Plan5500

Ada Employees' Retirement Plan — Form 5500 plan (American Dental Association)

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, Ada Employees' Retirement Plan is a benefit plan reported by American Dental Association under EIN 36-0724690 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,005 participants and $180,661,566 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Dental Association
EIN
36-0724690
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
1,005
End-of-year plan assets
$180,661,566

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,005H, C20241008162348NAL0008574083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$180,661,566
Total liabilities (EOY)
$31,188
Net assets (EOY)
$180,630,378
Net assets (BOY)
$167,839,229

Income & contributions

Employer contributions
$4,222,223
Total contributions
$4,222,223
Total income / additions
$25,941,315

Expenses & distributions

Benefits paid
$12,211,513
Administrative expenses
$938,653
Total expenses
$13,150,166
Net increase / (decrease)
$12,791,149

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliance Pension Consultants, LLCNONE$154,859not reported in the loaded dataset2023
Captrust Financial AdvisorsNONE$69,851not reported in the loaded dataset2023

Related Form 5500 pages