Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$86K
- Long-term disability$68K
- Life$68K
- Other$42K
Sponsor portfolioTH
COLTENE/WHALEDENT, INC.
EIN 13-3568101Latest filing 2025
Plans
2
Retirement
1
$25.9M assets
Welfare
1
$265K premiums
Participants
593
235 ASCOT PARKWAY - AKRON, OH 44223330-916-8886
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $265K premiums / 272 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA86%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
55%top
- THE JAMES B OSWALD COMPANY55%
- CENTRO BENEFITS RESEARCH LLC30%
- PAYCHEX INSURANCE AGENCY, INC.15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COLTENE/WHALEDENT, INC. PROFIT SHARING PLAN
401k
Assets$25.9M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COLTENE WHALEDENT HEALTH AND WELFARE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$265K
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COLTENE/WHALEDENT, INC. PROFIT SHARING PLAN | 401k | $25.9M | 357 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COLTENE WHALEDENT HEALTH AND WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $265K | 272 | 2025 |
Retirement plans
Welfare plans