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Sponsor portfolio

SAGE DENTAL MANAGEMENT, LLC

EIN 13-4216896-medical practice-Latest filing 2025
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$13.3M premiums
Participants
3,275
6600 CONGRESS AVENUE, SUITE 150 - BOCA RATON, FL 33487561-999-9650LinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$15.7M - 1,846 part#501Mewa-$13.3M - 1,765 lives

Benefits portfolio analytics

1 plan / $13.3M premiums / 1,765 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.1M
  • Prescription drug$12.1M
  • Vision$6.8M
  • Other$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • +1 more
Total $13.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $13.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $456K1 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

SAGE DENTAL 401(K) PLAN

401k

Assets$15.7M
Participants1,846
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAGE DENTAL MANAGEMENT, LLC EMPLOYEE WELFARE PLAN

Mewa - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$13.3M
Covered lives1,765
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAGE DENTAL 401(K) PLAN401k$15.7M1,8462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAGE DENTAL MANAGEMENT, LLC EMPLOYEE WELFARE PLANMewaUNITEDHEALTHCARE INSURANCE COMPANY$13.3M1,7652025
Retirement plans
Welfare plans
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