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Sponsor portfolio

CHESTNUT DENTAL ASSOCIATES, P.C.

EIN 04-2629568-medical practice-Latest filing 2025
Plans
2
Retirement
1
$31.8M assets
Welfare
1
$909K premiums
Participants
277
87 CHESTNUT STREET - NEEDHAM, MA 024922578781-444-6650LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$31.8M - 166 part#502Fully Insured-$909K - 110 lives

Benefits portfolio analytics

1 plan / $909K premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$905K
  • Prescription drug$905K
  • Life$4K
  • Other$4K
Total $909K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • HARVARD PILGRIM HEALTH CARE100%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY0%
Total $909K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SENTINEL INSURANCE AGENCY, INC.100%
Total $15K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHESTNUT DENTAL ASSOCIATES, P.C. PROFIT SHARING PLAN

401k

Assets$31.8M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CHESTNUT DENTAL ASSOCIATES GROUP BENEFITS PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$909K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHESTNUT DENTAL ASSOCIATES, P.C. PROFIT SHARING PLAN401k$31.8M1662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CHESTNUT DENTAL ASSOCIATES GROUP BENEFITS PLANFully InsuredHARVARD PILGRIM HEALTH CARE$909K1102024
Retirement plans
Welfare plans
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