Back to filter
Original filing (PDF)20260213084935NAL0001360928001
UNDERBITE MANAGEMENT
Form 5500
FILING_RECEIVED
GROUP LIFE AND AD7D
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
117
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNDERBITE MANAGEMENT.
Plan sponsor
Name
UNDERBITE MANAGEMENT
EIN
83-1170298
Address
230 WEST 41ST STREET · NEW YORK, NY · 10036
Phone
(347) 437-0179
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-11-01
Tax period
2025-10-31
Filed
2026-02-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Offices of Physicians plans
DESERT WEST OBSTETRICS & GYNECOLOGY, LTD.
DESERT WEST OBSTETRICS & GYNECOLOGY, LTD. 401(K) PLAN
$0
ADVANCED HAND AND WRIST SPECIALIST, P.C.
ADVANCED HAND AND WRIST SPECIALIST DEFINED BENEFIT PLAN
$0
WESTSIDE INTERNAL MEDICINE, P.C.
WESTSIDE INTERNAL MEDICINE, P.C. CASH BALANCE PLAN
$0
ARIZONA CENTER FOR HAND SURGERY, P.C.
ARIZONA CENTER FOR HAND SURGERY, P.C. 401(K) PROFIT SHARING PLAN
$0
P RONEN MD PA
P RONEN MD PA 401(K) PROFIT SHARING PLAN & TRUST
$0
CHESTNUT MEDICINE OF WI, LTD.
CHESTNUT MEDICINE OF WI RETIREMENT PLAN
$0
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B