Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OLDACH ASSOCIATES, LLC
EIN 66-0379387Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
2
$9.7M assets
Welfare
2
$615K premiums
Participants
532
#427 PR-869 CALLE 4, BO PALMAS - CATANO, PR 00962787-641-2420
Retirement portfolio analytics
2 plans aggregated / $9.7M assets / 193 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $615K premiums / 339 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$584K
- Life$584K
- Prescription drug$584K
- Other$584K
- Dental$31K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- MCS LIFE INSURANCE COMPANY95%
- DELTA DENTAL OF CALIFORNIA5%
Broker market share
Schedule A broker compensation
50%top
- IKON INSURANCE, INC.50%
- ACRISURE LLC46%
- CGF INSURANCE LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OLDACH SALARY RETIREMENT PLAN
401k
Assets$8.6M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OLDACH ASSOCIATES RETIREMENT PLAN
401k
Assets$1.1M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OLDACH HEALTH PLAN
Fully Insured - MCS LIFE INSURANCE COMPANY
Premiums$584K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
OLDACH DENTAL PLAN
Fully Insured - DELTA DENTAL OF PUERTO RICO, INC.
Premiums$31K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OLDACH SALARY RETIREMENT PLAN | 401k | $8.6M | 82 | 2025 | |
| 001 | OLDACH ASSOCIATES RETIREMENT PLAN | 401k | $1.1M | 111 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OLDACH HEALTH PLAN | Fully Insured | MCS LIFE INSURANCE COMPANY | $584K | 166 | 2025 | |
| 502 | OLDACH DENTAL PLAN | Fully Insured | DELTA DENTAL OF PUERTO RICO, INC. | $31K | 173 | 2025 |
Retirement plans
Welfare plans