Delta Dental Of Colorado Savings And Retirement Plan — Form 5500 plan (Delta Dental Of Colorado)
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 Colorado Savings And Retirement Plan is a benefit plan reported by Delta Dental Of Colorado under EIN 83-4416613 and plan number 002. The latest loaded filing year is 2023. The filing reports 301 participants and $27,707,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delta Dental Of Colorado
- EIN
- 83-4416613
- Plan number
- 002
- Plan type
- 2
- Location
- Centennial, CO
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $27,707,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20241014144232NAL0015127315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,707,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,707,654
- Net assets (BOY)
- $23,187,170
Income & contributions
- Employer contributions
- $1,497,705
- Participant contributions
- $1,770,442
- Total contributions
- $3,893,360
- Total income / additions
- $7,760,438
Expenses & distributions
- Benefits paid
- $3,167,161
- Administrative expenses
- $72,793
- Total expenses
- $3,239,954
- Net increase / (decrease)
- $4,520,484
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ima Wealth Inc | INVESTMENT ADVISORY | $39,981 | $19 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,812 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Delta Dental Of Colorado
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Centennial, CO
- Ima Wealth Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation