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  2. Oaks Integrated Care, Inc.
  • Retirement analytics
  • Benefits analytics
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Filings through Oct 24, 2026.

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Oaks Integrated Care, Inc.

EIN 23-7048397-mental health care-Latest filing 2025
Plans
3
Retirement
2
$99.0M assets
Health & Benefits
1
$481K premiums
Participants
2,892
770 WOODLANE ROAD, SUITE 63 - MOUNT HOLLY, NJ 080603803609-267-5928oaksintcare.orgLinkedIn1001-5000 employeesmental health care
Plans on this EIN
3 filings
#002403(b)-$55.2M - 1,723 part#001403(b)-$43.7M - 269 part#502Mixed-$481K - 896 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $99.0M assets / 1,992 participants

Assets by plan

Share of aggregate retirement assets

  • INC. 403(B) Savings (#002)$55.2M
  • CARE, INC. 403(B) (#001)$43.7M
Total $99.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. 403(B) Savings (#002)1,723
  • CARE, INC. 403(B) (#001)269
Total 1,992Select a row to open it

Benefits portfolio analytics

1 plan / $481K premiums / 896 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$254K
  • Other$183K
  • Life$177K
  • Vision$44K
Total $481K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

OAKS INTEGRATED CARE, INC. 403(B) SAVINGS PLAN

403(b)

Assets$55.2M
Participants1,723
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

OAKS INTEGRATED CARE, INC. 403(B) PLAN

403(b)

Assets$43.7M
Participants269
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

OAKS INTEGRATED CARE HEALTH AND WELFARE PLAN

Mixed - HORIZON HEALTHCARE SERVICES, INC.

Premiums$481K
Covered lives896
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002OAKS INTEGRATED CARE, INC. 403(B) SAVINGS PLAN403(b)$55.2M1,7232025
#001OAKS INTEGRATED CARE, INC. 403(B) PLAN403(b)$43.7M2692025
  • OAKS INTEGRATED CARE, INC. 403(B) SAVINGS PLAN$55.2M
    #002 · 403(b) · 20251,723
  • OAKS INTEGRATED CARE, INC. 403(B) PLAN$43.7M
    #001 · 403(b) · 2025269

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502OAKS INTEGRATED CARE HEALTH AND WELFARE PLANMixedHORIZON HEALTHCARE SERVICES, INC.$481K8962025
  • OAKS INTEGRATED CARE HEALTH AND WELFARE PLAN$481K
    #502 · Mixed · HORIZON HEALTHCARE SERVICES, INC. · 2025896
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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