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Sponsor portfolioWelfare / HealthEIN 26-4016866
KINGSVIEW WEALTH MANAGEMENT LLC
509 SE 7TH STREET · GRANTS PASS, OR 97526
5412914405
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
212
No prior year
Total participants
79
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 24.7% | |
| Dental | $1.3M | 24.7% | |
| Vision | $1.3M | 24.7% | |
| Prescription drug | $1.3M | 24.7% | |
| Life | $29K | 0.5% | |
| Other | $29K | 0.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRxDV | $1.3M | 97.9% | 1 | 1 | 212 |
EIN 470322111 | LOth | $29K | 2.1% | 1 | 1 | 130 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | NEW YORK, NY | UNITED OF OMAHA LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY | $15K | $52K | $67K | 72.5% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | WHITE PLAINS, NY | UNITED OF OMAHA LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY | $24K | $1K | $25K | 27.5% | 1 |
History & trajectory
6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan