Ohio Dental Association Wellness Trust — Form 5500 plan (Ohio Dental Association Services Corporation)
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, Ohio Dental Association Wellness Trust is a benefit plan reported by Ohio Dental Association Services Corporation under EIN 47-6503449 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,597 participants and $9,407,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohio Dental Association Services Corporation
- EIN
- 47-6503449
- Plan number
- 501
- Plan type
- 3
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 1,597
- End-of-year plan assets
- $9,407,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,597 | H, C | 20240725110832NAL0031068418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,407,032
- Total liabilities (EOY)
- $3,074,601
- Net assets (EOY)
- $6,332,431
- Net assets (BOY)
- $4,970,415
Income & contributions
- Employer contributions
- $18,956,354
- Total contributions
- $18,956,354
- Total income / additions
- $19,282,546
Expenses & distributions
- Benefits paid
- $15,127,009
- Administrative expenses
- $3,084,904
- Total expenses
- $18,211,913
- Net increase / (decrease)
- $1,070,633
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Medical Mutual Services | TPA & REINSURER | $1,788,660 | $0 | 2023 |
| Ohio Dental Assoc. Insurance Agency | MGA | $1,569,503 | $0 | 2023 |
| Lewis & Ellis | ACTUARY | $171,750 | $0 | 2023 |
| Ohio Dental Assoc. Services Corp. | PLAN SPONSOR | $169,785 | $0 | 2023 |
| Mrj Accounting | ACCOUNTANT | $48,000 | $0 | 2023 |
| Bennett Thrasher Llp | CPA AUDIT FIRM | $35,122 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohio Dental Association Services Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Medical Mutual Services — Schedule C compensation
- Ohio Dental Assoc. Insurance Agency — Schedule C compensation
- Lewis & Ellis — Schedule C compensation
- Ohio Dental Assoc. Services Corp. — Schedule C compensation
- Mrj Accounting — Schedule C compensation
- Bennett Thrasher Llp — Schedule C compensation