PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DENTAL MANAGEMENT STRATEGIES, LLC
Sponsor portfolio

DENTAL MANAGEMENT STRATEGIES, LLC

EIN 51-0562439-Latest filing 2025
Plans
2
Retirement
1
$29.0M assets
Welfare
1
$463K premiums
Participants
176
1415 FOULK ROAD, SUITE 201 - WILMINGTON, DE 19803302-230-3088
Plans on this EIN
2 filings
#002401k-$29.0M - 119 part#501Mixed-$463K - 102 lives

Benefits portfolio analytics

1 plan / $463K premiums / 102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$381K
  • Short-term disability$37K
  • Life$35K
  • Long-term disability$35K
  • Other$35K
  • Vision$10K
Total $463K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • HM LIFE INSURANCE COMPANY82%
  • COLONIA LIFE & ACCIDENT INSURANCE COMPANY8%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN2%
Total $463K4 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • PATRIOT GROWTH INSURANCE SERVICES56%
  • BRAD BIEL17%
  • JAMES R NELLIGAN & ASSOCIATES LLC14%
  • ROTH VOLUNTARY BENEFIT SERVICES INC9%
  • CHARLES L SAULSBERY2%
  • +3 more
Total $15K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DENTAL ASSOCIATES OF DELAWARE 401(K) PROFIT SHARING PLAN

401k

Assets$29.0M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DENTAL MANAGEMENT STRATEGIES, LLC EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$463K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DENTAL ASSOCIATES OF DELAWARE 401(K) PROFIT SHARING PLAN401k$29.0M1192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DENTAL MANAGEMENT STRATEGIES, LLC EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$463K1022025
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