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Sponsor portfolio

DENTAL ASSOCIATES FAMILY AND SPECIALTY CARE, LLC

EIN 27-0339413-Latest filing 2025
Plans
2
Retirement
1
$85.6M assets
Welfare
1
$220K premiums
Participants
1,771
205 EAST WISCONSIN AVENUE - MILWAUKEE, WI 53202414-778-5281
Plans on this EIN
2 filings
#001401k-$85.6M - 1,156 part#507Mixed-$220K - 2,111 lives

Benefits portfolio analytics

1 plan / $220K premiums / 2,111 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$159K
  • Long-term disability$159K
  • Other$159K
  • Health$61K
  • Vision$61K
Total $220K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $220K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
Total $38K1 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

DENTAL ASSOCIATES 401(K) PLAN

401k

Assets$85.6M
Participants1,156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

DENTAL ASSOCIATES MASTER BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$220K
Covered lives2,111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DENTAL ASSOCIATES 401(K) PLAN401k$85.6M1,1562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507DENTAL ASSOCIATES MASTER BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$220K2,1112025
Retirement plans
Welfare plans
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