Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$46K
- Long-term disability$37K
- Life$19K
- Other$19K
- Short-term disability$12K
- Vision$10K
Sponsor portfolio
AFFINITY DENTAL MANAGEMENT INC.
EIN 82-1866847Latest filing 2025
Plans
2
Retirement
1
$20.0M assets
Welfare
1
$124K premiums
Participants
428
330 WHITNEY AVENUE, SUITE 740 - HOLYOKE, MA 01040413-382-7022
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $124K premiums / 111 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY63%
- PRINCIPAL LIFE INSURANCE COMPANY37%
Broker market share
Schedule A broker compensation
62%top
- HAUSER INC62%
- CENTRO BENEFITS RESEARCH LLC28%
- ADP INC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AFFINITY DENTAL 401-K RETIREMENT PLAN
401k
Assets$20.0M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AFFINITY DENTAL MANAGEMENT INC. EMPLOYEE BENEFITS PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$124K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AFFINITY DENTAL 401-K RETIREMENT PLAN | 401k | $20.0M | 256 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AFFINITY DENTAL MANAGEMENT INC. EMPLOYEE BENEFITS PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $124K | 111 | 2025 |
Retirement plans
Welfare plans