PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CHERRY TREE DENTAL LLC
Sponsor portfolio

CHERRY TREE DENTAL LLC

EIN 20-8292304-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$1.3M premiums
Participants
607
2921 LANDMARK PL STE 215 - MADISON, WI 537134248301-651-9251cherrytreedental.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$10.4M - 392 part#501Fully Insured-$1.3M - 252 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 252 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Life$99K
  • Short-term disability$99K
  • Long-term disability$99K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PAYCHEX INSURANCE AGENCY, INC.100%
Total $46K1 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

CHERRY TREE DENTAL LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$10.4M
Participants392
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHERRY TREE DENTAL EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS & BLUE SHIELD OF WISCONSIN

Premiums$1.3M
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHERRY TREE DENTAL LLC 401(K) PROFIT SHARING PLAN & TRUST401k$10.4M3922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHERRY TREE DENTAL EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS & BLUE SHIELD OF WISCONSIN$1.3M2522024
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