2023 Form 5500 filing — American Dental Association Employees Savings And Retirement Plan
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 20241002082354NAL0003893027001) for American Dental Association Employees Savings And Retirement Plan, reported by American Dental Association under EIN 36-0724690 and plan number 002. It reports 633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$122.2MReported net assets$122,164,484
Participants633
Provider compensation$139K2 Schedule C row(s)$138,980
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002082354NAL0003893027001
- Plan sponsor
- American Dental Association
- EIN
- 36-0724690
- Plan number
- 002
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$122.2M total assets
Net assets$122.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $122,164,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,164,484
- Employer contributions
- $1,907,903
- Participant contributions
- $4,994,606
- Total income / additions
- $24,435,176
- Benefits paid
- $7,085,162
- Administrative expenses
- $157,947
- Total expenses
- $7,243,109
- Net increase / (decrease)
- $17,192,067
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $105,782 | $0 |
| Capfinancial Partners LLC | NONE | $33,198 | not reported in the loaded dataset |