PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. U.S. ORAL SURGERY MANAGEMENT, LLC
Sponsor portfolio

U.S. ORAL SURGERY MANAGEMENT, LLC

EIN 82-2416013-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
1
$237.9M assets
Welfare
2
$19.5M premiums
Participants
5,366
500 E JOHN CARPENTER FWY, SUITE 300 - IRVING, TX 75062214-405-8673
Plans on this EIN
3 filings
#001401k-$237.9M - 3,106 part#501Mewa-$18.3M - 2,836 lives#502Mewa-$1.2M - 174 lives

Benefits portfolio analytics

2 plans / $19.5M premiums / 3,010 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$17.1M
  • Dental$14.7M
  • Prescription drug$2.4M
  • Long-term disability$1.1M
  • Short-term disability$611K
  • Other$545K
  • +2 more
Total $19.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • BLUE CROSS OF CALIFORNIA75%
  • CALIFORNIA PHYSICIANS SERVICE12%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
  • VISION SERVICE PLAN1%
Total $19.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $182K1 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

U.S. ORAL SURGERY MANAGEMENT, LLC RETIREMENT PLAN

401k

Assets$237.9M
Participants3,106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

U.S. ORAL SURGERY MANAGEMENT, LLC WELFARE BENEFIT PLAN

Mewa - BLUECROSS BLUESHIELD OF TEXAS

Premiums$18.3M
Covered lives2,836
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

U.S. ORAL SURGERY MANAGEMENT CA EMPLOYEE BENEFITS PLAN

Mewa - CALIFORNIA PHYSICIANS SERVICE

Premiums$1.2M
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001U.S. ORAL SURGERY MANAGEMENT, LLC RETIREMENT PLAN401k$237.9M3,1062024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501U.S. ORAL SURGERY MANAGEMENT, LLC WELFARE BENEFIT PLANMewaBLUECROSS BLUESHIELD OF TEXAS$18.3M2,8362024
502U.S. ORAL SURGERY MANAGEMENT CA EMPLOYEE BENEFITS PLANMewaCALIFORNIA PHYSICIANS SERVICE$1.2M1742024
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