2023 Form 5500 filing — American Dental Association Employees Savings And Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002082354NAL0003893027001) for American Dental Association Employees Savings And Retirement Plan, reported by American Dental Association under EIN 36-0724690 and plan number 002. It reports 633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002082354NAL0003893027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Dental Association
- EIN
- 36-0724690
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $122,164,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,164,484
- Employer contributions
- $1,907,903
- Participant contributions
- $4,994,606
- Total income / additions
- $24,435,176
- Benefits paid
- $7,085,162
- Administrative expenses
- $157,947
- Total expenses
- $7,243,109
- Net increase / (decrease)
- $17,192,067
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $105,782 | $0 |
| Capfinancial Partners LLC | NONE | $33,198 | not reported in the loaded dataset |