Plan Ledger DOL Form 5500 · updated monthly

Kingsview Wealth Management LLCbenefits

Kingsview Wealth Management LLC Health & Welfare Plan · GRANTS PASS, OR · plan year 2024

Broker compensation reported · 2024
$149,339

Kingsview Wealth Management LLC's benefits plans covered 79 active participants in 2024, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $149,339 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,890 per covered person, in the top 10% of employer plans that report broker pay. Brokers were paid 3.8x the $39,641 reported for 2023.

Insurance contracts · 20248
PACIFICSOURCE HEALTH PLANS · health drug dentalpremiums n/a · 96 covered
UNITED HERITAGE LIFE INSURANCE COMPANY · visionpremiums n/a · 29 covered
PACIFICSOURCE HEALTH PLANS · health drug dentalpremiums n/a · 105 covered
UNITED HERITAGE LIFE INSURANCE COMPANY · visionpremiums n/a · 36 covered
PACIFICSOURCE HEALTH PLANS · health drug dentalpremiums n/a · 114 covered
UNITED HERITAGE LIFE INSURANCE COMPANY · visionpremiums n/a · 34 covered
AETNA LIFE INSURANCE COMPANY · health drug dental visionpremiums n/a · 212 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 130 covered
Brokers & agents paid · 20245
GALLAGHER BENEFIT SERVICES, INC.$66,521 · incl $51,556 fees
CENTERSTONE INS AGENCY & FINANCIAL$23,848
BOB HART INSURANCE, INC.$55,542
CENTERSTONE INS. & FINAN. SERVICES$1,440 · incl $1,440 fees
JOHN E. FRALICH$1,988
Also brokered by Gallagher5
Chem Carriers, LLC LA$5,531,992

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 264016866 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.