401k Plan data: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN plan

DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN
Plan identification number	001

DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DELTA DENTAL OF WISCONSIN, INC. has sponsored the creation of one or more 401k plans.

Company Name: DELTA DENTAL OF WISCONSIN, INC.

Employer identification number (EIN): 396094742

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 SUSAN SHULFER
001 2017-01-01 SUSAN SHULFER
001 2016-01-01 SUSAN SHULFER
001 2015-01-01 SUSAN SHULFER
001 2014-01-01 SUSAN SHULFER
001 2013-01-01 SUSAN SHULFER
001 2012-01-01 SUSAN SHULFER
001 2011-01-01 SUSAN SHULFER
001 2009-01-01 PAMELA GARTMANN

Plan Statistics for DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2019: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 363
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 332
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 30
Total of all active and inactive participants 2018-01-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 363
Number of participants with account balances 2018-01-01 362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 279
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 309
Number of participants with account balances 2017-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 14
2016: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 261
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 36
Total of all active and inactive participants 2016-01-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 297
Number of participants with account balances 2016-01-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 17
2015: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 222
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 32
Total of all active and inactive participants 2015-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 254
Number of participants with account balances 2015-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 14
2014: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 202
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 20
Total of all active and inactive participants 2014-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 222
Number of participants with account balances 2014-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 191
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 204
Number of participants with account balances 2013-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 176
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 18
Total of all active and inactive participants 2012-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 194
Number of participants with account balances 2012-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 150
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 22
Total of all active and inactive participants 2011-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 172
Number of participants with account balances 2011-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 143
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 157
Number of participants with account balances 2009-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2019: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	363
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	332
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	30
Total of all active and inactive participants	2018-01-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	363
Number of participants with account balances	2018-01-01	362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	279
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	309
Number of participants with account balances	2017-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	14
2016: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	261
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	36
Total of all active and inactive participants	2016-01-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	297
Number of participants with account balances	2016-01-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	17
2015: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	222
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	32
Total of all active and inactive participants	2015-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	254
Number of participants with account balances	2015-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	14
2014: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	202
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	20
Total of all active and inactive participants	2014-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	222
Number of participants with account balances	2014-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	191
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	204
Number of participants with account balances	2013-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	176
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	18
Total of all active and inactive participants	2012-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	194
Number of participants with account balances	2012-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	150
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	22
Total of all active and inactive participants	2011-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	172
Number of participants with account balances	2011-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	143
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	157
Number of participants with account balances	2009-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2019 : DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-07-31	$0
Total transfer of assets from this plan	2019-07-31	$20,761,871
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-07-31	$0
Total income from all sources (including contributions)	2019-07-31	$3,733,879
Total loss/gain on sale of assets	2019-07-31	$0
Total of all expenses incurred	2019-07-31	$1,370,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-07-31	$1,349,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-07-31	$1,075,834
Value of total assets at end of year	2019-07-31	$0
Value of total assets at beginning of year	2019-07-31	$18,398,166
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-07-31	$20,312
Total interest from all sources	2019-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-07-31	$53,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-07-31	$53,173
Administrative expenses professional fees incurred	2019-07-31	$20,312
Was this plan covered by a fidelity bond	2019-07-31	Yes
Value of fidelity bond cover	2019-07-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-07-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-07-31	$0
Minimum employer required contribution for this plan year	2019-07-31	$1,075,834
Amount contributed by the employer to the plan for this plan year	2019-07-31	$1,075,834
Were there any nonexempt tranactions with any party-in-interest	2019-07-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-07-31	$3,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-07-31	No
Value of net income/loss	2019-07-31	$2,363,705
Value of net assets at end of year (total assets less liabilities)	2019-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-07-31	$18,398,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-07-31	No
Were any leases to which the plan was party in default or uncollectible	2019-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-07-31	$15,993,853
Value of interest in common/collective trusts at end of year	2019-07-31	$0
Value of interest in common/collective trusts at beginning of year	2019-07-31	$2,399,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-07-31	$2,553,218
Net investment gain or loss from common/collective trusts	2019-07-31	$51,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-07-31	No
Was there a failure to transmit to the plan any participant contributions	2019-07-31	No
Has the plan failed to provide any benefit when due under the plan	2019-07-31	No
Contributions received in cash from employer	2019-07-31	$1,075,834
Employer contributions (assets) at end of year	2019-07-31	$0
Employer contributions (assets) at beginning of year	2019-07-31	$1,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-07-31	$1,349,862
Did the plan have assets held for investment	2019-07-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-07-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-07-31	Disclaimer
Accountancy firm name	2019-07-31	STROHM BALLWEG, LLP
Accountancy firm EIN	2019-07-31	391969986
2018 : DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$45,983
Total income from all sources (including contributions)	2018-12-31	$57,594
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$366,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$337,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,526,862
Value of total assets at end of year	2018-12-31	$18,398,166
Value of total assets at beginning of year	2018-12-31	$18,752,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$29,265
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$288,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$288,810
Administrative expenses professional fees incurred	2018-12-31	$29,265
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$1,526,862
Amount contributed by the employer to the plan for this plan year	2018-12-31	$1,526,862
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$3,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$2,927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$45,983
Other income not declared elsewhere	2018-12-31	$1
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-308,758
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$18,398,166
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$18,706,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$15,993,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$16,242,084
Value of interest in common/collective trusts at end of year	2018-12-31	$2,399,333
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,461,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,768,428
Net investment gain or loss from common/collective trusts	2018-12-31	$10,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,526,862
Employer contributions (assets) at end of year	2018-12-31	$1,504
Employer contributions (assets) at beginning of year	2018-12-31	$45,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$337,087
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	STROHM BALLWEG, LLP
Accountancy firm EIN	2018-12-31	391969986
2017 : DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$45,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$39,909
Total income from all sources (including contributions)	2017-12-31	$4,066,573
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$903,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$863,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,273,559
Value of total assets at end of year	2017-12-31	$18,752,907
Value of total assets at beginning of year	2017-12-31	$15,583,990
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$40,623
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$248,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$248,047
Administrative expenses professional fees incurred	2017-12-31	$40,623
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$1,273,559
Amount contributed by the employer to the plan for this plan year	2017-12-31	$1,273,559
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$2,927
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$2,810
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$45,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$39,909
Total non interest bearing cash at end of year	2017-12-31	$221
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,162,843
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$18,706,924
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,544,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$16,242,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,256,063
Value of interest in common/collective trusts at end of year	2017-12-31	$2,461,692
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,287,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,500,503
Net investment gain or loss from common/collective trusts	2017-12-31	$44,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,273,559
Employer contributions (assets) at end of year	2017-12-31	$45,983
Employer contributions (assets) at beginning of year	2017-12-31	$37,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$863,107
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	STROHM BALLWEG, LLP
Accountancy firm EIN	2017-12-31	391969986
2016 : DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$39,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$36,099
Total income from all sources (including contributions)	2016-12-31	$2,112,532
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,009,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$972,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,118,944
Value of total assets at end of year	2016-12-31	$15,583,990
Value of total assets at beginning of year	2016-12-31	$14,477,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$36,827
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$203,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$203,920
Administrative expenses professional fees incurred	2016-12-31	$36,827
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$1,118,944
Amount contributed by the employer to the plan for this plan year	2016-12-31	$1,118,944
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$2,810
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$2,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$39,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$36,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,102,706
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,544,081
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,441,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,256,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$12,529,476
Value of interest in common/collective trusts at end of year	2016-12-31	$2,287,120
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,909,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$748,337
Net investment gain or loss from common/collective trusts	2016-12-31	$41,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,118,944
Employer contributions (assets) at end of year	2016-12-31	$37,997
Employer contributions (assets) at beginning of year	2016-12-31	$36,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$972,999
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2016-12-31	450250958
2015 : DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$36,099
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,041,423
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$899,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$863,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,075,594
Value of total assets at end of year	2015-12-31	$14,477,474
Value of total assets at beginning of year	2015-12-31	$14,299,408
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$35,788
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$191,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$191,560
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$1,075,594
Amount contributed by the employer to the plan for this plan year	2015-12-31	$1,075,594
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$1,445
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$2,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$2,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$36,099
Other income not declared elsewhere	2015-12-31	$1,445
Administrative expenses (other) incurred	2015-12-31	$35,788
Total non interest bearing cash at beginning of year	2015-12-31	$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$141,967
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,441,375
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$14,299,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$12,529,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,491,377
Value of interest in common/collective trusts at end of year	2015-12-31	$1,909,531
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,805,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-259,049
Net investment gain or loss from common/collective trusts	2015-12-31	$31,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,075,594
Employer contributions (assets) at end of year	2015-12-31	$36,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$863,668
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2015-12-31	450250958
2014 : DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,779,098
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$403,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$365,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$957,683
Value of total assets at end of year	2014-12-31	$14,299,408
Value of total assets at beginning of year	2014-12-31	$12,923,707
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$37,803
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$168,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$168,958
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$957,683
Amount contributed by the employer to the plan for this plan year	2014-12-31	$957,683
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2014-12-31	$1,445
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$2,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$2,155
Other income not declared elsewhere	2014-12-31	$-4
Administrative expenses (other) incurred	2014-12-31	$37,803
Total non interest bearing cash at end of year	2014-12-31	$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,375,701
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$14,299,408
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,923,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,491,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,264,664
Value of interest in common/collective trusts at end of year	2014-12-31	$1,805,839
Value of interest in common/collective trusts at beginning of year	2014-12-31	$5,656,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$603,927
Net investment gain or loss from common/collective trusts	2014-12-31	$48,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$957,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$365,594
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2014-12-31	450250958
2013 : DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$2,921
Total income from all sources (including contributions)	2013-12-31	$3,305,858
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$661,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$625,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$845,935
Value of total assets at end of year	2013-12-31	$12,923,707
Value of total assets at beginning of year	2013-12-31	$10,281,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$36,071
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$67,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$67,318
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$845,935
Amount contributed by the employer to the plan for this plan year	2013-12-31	$845,935
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$2,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$2,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$2,921
Administrative expenses (other) incurred	2013-12-31	$36,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,644,780
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,923,707
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,278,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,264,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,036,008
Value of interest in common/collective trusts at end of year	2013-12-31	$5,656,888
Value of interest in common/collective trusts at beginning of year	2013-12-31	$5,242,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,803,028
Net investment gain or loss from common/collective trusts	2013-12-31	$589,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$845,935
Employer contributions (assets) at beginning of year	2013-12-31	$135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$625,007
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2013-12-31	450250958
2012 : DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$2,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,103,785
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,203,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,187,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$804,733
Value of total assets at end of year	2012-12-31	$10,281,848
Value of total assets at beginning of year	2012-12-31	$9,378,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$16,044
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$57,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$57,892
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$804,733
Amount contributed by the employer to the plan for this plan year	2012-12-31	$804,733
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$2,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$2,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$2,921
Administrative expenses (other) incurred	2012-12-31	$16,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$900,612
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,278,927
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,378,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,036,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,737,726
Value of interest in common/collective trusts at end of year	2012-12-31	$5,242,784
Value of interest in common/collective trusts at beginning of year	2012-12-31	$4,637,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$787,661
Net investment gain or loss from common/collective trusts	2012-12-31	$453,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$804,733
Employer contributions (assets) at end of year	2012-12-31	$135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,187,129
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2012-12-31	450250958
2011 : DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$532,229
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$284,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$284,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$726,896
Value of total assets at end of year	2011-12-31	$9,378,315
Value of total assets at beginning of year	2011-12-31	$9,130,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$33,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$33,479
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$726,896
Amount contributed by the employer to the plan for this plan year	2011-12-31	$726,896
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$2,842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$2,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$247,829
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,378,315
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,130,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,737,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,879,296
Value of interest in common/collective trusts at end of year	2011-12-31	$4,637,747
Value of interest in common/collective trusts at beginning of year	2011-12-31	$4,248,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-223,734
Net investment gain or loss from common/collective trusts	2011-12-31	$-4,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$726,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$284,400
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2011-12-31	450250958
2010 : DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,868,249
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$139,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$139,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$700,181
Value of total assets at end of year	2010-12-31	$9,130,486
Value of total assets at beginning of year	2010-12-31	$7,402,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$31,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$31,530
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$700,181
Amount contributed by the employer to the plan for this plan year	2010-12-31	$700,181
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$2,884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$2,515
Other income not declared elsewhere	2010-12-31	$708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,728,409
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,130,486
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,402,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,879,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,845,962
Value of interest in common/collective trusts at end of year	2010-12-31	$4,248,306
Value of interest in common/collective trusts at beginning of year	2010-12-31	$3,544,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$742,346
Net investment gain or loss from common/collective trusts	2010-12-31	$393,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$700,181
Employer contributions (assets) at beginning of year	2010-12-31	$9,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$139,840
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2010-12-31	450250958
2009 : DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$687,776
Amount contributed by the employer to the plan for this plan year	2009-12-31	$687,776

Form 5500 Responses for DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN

2019: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DELTA DENTAL OF WISCONSIN, INC. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DELTA DENTAL OF WISCONSIN, INC.
Employer identification number (EIN):	396094742
NAIC Classification:	524290

Plan id#	Filing Submission Date	Name of Administrator
001	2019-01-01
001	2018-01-01	SUSAN SHULFER
001	2017-01-01	SUSAN SHULFER
001	2016-01-01	SUSAN SHULFER
001	2015-01-01	SUSAN SHULFER
001	2014-01-01	SUSAN SHULFER
001	2013-01-01	SUSAN SHULFER
001	2012-01-01	SUSAN SHULFER
001	2011-01-01	SUSAN SHULFER
001	2009-01-01	PAMELA GARTMANN