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Sponsor portfolio

PLUM DENTAL GROUP, LLC

EIN 82-1566002-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$1.2M premiums
Participants
592
29 UPDIKE AVENUE - NORTH KINGSTOWN, RI 02852401-536-7940plumdental.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$8.2M - 301 part#501Fully Insured-$1.2M - 290 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 290 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Life$63K
  • Short-term disability$63K
  • Long-term disability$63K
  • Other$63K
  • Dental$19K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • HARVARD PILGRIM HEALTH CARE92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • BLUE CROSS OF CALIFORNIA2%
  • EYEMED VISION CARE1%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $59K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PLUM DENTAL GROUP, L.L.C. 401(K) PROFIT SHARING PLAN

401k

Assets$8.2M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PLUM DENTAL, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - HPHC INSURANCE COMPANY

Premiums$1.2M
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLUM DENTAL GROUP, L.L.C. 401(K) PROFIT SHARING PLAN401k$8.2M3012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PLUM DENTAL, LLC EMPLOYEE BENEFIT PLANFully InsuredHPHC INSURANCE COMPANY$1.2M2902025
Retirement plans
Welfare plans
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