Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.5M
- Dental$5.5M
- Vision$5.5M
- Prescription drug$5.5M
- Life$536K
- Short-term disability$536K
- +2 more
Sponsor portfolio
OAKDALE SENIORS ALLIANCE, LLC
EIN 88-2972429hospital & health careLatest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$6.0M premiums
Participants
2,764
2602 EAST MAIN STREET, SUITE 200 - CHATTANOOGA, TN 37404423-922-9190oakdaleseniorsalliance.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.0M premiums / 971 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UPMC HEALTH OPTIONS91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
61%top
- PROPEL INSURANCE AGENCY, LLC61%
- GCG FINANCIAL LLC24%
- JENNON M CARUTH15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OAKDALE SENIORS ALLIANCE, LLC 401(K) PLAN
401k
Assets$4.0M
Participants1,793
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OAKDALE SENIORS ALLIANCE, LLC HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - UPMC HEALTH OPTIONS
Premiums$6.0M
Covered lives971
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OAKDALE SENIORS ALLIANCE, LLC 401(K) PLAN | 401k | $4.0M | 1,793 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OAKDALE SENIORS ALLIANCE, LLC HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | UPMC HEALTH OPTIONS | $6.0M | 971 | 2025 |
Retirement plans
Welfare plans