PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FREEDOM DENTAL MANAGEMENT, INC.
Sponsor portfolioTH

FREEDOM DENTAL MANAGEMENT, INC.

EIN 47-3101907-Latest filing 2025
Plans
2
Retirement
1
$14.7M assets
Welfare
1
$1.8M premiums
Participants
303
2006 LIMESTONE ROAD, UNIT 5 - WILMINGTON, DE 19808
Plans on this EIN
2 filings
#001401k-$14.7M - 216 part#501Fully Insured-$1.8M - 154 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Life$137K
  • Short-term disability$137K
  • Other$137K
  • Vision$5K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • EYEMED VISION CARE0%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • MARIA CLYDE38%
  • LOCKTON COMPANIES, LLC38%
  • TRACEY MATZ10%
  • AP BENEFIT ADVISORS, LLC6%
  • ROTH VOLUNTARY BENEFIT SERVICES INC4%
  • +3 more
Total $119K8 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

FREEDOM DENTAL MANAGEMENT, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN

401k

Assets$14.7M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FREEDOM DENTAL MANAGEMENT, INC. BENEFIT PLAN

Fully Insured - HIGHMARK DELAWARE

Premiums$1.8M
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FREEDOM DENTAL MANAGEMENT, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN401k$14.7M2162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FREEDOM DENTAL MANAGEMENT, INC. BENEFIT PLANFully InsuredHIGHMARK DELAWARE$1.8M1542025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica