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Sponsor portfolio

MONTICCIOLO FAMILY AND SEDATION DENTISTRY LLC

EIN 84-4183856-medical practice-Latest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$996 premiums
Participants
247
8383 SEMINOLE BLVD, STE A - SEMINOLE, FL 33772727-422-2801happydentistry.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.6M - 145 part#501Fully Insured-$996 - 102 lives

Benefits portfolio analytics

1 plan / $996 premiums / 102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$996
  • Other$996
Total $9962 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $9961 slice

Broker market share

Schedule A broker compensation

Split broker
88%top
  • USI INSURANCE SERVICES LLC88%
  • ASSUREDPARTNERS12%
Total $1702 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

MONTICCIOLO FAMILY AND SEDATION DENTISTRY MANAGEMENT LLC 401K PLAN

401k

Assets$2.6M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONTICCIOLO FAMILY AND SEDATION DENTISTRY LLC HEALTH AND WELFARE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$996
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTICCIOLO FAMILY AND SEDATION DENTISTRY MANAGEMENT LLC 401K PLAN401k$2.6M1452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONTICCIOLO FAMILY AND SEDATION DENTISTRY LLC HEALTH AND WELFARE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$9961022025
Retirement plans
Welfare plans
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