2023 Form 5500 filing — Massachusetts State Health Care Professionals' Dental Fund
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 20241114144356NAL0011311187001) for Massachusetts State Health Care Professionals' Dental Fund, reported by Board Of Trustees Ma State Health Care Professionals' Dental Fund under EIN 04-2946668 and plan number 501. It reports 3,968 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114144356NAL0011311187001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ma State Health Care Professionals' Dental Fund
- EIN
- 04-2946668
- Plan number
- 501
- Location
- White Plains, NY
- Participants
- 3,968
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,167,262
- Total liabilities (EOY)
- $244,555
- Net assets (EOY)
- $19,922,707
- Employer contributions
- $2,726,422
- Participant contributions
- $1,391,963
- Total income / additions
- $6,216,266
- Benefits paid
- $4,166,562
- Administrative expenses
- $692,107
- Total expenses
- $4,858,669
- Net increase / (decrease)
- $1,357,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amalgamated Employee Benefits Admin | NONE | $247,956 | not reported in the loaded dataset |
| Delta Dental | NONE | $199,179 | not reported in the loaded dataset |
| The Segal Company | NONE | $55,333 | not reported in the loaded dataset |
| Natixis Investment Managers | NONE | $42,733 | not reported in the loaded dataset |
| Tortoise Investment Management, LLC | NONE | $40,454 | not reported in the loaded dataset |
| Anchor Capital Advisors, Inc | NONE | $27,980 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $13,150 | not reported in the loaded dataset |
| Segal Roitman, Llp | NONE | $9,253 | not reported in the loaded dataset |