2023 Form 5500 filing — Delta Dental Of Colorado 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 20241014144232NAL0015127315001) for Delta Dental Of Colorado Savings And Retirement Plan, reported by Delta Dental Of Colorado under EIN 83-4416613 and plan number 002. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144232NAL0015127315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delta Dental Of Colorado
- EIN
- 83-4416613
- Plan number
- 002
- Location
- Centennial, CO
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,707,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,707,654
- Employer contributions
- $1,497,705
- Participant contributions
- $1,770,442
- Total income / additions
- $7,760,438
- Benefits paid
- $3,167,161
- Administrative expenses
- $72,793
- Total expenses
- $3,239,954
- Net increase / (decrease)
- $4,520,484
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ima Wealth Inc | INVESTMENT ADVISORY | $39,981 | $19 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,812 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |