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Sponsor portfolioTH

FOUR OAKS FAMILY AND CHILDREN SERVICES

EIN 42-0998726-medical practice-Latest filing 2025
Plans
4
Retirement
1
$22.0M assets
Welfare
3
$4.2M premiums
Participants
2,638
5400 KIRKWOOD BLVD SW - CEDAR RAPIDS, IA 524045216319-364-0259LinkedIn11-50 employeesmedical practice
Plans on this EIN
4 filings
#001401k-$22.0M - 994 part#502Fully Insured-$3.9M - 418 lives#520Fully Insured-$226K - 566 lives#521Fully Insured-$48K - 660 lives

Benefits portfolio analytics

3 plans / $4.2M premiums / 1,644 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Dental$242K
  • Long-term disability$90K
  • Life$74K
  • Other$74K
  • Short-term disability$62K
  • +1 more
Total $4.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $4.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • TRUENORTH COMPANIES LC91%
  • WATCHTOWER BENEFITS, LLC9%
Total $36K2 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

FOUR OAKS ENTERPRISE RETIREMENT PLAN

401k

Assets$22.0M
Participants994
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FOUR OAKS INC OF IOWA EMPLOYEE HEALTH BENEFIT PLAN

Fully Insured - WELLMARK HEALTH PLAN OF IOWA, INC.

Premiums$3.9M
Covered lives418
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

FOUR OAKS LIFE & LONG-TERM DISABILITY

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$226K
Covered lives566
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

FOUR OAKS INC VISION PLAN

Fully Insured - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$48K
Covered lives660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOUR OAKS ENTERPRISE RETIREMENT PLAN401k$22.0M9942025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FOUR OAKS INC OF IOWA EMPLOYEE HEALTH BENEFIT PLANFully InsuredWELLMARK HEALTH PLAN OF IOWA, INC.$3.9M4182025
520FOUR OAKS LIFE & LONG-TERM DISABILITYFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$226K5662025
521FOUR OAKS INC VISION PLANFully InsuredFIDELITY SECURITY LIFE INSURANCE COMPANY$48K6602025
Retirement plans
Welfare plans
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