Delta Dental Of Washington Savings Plan — Form 5500 plan (Delta Dental Of Washington)

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, Delta Dental Of Washington Savings Plan is a benefit plan reported by Delta Dental Of Washington under EIN 91-0621480 and plan number 002. The latest loaded filing year is 2023. The filing reports 622 participants and $85,486,882 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$85.5MPlan net assets, end of year$85,486,882
Participants622Covered participants reported
Assets / participant$137.4KComputed: assets ÷ participants$137,439 (computed)
Provider compensation$31.1K3 Schedule C provider row(s)$31,085
Plan sponsor
Delta Dental Of Washington
EIN
91-0621480
Plan number
002
Plan type
2
Location
Seattle, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023622H, C20240905112743NAL0011773267001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$85.5M total assets
Net assets$85.5MLiabilities$0
Money in vs. money out
Total income / additions$22.1M
Total expenses$4.8M
Benefits paid / distributions$4.7M
Contributions
Employer$2.9M
Participant$4.3M
Full reported line items

Net assets

Total assets (EOY)
$85,486,882
Total liabilities (EOY)
$0
Net assets (EOY)
$85,486,882
Net assets (BOY)
$68,149,582

Income & contributions

Employer contributions
$2,932,697
Participant contributions
$4,329,547
Total contributions
$8,162,632
Total income / additions
$22,149,652

Expenses & distributions

Benefits paid
$4,677,851
Administrative expenses
$119,461
Total expenses
$4,812,352
Net increase / (decrease)
$17,337,300
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$28,261not reported in the loaded dataset2023
R.V. Kuhns & Associates, Inc.INVESTMENT ADVISOR$10,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$7,176$02023

Related Form 5500 pages