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  2. Oral & Maxillofacial Surgery Specialists, PA
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Filings through Oct 24, 2026.

Oral & Maxillofacial Surgery Specialists, PA

EIN 41-0956543-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$24.3M assets
Health & Benefits
1
$232K premiums
Participants
199
550 COUNTY ROAD D WEST, SUITE 12 - NEW BRIGHTON, MN 55112612-435-0154
Plans on this EIN
3 filings
#001401(k)-$21.0M - 91 part#003Cash balance-$3.3M - 64 part#502Self-funded-$232K - 44 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $24.3M assets / 155 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$21.0M
  • CASH BALANCE PLAN (#003)$3.3M
Total $24.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)91
  • CASH BALANCE PLAN (#003)64
Total 155Select a row to open it

Benefits portfolio analytics

1 plan / $232K premiums / 44 covered lives

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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, PA 401K PROFIT SHARING PLAN AND TRUST

401(k)

Assets$21.0M
Participants91
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN

Cash balance

Assets$3.3M
Participants64
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

ORAL AND MAXILLOFACIAL SURGERY SPECIALISTS, P.A. EMPLOYEE BENEFIT PLAN

Self-funded - CRUM & FORSTER

Premiums$232K
Covered lives44
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, PA 401K PROFIT SHARING PLAN AND TRUST401(k)$21.0M912025
#003ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLANCash balance$3.3M642025
  • ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, PA 401K PROFIT SHARING PLAN AND TRUST$21.0M
    #001 · 401(k) · 202591
  • ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN$3.3M
    #003 · Cash balance · 202564

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502ORAL AND MAXILLOFACIAL SURGERY SPECIALISTS, P.A. EMPLOYEE BENEFIT PLANSelf-fundedCRUM & FORSTER$232K442025
  • ORAL AND MAXILLOFACIAL SURGERY SPECIALISTS, P.A. EMPLOYEE BENEFIT PLAN$232K
    #502 · Self-funded · CRUM & FORSTER · 202544
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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