K
  • Prescription drug$760K
  • Dental$446K
  • Vision$379K
  • Life$79K
  • Other$79K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • KAISER FOUNDATION HEALTH PLAN INC92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN1%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • DIGITAL INSURANCE LLC67%
  • ALLIANT INSURANCE SERVICES, INC.33%
Total $64K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

TOYOTA OF PUYALLUP 401(K) PLAN II

401k

Assets$8.3M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TOYOTA OF PUYALLUP 401(K) PLAN

401k

Assets$3.6M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KLS, INC EMPLOYEE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.

Premiums$1.2M
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004TOYOTA OF PUYALLUP 401(K) PLAN II401k$8.3M572024
003TOYOTA OF PUYALLUP 401(K) PLAN401k$3.6M932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KLS, INC EMPLOYEE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.$1.2M1952025
Retirement plans
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