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  2. WESTERN DENTAL SERVICES, INC.
Sponsor portfolio

WESTERN DENTAL SERVICES, INC.

EIN 33-0065869-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$153.9M assets
Welfare
1
$5.0M premiums
Participants
12,441
530 SOUTH MAIN STREET, SUITE 600 - ORANGE, CA 92868800-417-4444LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$153.9M - 7,088 part#502Fully Insured-$5.0M - 785 lives

Benefits portfolio analytics

1 plan / $5.0M premiums / 785 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Other$894K
  • Life$536K
  • Long-term disability$536K
  • Dental$172K
  • +1 more
Total $5.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • KAISER FOUNDATION HEALTH PLAN INC79%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
  • RELIASTAR LIFE INSURANCE COMPANY7%
  • COMBINED INSURANCE COMPANY OF AMERICA3%
  • COMPANION LIFE INSURANCE COMPANY0%
Total $5.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • JD ALLMAN, INC.66%
  • EOI SERVICE COMPANY INC13%
  • JOSEPH ANTHONY LAROCCA12%
  • BENE RE LLC8%
  • GUARANTEE INSURANCE PARTNERS LLC.1%
  • +1 more
Total $368K6 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

WESTERN DENTAL SERVICES, INC. 401(K) PLAN

401k

Assets$153.9M
Participants7,088
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WESTERN DENTAL SERVICES, INC. WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$5.0M
Covered lives785
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTERN DENTAL SERVICES, INC. 401(K) PLAN401k$153.9M7,0882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WESTERN DENTAL SERVICES, INC. WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$5.0M7852024
Retirement plans
Welfare plans
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