Delta Dental Of California Cash Balance Retirement Plan — Form 5500 plan (Delta Dental Of California)

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 California Cash Balance Retirement Plan is a benefit plan reported by Delta Dental Of California under EIN 94-1461312 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,586 participants and $83,946,031 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delta Dental Of California
EIN
94-1461312
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
1,586
End-of-year plan assets
$83,946,031

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,586H, C20241012094632NAL0023358657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$83,946,031
Total liabilities (EOY)
$0
Net assets (EOY)
$83,946,031
Net assets (BOY)
$84,423,379

Income & contributions

Total contributions
$0
Total income / additions
$5,517,898

Expenses & distributions

Benefits paid
$5,700,263
Administrative expenses
$294,983
Total expenses
$5,995,246
Net increase / (decrease)
-$477,348

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Russell Investments Trust CompanyNONE$294,983not reported in the loaded dataset2023

Related Form 5500 pages