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Sponsor portfolio

GUARDIAN DENTISTRY PRACTICE MANAGEMENT, LLC

EIN 83-3074236-Latest filing 2025
Plans
2
Retirement
1
$45.9M assets
Welfare
1
$440K premiums
Participants
3,902
703 WATERFORD WAY, SUITE 490 - MIAMI, FL 33126860-539-2212
Plans on this EIN
2 filings
#001401k-$45.9M - 2,271 part#505Mixed-$440K - 1,631 lives

Benefits portfolio analytics

1 plan / $440K premiums / 1,631 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$302K
  • Life$302K
  • Short-term disability$302K
  • Long-term disability$302K
  • Other$302K
  • Dental$138K
Total $440K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY69%
  • PRINCIPAL LIFE INSURANCE COMPANY31%
Total $440K2 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • ASSUREDPARTNERS62%
  • PROFESSIONAL GROUP PLANS INC28%
  • HUB INTERNATIONAL MIDWEST LIMITED10%
Total $54K3 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

GUARDIAN DENTISTRY PRACTICE MANAGEMENT LLC 401(K) PLAN AND TRUST

401k

Assets$45.9M
Participants2,271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

GUARDIAN DENTISTRY EMPLOYEE BENEFITS

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$440K
Covered lives1,631
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GUARDIAN DENTISTRY PRACTICE MANAGEMENT LLC 401(K) PLAN AND TRUST401k$45.9M2,2712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505GUARDIAN DENTISTRY EMPLOYEE BENEFITSMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$440K1,6312025
Retirement plans
Welfare plans
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