Delta Dental Of Missouri 401(K) Plan — Form 5500 plan (Delta Dental Of Missouri)

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 Missouri 401(K) Plan is a benefit plan reported by Delta Dental Of Missouri under EIN 43-0908349 and plan number 002. The latest loaded filing year is 2023. The filing reports 316 participants and $36,667,780 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delta Dental Of Missouri
EIN
43-0908349
Plan number
002
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
316
End-of-year plan assets
$36,667,780

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023316H, C20241015111655NAL0055734578001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,667,780
Total liabilities (EOY)
$92,554
Net assets (EOY)
$36,575,226
Net assets (BOY)
$33,625,105

Income & contributions

Employer contributions
$662,723
Participant contributions
$2,384,765
Total contributions
$3,606,060
Total income / additions
$8,907,202

Expenses & distributions

Benefits paid
$5,851,923
Administrative expenses
$38,450
Total expenses
$5,957,081
Net increase / (decrease)
$2,950,121

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$27,546not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$11,6182023
Moneta Group LLCNONE$10,904not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages