PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AMERICAN DENTAL ASSOCIATION
Sponsor portfolioTH

AMERICAN DENTAL ASSOCIATION

EIN 36-0724690-non-profit organization management-Latest filing 2025
Plans
4
Retirement
2
$306.5M assets
Welfare
2
$8.3M premiums
Participants
2,533
401 NORTH MICHIGAN AVE SUITE 3300 - CHICAGO, IL 606114250312-440-2538ada.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
4 filings
#001TraditionalDB-$174.4M - 1,002 part#002401k-$132.2M - 620 part#510Mixed-$8.3M - 632 lives#512Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $306.5M assets / 1,622 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • EMPLOYEES' RETIREMENT PLAN (#001)57%
  • AND THRIFT PLAN (#002)43%
Total $306.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#001)1,002
  • AND THRIFT PLAN (#002)620
Total 1,622Click row to drill in

Benefits portfolio analytics

2 plans / $8.3M premiums / 632 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.7M
  • Prescription drug$7.7M
  • Other$577K
  • Life$523K
  • Long-term disability$511K
Total $8.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • KAISER FOUNDATION HEALTH PLAN INC0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $8.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • FIRST BENEFITS CORPORATION99%
  • SMITH THOMAS C1%
Total $397K2 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

ADA EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$174.4M
Participants1,002
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMERICAN DENTAL ASSOCIATION EMPLOYEES' SAVINGS AND THRIFT PLAN

401k

Assets$132.2M
Participants620
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ADA MEDICAL BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$8.3M
Covered lives632
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

AMERICAN DENTAL ASSOCIATION RETIREE MEDICAL REIMBURSEMENT PROGRAM

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ADA EMPLOYEES' RETIREMENT PLANTraditionalDB$174.4M1,0022024
002AMERICAN DENTAL ASSOCIATION EMPLOYEES' SAVINGS AND THRIFT PLAN401k$132.2M6202025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ADA MEDICAL BENEFITS PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$8.3M6322024
512AMERICAN DENTAL ASSOCIATION RETIREE MEDICAL REIMBURSEMENT PROGRAMSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica