2023 Form 5500 filing — Delta Dental Of California Cash Balance 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 20241012094632NAL0023358657001) for Delta Dental Of California Cash Balance Retirement Plan, reported by Delta Dental Of California under EIN 94-1461312 and plan number 001. It reports 1,586 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012094632NAL0023358657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delta Dental Of California
- EIN
- 94-1461312
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 1,586
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,946,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,946,031
- Total income / additions
- $5,517,898
- Benefits paid
- $5,700,263
- Administrative expenses
- $294,983
- Total expenses
- $5,995,246
- Net increase / (decrease)
- -$477,348
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments Trust Company | NONE | $294,983 | not reported in the loaded dataset |