American Dental Association Employees Savings And 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, American Dental Association Employees Savings And Retirement Plan is a benefit plan reported by American Dental Association under EIN 36-0724690 and plan number 002. The latest loaded filing year is 2023. The filing reports 633 participants and $122,164,484 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
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 633
- End-of-year plan assets
- $122,164,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 633 | H, C | 20241002082354NAL0003893027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $122,164,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,164,484
- Net assets (BOY)
- $104,972,417
Income & contributions
- Employer contributions
- $1,907,903
- Participant contributions
- $4,994,606
- Total contributions
- $7,525,582
- Total income / additions
- $24,435,176
Expenses & distributions
- Benefits paid
- $7,085,162
- Administrative expenses
- $157,947
- Total expenses
- $7,243,109
- Net increase / (decrease)
- $17,192,067
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $105,782 | $0 | 2023 |
| Capfinancial Partners LLC | NONE | $33,198 | not reported in the loaded dataset | 2023 |