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Sponsor portfolio

ORTHODONTIC EXPERTS MANAGEMENT, LLC

EIN 84-5005433-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$864K premiums
Participants
424
1700 W. HIGGINS ROAD - DES PLAINES, IL 60018773-701-5690
Plans on this EIN
2 filings
#001401k-$3.3M - 204 part#501Mixed-$864K - 220 lives

Benefits portfolio analytics

1 plan / $864K premiums / 220 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$707K
  • Dental$69K
  • Other$68K
  • Life$25K
  • Vision$20K
Total $864K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • DEARBORN LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN2%
  • +1 more
Total $864K6 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • RSC INSURANCE BROKERAGE INC85%
  • ASSUREDPARTNERS11%
  • SELMAN & COMPANY, LLC3%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $49K4 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

ORTHODONTIC EXPERTS MANAGEMENT, LLC. 401(K) PLAN

401k

Assets$3.3M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHODONTIC EXPERTS MANAGEMENT, LLC WELFARE BENEFITS PLAN

Mixed - BLUECROSS BLUE SHIELD OF ILLINOIS

Premiums$864K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORTHODONTIC EXPERTS MANAGEMENT, LLC. 401(K) PLAN401k$3.3M2042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHODONTIC EXPERTS MANAGEMENT, LLC WELFARE BENEFITS PLANMixedBLUECROSS BLUE SHIELD OF ILLINOIS$864K2202025
Retirement plans
Welfare plans
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