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Sponsor portfolio

FAMILY ORTHODONTICS & NEW ENGLAND FAMILY DENTISTRY, PC

EIN 04-3581871-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$1.7M premiums
Participants
934
5 MOUNT ROYAL AVENUE, SUITE 300 - MARLBOROUGH, MA 01752617-596-1416familyorthoonline.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$6.4M - 776 part#501Fully Insured-$1.7M - 256 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Prescription drug$1.7M
  • Other$24K
  • Vision$20K
  • Life$20K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • PRINCIPAL LIFE INSURANCE COMPANY1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • COMPREHENSIVE INSURANCE PROVIDERS99%
  • GIS NATIONAL1%
  • UNKNOWN0%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS0%
  • ENROLLMENT SOLUTIONS LTD0%
  • +3 more
Total $83K8 slices

Plan deep-dives

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

FAMILY ORTHODONTICS INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$6.4M
Participants776
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FAMILY ORTHODONTICS & NEW ENGLAND FAMILY DENTISTRY, PC WRAP PLAN

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

Premiums$1.7M
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FAMILY ORTHODONTICS INC 401(K) PROFIT SHARING PLAN & TRUST401k$6.4M7762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FAMILY ORTHODONTICS & NEW ENGLAND FAMILY DENTISTRY, PC WRAP PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.7M2562025
Retirement plans
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