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Sponsor portfolio

ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, PA

EIN 41-0956543-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
2
$20.3M assets
Welfare
1
$177K premiums
Participants
189
550 COUNTY ROAD D WEST, SUITE 12 - NEW BRIGHTON, MN 55112612-435-0154
Plans on this EIN
3 filings
#001401k-$18.0M - 93 part#003CashBalance-$2.3M - 58 part#502Self Funded-$177K - 38 lives

Retirement portfolio analytics

2 plans aggregated / $20.3M assets / 151 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PLAN AND TRUST (#001)89%
  • CASH BALANCE PLAN (#003)11%
Total $20.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)93
  • CASH BALANCE PLAN (#003)58
Total 151Click row to drill in

Benefits portfolio analytics

1 plan / $177K premiums / 38 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $177K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

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

401k

Assets$18.0M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

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

CashBalance

Assets$2.3M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

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

Self Funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$177K
Covered lives38
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, PA 401K PROFIT SHARING PLAN AND TRUST401k$18.0M932024
003ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLANCashBalance$2.3M582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ORAL AND MAXILLOFACIAL SURGERY SPECIALISTS, P.A. EMPLOYEE BENEFIT PLANSelf FundedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$177K382024
Retirement plans
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