PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DAVID J. AHEARN, DDS, PC
Sponsor portfolio

DAVID J. AHEARN, DDS, PC

EIN 04-3112417-medical practice-Latest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$794K premiums
Participants
187
198 AIRPORT RD - FALL RIVER, MA 02720800-275-2547LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$2.6M - 94 part#501Fully Insured-$794K - 114 lives

Benefits portfolio analytics

1 plan / $794K premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$739K
  • Other$24K
  • Dental$13K
  • Life$12K
  • Long-term disability$7K
  • Vision$7K
  • +1 more
Total $794K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • DELTA DENTAL OF CALIFORNIA2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $794K4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • HP PLANNING LLC84%
  • SPRING INSURANCE GROUP LLC12%
  • GIS BENEFITS INC4%
  • GCG FINANCIAL LLC1%
  • ADMINISTRATORS, INC, BOON-CHAPMAN B-0%
Total $60K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DAVID J. AHEARN, DDS, PC 401(K) PLAN

401k

Assets$2.6M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DAVID J AHEARN DDS, PC HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$794K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DAVID J. AHEARN, DDS, PC 401(K) PLAN401k$2.6M942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DAVID J AHEARN DDS, PC HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$794K1142024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica