PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. OAKS INTEGRATED CARE

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 23-7048397

OAKS INTEGRATED CARE

770 WOODLANE RD, SUITE 23 · MOUNT HOLLY, NJ 080603803
6092675928
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$481K
No prior year
Persons covered
896
No prior year
Total participants
900
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$481K
OAKS INTEGRATED CARE HEALTH AND WELFARE PLAN
Mixed896 covered·4 carriers
Primary: HORIZON HEALTHCARE SERVICES, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$254K38.6%
Other$183K27.8%
Life$177K27.0%
Vision$44K6.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HORIZON HEALTHCARE SERVICES, INC.
EIN 220999690
D
$254K52.9%11545
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LOth
$177K36.9%11896
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 251149206
V
$44K9.1%11474
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
Oth
$5K1.1%1121

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
INNOVATIVE BENEFIT PLANNING, LLCMOORESTOWN, NJVISION BENEFITS OF AMERICA, PRUDENTIAL INSURANCE COMPANY OF AMERICA$14K$0$14K79.1%1
TERRIANN PROCIDAMOORESTOWN, NJHORIZON HEALTHCARE SERVICES, INC.$3K$0$3K19.3%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$197$1971.1%1
MERCER HEALTH AND BENEFITS, LLCMINNEAPOLIS, MNPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$83$0$830.5%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica