Assets by plan
Share of aggregate retirement assets
Filings through .
Mortenson Family Dental Holdings, Inc.
EIN 45-1839908medical practiceLatest filing 2025
Plans
4
Retirement
2
$156.0M assets
Health & Benefits
2
$1.3M premiums
Participants
9,008
10300 LINN STATION ROAD, SUITE 100 - LOUISVILLE, KY 40223502-244-9595LinkedIn1001-5000 employeesmedical practice
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $156.0M assets / 4,976 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.3M premiums / 1,807 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$555K
- Short-term disability$504K
- Life$302K
- Long-term disability$171K
- Vision$119K
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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#003
MORTENSON DENTAL PARTNERS 401(K) PLAN
401(k)
Assets$79.5M
Participants2,617
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MORTENSON DENTAL PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$76.5M
Participants2,359
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
MORTENSON FAMILY DENTAL HOLDINGS, INC. DBA MORTENSON DENTAL PARTNERS HEALTH AND WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$1.3M
Covered lives1,807
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#002
MORTENSON DENTAL PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | MORTENSON DENTAL PARTNERS 401(K) PLAN | 401(k) | $79.5M | 2,617 | 2025 |
| #002 | MORTENSON DENTAL PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $76.5M | 2,359 | 2025 |
- #003 · 401(k) · 20252,617
- #002 · ESOP · 20252,359
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | MORTENSON FAMILY DENTAL HOLDINGS, INC. DBA MORTENSON DENTAL PARTNERS HEALTH AND WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1.3M | 1,807 | 2025 |
| #002 | MORTENSON DENTAL PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN | Self-funded | - | $0 | 0 | 2024 |
- MORTENSON FAMILY DENTAL HOLDINGS, INC. DBA MORTENSON DENTAL PARTNERS HEALTH AND WELFARE BENEFIT PLAN$1.3M#503 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 20251,807
- #002 · Self-funded · 20240
Retirement plans
Health & Benefits plans