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Sponsor portfolioTH

DENTAL CARE ALLIANCE

EIN 82-0580763-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$234.8M assets
Welfare
1
$2.1M premiums
Participants
9,286
6240 LAKE OSPREY DRIVE - SARASOTA, FL 34240941-364-7550dentalcarealliance.netLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$183.8M - 5,529 part#002401k-$51.0M - 1,410 part#501Fully Insured-$2.1M - 3,122 lives

Retirement portfolio analytics

2 plans aggregated / $234.8M assets / 6,939 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • CARE ALLIANCE 401(K) (#001)78%
  • ALLIANCE GROUP 401(K) (#002)22%
Total $234.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CARE ALLIANCE 401(K) (#001)5,529
  • ALLIANCE GROUP 401(K) (#002)1,410
Total 6,939Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 3,122 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.5M
  • Short-term disability$1.5M
  • Long-term disability$1.5M
  • Other$310K
  • Vision$229K
  • Health$47K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY72%
  • RELIASTAR LIFE INSURANCE COMPANY15%
  • UNITEDHEALTHCARE INSURANCE COMPANY11%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • LOCKTON COMPANIES, LLC78%
  • AON CONSULTING INC22%
Total $228K2 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

DENTAL CARE ALLIANCE 401(K) PLAN

401k

Assets$183.8M
Participants5,529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DENTAL CARE ALLIANCE GROUP 401(K) PLAN

401k

Assets$51.0M
Participants1,410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DENTAL CARE ALLIANCE, LLC WELFARE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$2.1M
Covered lives3,122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DENTAL CARE ALLIANCE 401(K) PLAN401k$183.8M5,5292024
002DENTAL CARE ALLIANCE GROUP 401(K) PLAN401k$51.0M1,4102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DENTAL CARE ALLIANCE, LLC WELFARE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$2.1M3,1222024
Retirement plans
Welfare plans
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