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Sponsor portfolioTH

CAREQUEST INSTITUTE FOR ORAL HEALTH, INC.

EIN 38-4016550-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$33.4M assets
Welfare
1
$5.3M premiums
Participants
357
465 MEDFORD STREET - BOSTON, MA 02129617-886-1700carequest.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$33.4M - 205 part#506Mixed-$5.3M - 358 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 358 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Other$189K
  • Life$173K
  • Short-term disability$173K
  • Long-term disability$173K
  • Vision$22K
Total $5.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITED HEALTHCARE INSURANCE COMPANY96%
  • HARTFORD LIFE AND ACCIDENT3%
  • VISION SERVICE PLAN0%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • ALLONE HEALTH0%
Total $5.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • NFP INSURANCE SERVICES INC99%
  • MARSH & MCLENNAN AGENCY LLC1%
Total $119K2 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

THE CAREQUEST 401(K) RETIREMENT PLAN

401k

Assets$33.4M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. HEALTH & WELFARE PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$5.3M
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CAREQUEST 401(K) RETIREMENT PLAN401k$33.4M2052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. HEALTH & WELFARE PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$5.3M3582025
Retirement plans
Welfare plans
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