Plan5500

Delta Dental Of California 401(K) 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 401(K) Plan is a benefit plan reported by Delta Dental Of California under EIN 94-1461312 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,551 participants and $626,258,102 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$626.3MPlan net assets, end of year$626,258,102
Participants4.6KCovered participants reported4,551
Assets / participant$137.6KComputed: assets ÷ participants$137,609 (computed)
Provider compensation$297K2 Schedule C provider row(s)$296,978
Plan sponsor
Delta Dental Of California
EIN
94-1461312
Plan number
002
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    4,551 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$626.3M total assets
Net assets$626.3MLiabilities—
Money in vs. money out
Total income / additions$162.9M
Total expenses$33.4M
Benefits paid / distributions$33.2M
Contributions
Employer$36.6M
Participant$34.9M
Full reported line items

Net assets

Total assets (EOY)
$626,258,102
Net assets (EOY)
$626,258,102
Net assets (BOY)
$496,835,532

Income & contributions

Employer contributions
$36,609,084
Participant contributions
$34,871,877
Total contributions
$76,787,230
Total income / additions
$162,866,668

Expenses & distributions

Benefits paid
$33,155,111
Administrative expenses
$280,765
Total expenses
$33,444,098
Net increase / (decrease)
$129,422,570
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 51%Participant 49%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Schwab Retirement Plan Services Inc$270K
    NONE · Direct $270K
  2. 2
    Nfp Retirement Inc$27K
    NONE · Direct $27K

Related Form 5500 pages