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Sponsor portfolioTH

CALIFORNIA DENTAL ASSOCIATION

EIN 95-2822367-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$67.3M assets
Welfare
1
$4.6M premiums
Participants
650
PO BOX 13749 - SACRAMENTO, CA 95853916-554-4907LinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#002401k-$67.3M - 400 part#502Fully Insured-$4.6M - 253 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 253 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Dental$417K
  • Other$166K
  • Life$117K
  • Long-term disability$71K
  • +1 more
Total $4.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • CALIFORNIA PHYSICIANS SERVICE49%
  • KAISER FOUNDATION HEALTH PLAN INC36%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
  • +3 more
Total $4.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • EDGEWOOD PARTNERS INSURANCE CENTER86%
  • EDEWOOD PARTNERS INSURANCE CENTER9%
  • LOCKTON COMPANIES, LLC6%
Total $20K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CALIFORNIA DENTAL ASSOCIATION 401(K) PLAN

401k

Assets$67.3M
Participants400
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CALIFORNIA DENTAL ASSOCIATION HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA'S PHYSICIANS' SERVICE

Premiums$4.6M
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CALIFORNIA DENTAL ASSOCIATION 401(K) PLAN401k$67.3M4002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CALIFORNIA DENTAL ASSOCIATION HEALTH AND WELFARE PLANFully InsuredCALIFORNIA'S PHYSICIANS' SERVICE$4.6M2532025
Retirement plans
Welfare plans
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