Mortenson Family Dental Holdings, Inc. DBA Mortenson Dental Partners
Overview
Mortenson Family Dental Holdings, Inc. DBA Mortenson Dental Partners sponsors a self-funded health plan that covered 1,807 participants in plan year 2025, up 7% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, vision, short-term disability, long-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,807 · prior year 1,683
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Mortenson Family Dental Holdings, Inc. DBA Mortenson Dental Partners Health and Welfare Benefit Plan, plan 503 (1,807 participants)
- Broker compensation
- $198K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Life Insurance Company of North America | Life, Long-term disability, AD&D, VOL AD&D, Short-term disability | 1,807 | $1.0M | $140K |
| Continental American Insurance Company | Critical Illness | 507 | $203K | $43K |
| Eyemed Vision Care on Behalf of the Fidelity Security Life Ins. Co. | Vision | 993 | $119K | $16K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,807 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Mortenson Family Dental Holdings, Inc. DBA Mortenson Dental Partners
- Sponsor EIN
- 45-1839908
- Plan number
- 503
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 45-1839908 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Mortenson Dental Partners 401(k) Plan
- Type
- 401(k) plan
- Participants
- 2,617
About this data
Source: Mortenson Family Dental Holdings, Inc. DBA Mortenson Dental Partners's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Mortenson Family Dental Holdings, Inc. DBA Mortenson Dental Partners.