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Sponsor portfolio

PEAK DENTAL SERVICES, LLC

EIN 26-3216754-hospital & health care-Latest filing 2025
Plans
6
Retirement
1
$14.1M assets
Welfare
5
$89K premiums
Participants
1,650
6110 BARNES ROAD - COLORADO SPRINGS, CO 80922303-317-8997peakdentalservices.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
6 filings
#001401k-$14.1M - 631 part#504Fully Insured-$42K - 131 lives#503Fully Insured-$28K - 179 lives#505Mixed-$13K - 108 lives#502Fully Insured-$6K - 455 lives#501Self Funded-0 lives

Benefits portfolio analytics

5 plans / $89K premiums / 873 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$61K
  • Life$49K
  • Vision$28K
Total $89K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY69%
  • VISION SERVICE PLAN31%
Total $89K2 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • MODERN FINANCIAL LLC62%
  • USI INSURANCE SERVICES LLC24%
  • CENTERSTONE INSURANCE AND FINANCIAL14%
Total $16K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PEAK DENTAL SERVICES 401(K) PLAN

401k

Assets$14.1M
Participants631
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

PEAK DENTAL SERVICES VOLUNTARY LIFE

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$42K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PEAK DENTAL SERVICES VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$28K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

PEAK DENTAL SERVICES ACCIDENT

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$13K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PEAK DENTAL SERVICES LIFE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$6K
Covered lives455
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PEAK DENTAL SERVICES, LLC

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEAK DENTAL SERVICES 401(K) PLAN401k$14.1M6312024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
504PEAK DENTAL SERVICES VOLUNTARY LIFEFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$42K1312025
503PEAK DENTAL SERVICES VISION PLANFully InsuredVISION SERVICE PLAN$28K1792025
505PEAK DENTAL SERVICES ACCIDENTMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$13K1082025
502PEAK DENTAL SERVICES LIFE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$6K4552025
501PEAK DENTAL SERVICES, LLCSelf Funded-$002025
Retirement plans
Welfare plans
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