Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Vision$166K
- Life$166K
- Short-term disability$166K
- Long-term disability$166K
- Other$166K
Sponsor portfolio
PIVOT DENTAL MANAGEMENT LLC
EIN 27-0819333Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
4
Retirement
1
$3.9M assets
Welfare
3
$1.2M premiums
Participants
519
2211 NW MILITARY HWY, STE 127B - SAN ANTONIO, TX 78213210-495-2000
Benefits portfolio analytics
3 plans / $1.2M premiums / 198 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- DEARBORN LIFE INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
78%top
- INSURICA, INC.78%
- GIS BENEFITS INC8%
- ASSUREDPARTNERS7%
- ROGERS BENEFIT GROUP INC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PIVOT DENTAL MANAGEMENT LLC 401(K) PLAN
401k
Assets$3.9M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COKE MANAGEMENT - 7 TO 7 DENTAL & ORTHODONTICS HEALTH & WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.2M
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
COKE MANAGEMENT GROUP LLC MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
COKE MANAGEMENT GROUP LLC ANCILLARY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PIVOT DENTAL MANAGEMENT LLC 401(K) PLAN | 401k | $3.9M | 309 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COKE MANAGEMENT - 7 TO 7 DENTAL & ORTHODONTICS HEALTH & WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.2M | 198 | 2024 | |
| 502 | COKE MANAGEMENT GROUP LLC MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 503 | COKE MANAGEMENT GROUP LLC ANCILLARY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans