2023 Form 5500 filing — Ohio Dental Association Wellness Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725110832NAL0031068418001) for Ohio Dental Association Wellness Trust, reported by Ohio Dental Association Services Corporation under EIN 47-6503449 and plan number 501. It reports 1,597 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725110832NAL0031068418001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ohio Dental Association Services Corporation
- EIN
- 47-6503449
- Plan number
- 501
- Location
- Columbus, OH
- Participants
- 1,597
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,407,032
- Total liabilities (EOY)
- $3,074,601
- Net assets (EOY)
- $6,332,431
- Employer contributions
- $18,956,354
- Total income / additions
- $19,282,546
- Benefits paid
- $15,127,009
- Administrative expenses
- $3,084,904
- Total expenses
- $18,211,913
- Net increase / (decrease)
- $1,070,633
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Medical Mutual Services | TPA & REINSURER | $1,788,660 | $0 |
| Ohio Dental Assoc. Insurance Agency | MGA | $1,569,503 | $0 |
| Lewis & Ellis | ACTUARY | $171,750 | $0 |
| Ohio Dental Assoc. Services Corp. | PLAN SPONSOR | $169,785 | $0 |
| Mrj Accounting | ACCOUNTANT | $48,000 | $0 |
| Bennett Thrasher Llp | CPA AUDIT FIRM | $35,122 | $0 |