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Sponsor portfolioTH

AMERICAN DENTAL ASSOCIATION

EIN 36-0724690-non-profit organization management-Latest filing 2024
Plans
4
Retirement
2
$301.3M assets
Welfare
2
$8.3M premiums
Participants
2,569
401 N. MICHIGAN AVE., STE. 3300 - CHICAGO, IL 60611312-440-2538ada.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
4 filings
#001TraditionalDB-$174.4M - 1,002 part#002401k-$127.0M - 656 part#510Mixed-$8.3M - 632 lives#512Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $301.3M assets / 1,658 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • EMPLOYEES' RETIREMENT PLAN (#001)58%
  • AND THRIFT PLAN (#002)42%
Total $301.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#001)1,002
  • AND THRIFT PLAN (#002)656
Total 1,658Click 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$127.0M
Participants656
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$127.0M6562024

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
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