Massachusetts State Health Care Professionals' Dental Fund — Form 5500 plan (Board Of Trustees Ma State Health Care Professionals' Dental Fund)
Plain-English plan 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, Massachusetts State Health Care Professionals' Dental Fund is a benefit plan reported by Board Of Trustees Ma State Health Care Professionals' Dental Fund under EIN 04-2946668 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,968 participants and $20,167,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ma State Health Care Professionals' Dental Fund
- EIN
- 04-2946668
- Plan number
- 501
- Plan type
- 1
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 3,968
- End-of-year plan assets
- $20,167,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,968 | H, C | 20241114144356NAL0011311187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,167,262
- Total liabilities (EOY)
- $244,555
- Net assets (EOY)
- $19,922,707
- Net assets (BOY)
- $18,565,110
Income & contributions
- Employer contributions
- $2,726,422
- Participant contributions
- $1,391,963
- Total contributions
- $4,300,385
- Total income / additions
- $6,216,266
Expenses & distributions
- Benefits paid
- $4,166,562
- Administrative expenses
- $692,107
- Total expenses
- $4,858,669
- Net increase / (decrease)
- $1,357,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amalgamated Employee Benefits Admin | NONE | $247,956 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $199,179 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $55,333 | not reported in the loaded dataset | 2023 |
| Natixis Investment Managers | NONE | $42,733 | not reported in the loaded dataset | 2023 |
| Tortoise Investment Management, LLC | NONE | $40,454 | not reported in the loaded dataset | 2023 |
| Anchor Capital Advisors, Inc | NONE | $27,980 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $13,150 | not reported in the loaded dataset | 2023 |
| Segal Roitman, Llp | NONE | $9,253 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ma State Health Care Professionals' Dental Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Amalgamated Employee Benefits Admin — Schedule C compensation
- Delta Dental — Schedule C compensation
- The Segal Company — Schedule C compensation
- Natixis Investment Managers — Schedule C compensation
- Tortoise Investment Management, LLC — Schedule C compensation
- Anchor Capital Advisors, Inc — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Segal Roitman, Llp — Schedule C compensation