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Sponsor portfolioTH

OAKS INTEGRATED CARE

EIN 23-7048397-mental health care-Latest filing 2025
Plans
3
Retirement
2
$87.3M assets
Welfare
1
$481K premiums
Participants
2,820
770 WOODLANE RD, SUITE 23 - MOUNT HOLLY, NJ 080603803609-267-5928oaksintcare.orgLinkedIn1001-5000 employeesmental health care
Plans on this EIN
3 filings
#002403b-$47.4M - 1,639 part#001403b-$39.9M - 281 part#502Mixed-$481K - 896 lives

Retirement portfolio analytics

2 plans aggregated / $87.3M assets / 1,920 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • INC. 403(B) Savings (#002)54%
  • CARE, INC. 403(B) (#001)46%
Total $87.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 403(B) Savings (#002)1,639
  • CARE, INC. 403(B) (#001)281
Total 1,920Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • HORIZON HEALTHCARE SERVICES, INC.53%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA37%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $481K4 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • INNOVATIVE BENEFIT PLANNING, LLC79%
  • TERRIANN PROCIDA19%
  • IMG1%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $18K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

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

403b

Assets$47.4M
Participants1,639
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OAKS INTEGRATED CARE, INC. 403(B) PLAN

403b

Assets$39.9M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

OAKS INTEGRATED CARE HEALTH AND WELFARE PLAN

Mixed - HORIZON HEALTHCARE SERVICES, INC.

Premiums$481K
Covered lives896
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OAKS INTEGRATED CARE, INC. 403(B) SAVINGS PLAN403b$47.4M1,6392024
001OAKS INTEGRATED CARE, INC. 403(B) PLAN403b$39.9M2812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502OAKS INTEGRATED CARE HEALTH AND WELFARE PLANMixedHORIZON HEALTHCARE SERVICES, INC.$481K8962025
Retirement plans
Welfare plans
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