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Form 5500 · Employee benefit plan · GRANTS PASS, OR

KINGSVIEW WEALTH MANAGEMENT LLC

KINGSVIEW WEALTH MANAGEMENT LLC of GRANTS PASS, OR files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CENTERSTONE INS. AGENCY & FINANCIAL. Coverage is written through AETNA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in March.

Benefits broker of record
CENTERSTONE INS. AGENCY & FINANCIAL
Insurance carrier
AETNA LIFE INSURANCE COMPANY
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-4016866 · plan 501 · as of Jul 2026

Participants
60
Carriers on file
2
Disclosed commissions
$38,813
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AETNA LIFE INSURANCE COMPANYHealth, Dental, Vision212March$34,494
UNITED OF OMAHA LIFE INSURANCE COMPANYLife130March$4,319

Questions

Who is KINGSVIEW WEALTH MANAGEMENT LLC's benefits broker?

Per its most recent Form 5500 Schedule A, KINGSVIEW WEALTH MANAGEMENT LLC's broker of record is CENTERSTONE INS. AGENCY & FINANCIAL.

What insurance carrier does KINGSVIEW WEALTH MANAGEMENT LLC use?

KINGSVIEW WEALTH MANAGEMENT LLC's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does KINGSVIEW WEALTH MANAGEMENT LLC's group plan renew?

The most recent Schedule A policy period for KINGSVIEW WEALTH MANAGEMENT LLC ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from KINGSVIEW WEALTH MANAGEMENT LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.