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WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 401k Plan overview

Plan NameWESTERN DENTAL SERVICES, INC. 401(K) PLAN A
Plan identification number 001

WESTERN DENTAL SERVICES, INC. 401(K) PLAN A Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WESTERN DENTAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WESTERN DENTAL SERVICES, INC.
Employer identification number (EIN):330065869
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN DENTAL SERVICES, INC. 401(K) PLAN A

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KEVIN SIMES
0012016-01-01SHARON CLARK
0012015-01-01
0012014-01-01DEBBIE GOLANKA
0012013-01-01BRADLEY ROGERS
0012012-01-01DAVID JOE
0012011-01-01DAVID JOE
0012010-01-01DAVID JOE
0012009-01-01DAVID JOE

Plan Statistics for WESTERN DENTAL SERVICES, INC. 401(K) PLAN A

401k plan membership statisitcs for WESTERN DENTAL SERVICES, INC. 401(K) PLAN A

Measure Date Value
2023: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2023 401k membership
Total participants, beginning-of-year2023-01-018,118
Total number of active participants reported on line 7a of the Form 55002023-01-017,222
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01904
Total of all active and inactive participants2023-01-018,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-018,132
Number of participants with account balances2023-01-017,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2022 401k membership
Total participants, beginning-of-year2022-01-015,950
Total number of active participants reported on line 7a of the Form 55002022-01-017,273
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01835
Total of all active and inactive participants2022-01-018,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-018,118
Number of participants with account balances2022-01-016,912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2021 401k membership
Total participants, beginning-of-year2021-01-015,141
Total number of active participants reported on line 7a of the Form 55002021-01-015,283
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01660
Total of all active and inactive participants2021-01-015,943
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-015,950
Number of participants with account balances2021-01-015,258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2020 401k membership
Total participants, beginning-of-year2020-01-015,975
Total number of active participants reported on line 7a of the Form 55002020-01-014,411
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01726
Total of all active and inactive participants2020-01-015,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-015,141
Number of participants with account balances2020-01-014,882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2019 401k membership
Total participants, beginning-of-year2019-01-015,041
Total number of active participants reported on line 7a of the Form 55002019-01-015,170
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01687
Total of all active and inactive participants2019-01-015,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-015,860
Number of participants with account balances2019-01-015,583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2018 401k membership
Total participants, beginning-of-year2018-01-014,952
Total number of active participants reported on line 7a of the Form 55002018-01-014,458
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01450
Total of all active and inactive participants2018-01-014,909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,909
Number of participants with account balances2018-01-014,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2017 401k membership
Total participants, beginning-of-year2017-01-012,297
Total number of active participants reported on line 7a of the Form 55002017-01-014,373
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01480
Total of all active and inactive participants2017-01-014,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014,855
Number of participants with account balances2017-01-013,835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2016 401k membership
Total participants, beginning-of-year2016-01-012,424
Total number of active participants reported on line 7a of the Form 55002016-01-011,746
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01455
Total of all active and inactive participants2016-01-012,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,202
Number of participants with account balances2016-01-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2015 401k membership
Total participants, beginning-of-year2015-01-011,730
Total number of active participants reported on line 7a of the Form 55002015-01-012,242
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01119
Total of all active and inactive participants2015-01-012,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,361
Number of participants with account balances2015-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2014 401k membership
Total participants, beginning-of-year2014-01-011,530
Total number of active participants reported on line 7a of the Form 55002014-01-011,451
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-011,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,558
Number of participants with account balances2014-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2013 401k membership
Total participants, beginning-of-year2013-01-011,558
Total number of active participants reported on line 7a of the Form 55002013-01-011,392
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01104
Total of all active and inactive participants2013-01-011,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,496
Number of participants with account balances2013-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2012 401k membership
Total participants, beginning-of-year2012-01-011,529
Total number of active participants reported on line 7a of the Form 55002012-01-011,428
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0194
Total of all active and inactive participants2012-01-011,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,522
Number of participants with account balances2012-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2011 401k membership
Total participants, beginning-of-year2011-01-011,515
Total number of active participants reported on line 7a of the Form 55002011-01-011,395
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0187
Total of all active and inactive participants2011-01-011,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,482
Number of participants with account balances2011-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2010 401k membership
Total participants, beginning-of-year2010-01-011,361
Total number of active participants reported on line 7a of the Form 55002010-01-011,035
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0183
Total of all active and inactive participants2010-01-011,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,118
Number of participants with account balances2010-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2009 401k membership
Total participants, beginning-of-year2009-01-011,616
Total number of active participants reported on line 7a of the Form 55002009-01-011,156
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01105
Total of all active and inactive participants2009-01-011,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,261
Number of participants with account balances2009-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WESTERN DENTAL SERVICES, INC. 401(K) PLAN A

Measure Date Value
2023 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$43,263,518
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$14,416,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,341,991
Expenses. Certain deemed distributions of participant loans2023-12-31$-10,501
Value of total corrective distributions2023-12-31$133,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$25,998,942
Value of total assets at end of year2023-12-31$141,926,993
Value of total assets at beginning of year2023-12-31$113,080,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$951,966
Total interest from all sources2023-12-31$116,941
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,717,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$4,717,634
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$24,312,426
Participant contributions at end of year2023-12-31$1,979,044
Participant contributions at beginning of year2023-12-31$1,583,422
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,686,516
Other income not declared elsewhere2023-12-31$555,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$28,846,975
Value of net assets at end of year (total assets less liabilities)2023-12-31$141,926,993
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$113,080,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$114,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$133,298,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$104,851,489
Value of interest in pooled separate accounts at end of year2023-12-31$6,649,643
Value of interest in pooled separate accounts at beginning of year2023-12-31$6,645,107
Interest on participant loans2023-12-31$116,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$11,723,934
Net investment gain/loss from pooled separate accounts2023-12-31$150,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,341,991
Contract administrator fees2023-12-31$22,350
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2023-12-31300840934
2022 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$14,086,617
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,505,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,771,704
Expenses. Certain deemed distributions of participant loans2022-12-31$-1,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$37,007,821
Value of total assets at end of year2022-12-31$113,080,018
Value of total assets at beginning of year2022-12-31$107,498,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$735,481
Total interest from all sources2022-12-31$72,741
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,733,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,733,280
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$19,187,041
Participant contributions at end of year2022-12-31$1,583,422
Participant contributions at beginning of year2022-12-31$1,520,304
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,817,764
Other income not declared elsewhere2022-12-31$683,215
Administrative expenses (other) incurred2022-12-31$635,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$5,581,225
Value of net assets at end of year (total assets less liabilities)2022-12-31$113,080,018
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$107,498,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$100,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$104,851,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$101,529,203
Value of interest in pooled separate accounts at end of year2022-12-31$6,645,107
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,449,286
Interest on participant loans2022-12-31$72,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-27,488,641
Net investment gain/loss from pooled separate accounts2022-12-31$78,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,771,704
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2022-12-31300840934
2021 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$77,002
Total income from all sources (including contributions)2021-12-31$25,887,497
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,536,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,966,972
Expenses. Certain deemed distributions of participant loans2021-12-31$68,994
Value of total corrective distributions2021-12-31$2,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,173,025
Value of total assets at end of year2021-12-31$107,498,793
Value of total assets at beginning of year2021-12-31$91,224,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$498,336
Total interest from all sources2021-12-31$70,338
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,562,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,562,649
Administrative expenses professional fees incurred2021-12-31$1,072
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$15,636,771
Participant contributions at end of year2021-12-31$1,520,304
Participant contributions at beginning of year2021-12-31$1,122,912
Participant contributions at beginning of year2021-12-31$354,767
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$525,651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$77,002
Other income not declared elsewhere2021-12-31$141,970
Administrative expenses (other) incurred2021-12-31$77,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$16,351,057
Value of net assets at end of year (total assets less liabilities)2021-12-31$107,498,793
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$91,147,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$420,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$101,529,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$85,130,550
Value of interest in pooled separate accounts at end of year2021-12-31$4,449,286
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,414,285
Interest on participant loans2021-12-31$70,327
Interest earned on other investments2021-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$202,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,874,013
Net investment gain/loss from pooled separate accounts2021-12-31$65,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$10,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,966,972
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2021-12-31300840934
2020 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$77,002
Total income from all sources (including contributions)2020-12-31$28,880,119
Total of all expenses incurred2020-12-31$8,710,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,208,360
Expenses. Certain deemed distributions of participant loans2020-12-31$51,160
Value of total corrective distributions2020-12-31$198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,295,388
Value of total assets at end of year2020-12-31$91,224,738
Value of total assets at beginning of year2020-12-31$70,977,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$450,646
Total interest from all sources2020-12-31$51,358
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,033,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,033,305
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,729,412
Participant contributions at end of year2020-12-31$1,122,912
Participant contributions at beginning of year2020-12-31$963,134
Participant contributions at end of year2020-12-31$354,767
Participant contributions at beginning of year2020-12-31$6,862
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$565,976
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$77,002
Administrative expenses (other) incurred2020-12-31$339,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,169,755
Value of net assets at end of year (total assets less liabilities)2020-12-31$91,147,736
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$70,977,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$110,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$85,130,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$66,246,414
Value of interest in pooled separate accounts at end of year2020-12-31$4,414,285
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,653,932
Interest on participant loans2020-12-31$51,208
Interest earned on other investments2020-12-31$150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$202,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$106,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,413,270
Net investment gain/loss from pooled separate accounts2020-12-31$86,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,208,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2020-12-31300840934
2019 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2019 401k financial data
Total transfer of assets to this plan2019-12-31$41,371
Total income from all sources (including contributions)2019-12-31$29,390,786
Total of all expenses incurred2019-12-31$5,045,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,546,935
Expenses. Certain deemed distributions of participant loans2019-12-31$2,710
Value of total corrective distributions2019-12-31$175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,988,338
Value of total assets at end of year2019-12-31$70,977,981
Value of total assets at beginning of year2019-12-31$46,591,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$495,868
Total interest from all sources2019-12-31$43,198
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,224,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,224,541
Administrative expenses professional fees incurred2019-12-31$88,984
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$13,464,888
Participant contributions at end of year2019-12-31$963,134
Participant contributions at beginning of year2019-12-31$590,360
Participant contributions at end of year2019-12-31$6,862
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,520,251
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,091
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$606
Administrative expenses (other) incurred2019-12-31$326,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$24,345,098
Value of net assets at end of year (total assets less liabilities)2019-12-31$70,977,981
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,591,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$80,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$66,246,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,976,915
Value of interest in pooled separate accounts at end of year2019-12-31$3,653,932
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,884,001
Interest on participant loans2019-12-31$43,066
Interest earned on other investments2019-12-31$132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$106,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$139,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,064,375
Net investment gain/loss from pooled separate accounts2019-12-31$70,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,546,935
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2019-12-31300840934
2018 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$7,200,814
Total of all expenses incurred2018-12-31$4,091,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,704,183
Expenses. Certain deemed distributions of participant loans2018-12-31$21,318
Value of total corrective distributions2018-12-31$2,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,901,775
Value of total assets at end of year2018-12-31$46,591,512
Value of total assets at beginning of year2018-12-31$43,481,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$362,946
Total interest from all sources2018-12-31$30,252
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$930,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$930,531
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$10,360,979
Participant contributions at end of year2018-12-31$590,360
Participant contributions at beginning of year2018-12-31$282,520
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$530,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$606
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$651
Administrative expenses (other) incurred2018-12-31$286,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,109,595
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,591,512
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,481,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$76,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$42,976,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$41,028,544
Value of interest in pooled separate accounts at end of year2018-12-31$2,884,001
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,800
Interest on participant loans2018-12-31$22,641
Interest earned on other investments2018-12-31$7,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$139,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,166,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,700,608
Net investment gain/loss from pooled separate accounts2018-12-31$38,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,704,183
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SRG, LLP
Accountancy firm EIN2018-12-31954476507
2017 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2017 401k financial data
Total transfer of assets to this plan2017-12-31$7,201,282
Total income from all sources (including contributions)2017-12-31$14,817,217
Total of all expenses incurred2017-12-31$3,467,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,167,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,716,466
Value of total assets at end of year2017-12-31$43,481,917
Value of total assets at beginning of year2017-12-31$24,930,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$299,863
Total interest from all sources2017-12-31$39,993
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$556,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$556,149
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,459,416
Participant contributions at end of year2017-12-31$282,520
Participant contributions at beginning of year2017-12-31$229,474
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$257,050
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$651
Administrative expenses (other) incurred2017-12-31$231,284
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,350,014
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,481,917
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,930,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$68,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$41,028,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,148,994
Value of interest in pooled separate accounts at end of year2017-12-31$3,800
Interest on participant loans2017-12-31$13,335
Interest earned on other investments2017-12-31$26,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,166,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,436,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,504,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at beginning of year2017-12-31$115,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,167,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SRG, LLP
Accountancy firm EIN2017-12-31954476507
2016 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,969,411
Total of all expenses incurred2016-12-31$2,582,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,387,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,472,871
Value of total assets at end of year2016-12-31$24,930,621
Value of total assets at beginning of year2016-12-31$22,543,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$194,664
Total interest from all sources2016-12-31$18,448
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$409,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$409,330
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,345,444
Participant contributions at end of year2016-12-31$229,474
Participant contributions at beginning of year2016-12-31$151,603
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,697
Other income not declared elsewhere2016-12-31$15,075
Administrative expenses (other) incurred2016-12-31$129,021
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$22,303,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,387,240
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,930,621
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,543,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$65,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,148,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$8,004
Interest earned on other investments2016-12-31$10,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,436,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,053,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$116,730
Employer contributions (assets) at end of year2016-12-31$115,986
Employer contributions (assets) at beginning of year2016-12-31$88,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,387,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SRG,LLP
Accountancy firm EIN2016-12-31954476507
2015 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$586,510
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
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$2,592,770
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,482,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,426,547
Value of total corrective distributions2015-12-31$1,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,834,328
Value of total assets at end of year2015-12-31$22,543,381
Value of total assets at beginning of year2015-12-31$20,846,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$53,764
Total interest from all sources2015-12-31$11,985
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$51,457
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,636,954
Participant contributions at end of year2015-12-31$151,603
Participant contributions at beginning of year2015-12-31$100,370
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$109,157
Other income not declared elsewhere2015-12-31$47,132
Administrative expenses (other) incurred2015-12-31$2,307
Total non interest bearing cash at end of year2015-12-31$22,303,560
Total non interest bearing cash at beginning of year2015-12-31$2,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,110,531
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,543,381
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,846,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,952,848
Interest on participant loans2015-12-31$6,638
Interest earned on other investments2015-12-31$5,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$709,066
Net investment gain/loss from pooled separate accounts2015-12-31$-300,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$88,217
Employer contributions (assets) at end of year2015-12-31$88,218
Employer contributions (assets) at beginning of year2015-12-31$81,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,426,547
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SRG,LLP
Accountancy firm EIN2015-12-31954476507
2014 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$521,837
Total transfer of assets from this plan2014-12-31$54,143
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$3,292,935
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,709,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,666,313
Value of total corrective distributions2014-12-31$795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,150,189
Value of total assets at end of year2014-12-31$20,846,340
Value of total assets at beginning of year2014-12-31$18,795,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,740
Total interest from all sources2014-12-31$10,039
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$41,597
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,035,617
Participant contributions at end of year2014-12-31$100,370
Participant contributions at beginning of year2014-12-31$109,381
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$120,439
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$33,141
Administrative expenses (other) incurred2014-12-31$1,143
Total non interest bearing cash at end of year2014-12-31$2,625
Total non interest bearing cash at beginning of year2014-12-31$2,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,583,087
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,846,340
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,795,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,952,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,533,755
Interest on participant loans2014-12-31$4,452
Interest earned on other investments2014-12-31$5,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$709,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$921,435
Net investment gain/loss from pooled separate accounts2014-12-31$1,132,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$81,431
Employer contributions (assets) at end of year2014-12-31$81,431
Employer contributions (assets) at beginning of year2014-12-31$107,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,666,313
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SRG,LLP
Accountancy firm EIN2014-12-31954476507
2013 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$460,522
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$0
Total income from all sources (including contributions)2013-12-31$5,126,673
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,384,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,288,089
Expenses. Certain deemed distributions of participant loans2013-12-31$2,321
Value of total corrective distributions2013-12-31$59,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,095,411
Value of total assets at end of year2013-12-31$18,795,559
Value of total assets at beginning of year2013-12-31$14,593,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,095
Total interest from all sources2013-12-31$10,699
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$34,920
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,987,487
Participant contributions at end of year2013-12-31$109,381
Participant contributions at beginning of year2013-12-31$32,424
Participant contributions at end of year2013-12-31$120,439
Participant contributions at beginning of year2013-12-31$122,941
Administrative expenses (other) incurred2013-12-31$175
Total non interest bearing cash at end of year2013-12-31$2,625
Total non interest bearing cash at beginning of year2013-12-31$2,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,741,780
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,795,559
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,593,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,533,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,495,806
Interest on participant loans2013-12-31$3,549
Interest earned on other investments2013-12-31$7,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$921,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$851,976
Net investment gain/loss from pooled separate accounts2013-12-31$3,020,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$107,924
Employer contributions (assets) at end of year2013-12-31$107,924
Employer contributions (assets) at beginning of year2013-12-31$87,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,288,089
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SRG,LLP
Accountancy firm EIN2013-12-31954476507
2012 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$389,968
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$3,627,922
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,561,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,514,088
Value of total corrective distributions2012-12-31$15,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,980,822
Value of total assets at end of year2012-12-31$14,593,257
Value of total assets at beginning of year2012-12-31$12,136,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,000
Total interest from all sources2012-12-31$10,740
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$32,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,889,886
Participant contributions at end of year2012-12-31$32,424
Participant contributions at beginning of year2012-12-31$27,976
Participant contributions at end of year2012-12-31$122,941
Participant contributions at beginning of year2012-12-31$94,457
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,451
Total non interest bearing cash at end of year2012-12-31$2,625
Total non interest bearing cash at beginning of year2012-12-31$2,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,066,386
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,593,257
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,136,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,495,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,070,051
Interest on participant loans2012-12-31$1,149
Interest earned on other investments2012-12-31$9,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$851,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$884,833
Net investment gain/loss from pooled separate accounts2012-12-31$1,636,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$87,485
Employer contributions (assets) at end of year2012-12-31$87,485
Employer contributions (assets) at beginning of year2012-12-31$56,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,514,088
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SRG, LLP
Accountancy firm EIN2012-12-31954476507
2011 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$4,123
Total transfer of assets from this plan2011-12-31$6,061
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$1,723,616
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,406,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,349,763
Value of total corrective distributions2011-12-31$26,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,044,574
Value of total assets at end of year2011-12-31$12,136,903
Value of total assets at beginning of year2011-12-31$11,821,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,757
Total interest from all sources2011-12-31$14,325
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,914,983
Participant contributions at end of year2011-12-31$27,976
Participant contributions at beginning of year2011-12-31$560
Participant contributions at end of year2011-12-31$94,457
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$75,135
Administrative expenses (other) incurred2011-12-31$23,760
Total non interest bearing cash at end of year2011-12-31$2,625
Total non interest bearing cash at beginning of year2011-12-31$2,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$317,384
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,136,903
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,821,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,070,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,958,738
Interest on participant loans2011-12-31$539
Interest earned on other investments2011-12-31$13,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$884,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$807,720
Net investment gain/loss from pooled separate accounts2011-12-31$-335,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$54,456
Employer contributions (assets) at end of year2011-12-31$56,961
Employer contributions (assets) at beginning of year2011-12-31$51,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,349,763
Contract administrator fees2011-12-31$5,997
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SRG, LLP
Accountancy firm EIN2011-12-31954476507
2010 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$231,062
Total transfer of assets from this plan2010-12-31$99,564
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$2,859,936
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,301,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,273,557
Value of total corrective distributions2010-12-31$750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,603,798
Value of total assets at end of year2010-12-31$11,821,457
Value of total assets at beginning of year2010-12-31$10,131,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,955
Total interest from all sources2010-12-31$17,490
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$26,955
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,551,939
Participant contributions at end of year2010-12-31$560
Participant contributions at beginning of year2010-12-31$2,826
Participant contributions at beginning of year2010-12-31$688
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$186
Total non interest bearing cash at end of year2010-12-31$2,939
Total non interest bearing cash at beginning of year2010-12-31$534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,558,674
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,821,457
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,131,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,958,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,382,237
Interest on participant loans2010-12-31$43
Interest earned on other investments2010-12-31$17,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$807,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$689,090
Net investment gain/loss from pooled separate accounts2010-12-31$1,238,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$51,859
Employer contributions (assets) at end of year2010-12-31$51,500
Employer contributions (assets) at beginning of year2010-12-31$55,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,273,557
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SOLOMON ROSS GREY & CO
Accountancy firm EIN2010-12-31954476507
2009 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WESTERN DENTAL SERVICES, INC. 401(K) PLAN A

2023: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WESTERN DENTAL SERVICES, INC. 401(K) PLAN A 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberQK63019
Policy instance 1
Insurance contract or identification numberQK63019
Number of Individuals Covered7027
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberQK63019
Policy instance 1
Insurance contract or identification numberQK63019
Number of Individuals Covered6912
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK63019
Policy instance 2
Insurance contract or identification numberQK63019
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberQK63019
Policy instance 1
Insurance contract or identification numberQK63019
Number of Individuals Covered5258
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberQK63019
Policy instance 2
Insurance contract or identification numberQK63019
Number of Individuals Covered4882
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK63019
Policy instance 1
Insurance contract or identification numberQK63019
Number of Individuals Covered4882
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberQK63019
Policy instance 2
Insurance contract or identification numberQK63019
Number of Individuals Covered5583
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK63019
Policy instance 1
Insurance contract or identification numberQK63019
Number of Individuals Covered5583
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK63019
Policy instance 1
Insurance contract or identification numberQK63019
Number of Individuals Covered4471
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63019
Policy instance 2
Insurance contract or identification numberQK63019
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-07-12
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberQK63019
Policy instance 3
Insurance contract or identification numberQK63019
Number of Individuals Covered4471
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberQK63019
Policy instance 3
Insurance contract or identification numberQK63019
Number of Individuals Covered3835
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63019
Policy instance 2
Insurance contract or identification numberQK63019
Number of Individuals Covered3835
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK63019
Policy instance 1
Insurance contract or identification numberQK63019
Number of Individuals Covered3835
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64238
Policy instance 1
Insurance contract or identification number64238
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $22,386
Total amount of fees paid to insurance companyUSD $39,811
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees39811
Additional information about fees paid to insurance brokerADMINISTRATIVE REIMBURSEMENT
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $13,244
Insurance broker nameKPLANS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64238
Policy instance 1
Insurance contract or identification number64238
Number of Individuals Covered715
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $20,101
Total amount of fees paid to insurance companyUSD $31,084
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees31084
Additional information about fees paid to insurance brokerADMINISTRATIVE REIMBURSEMENT
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $20,101
Insurance broker nameKRAVITZ INVESTMENT SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64238
Policy instance 1
Insurance contract or identification number64238
Number of Individuals Covered682
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,664
Total amount of fees paid to insurance companyUSD $2,598,186
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2598186
Additional information about fees paid to insurance brokerADMINISTRATIVE REIMBURSEMENT & TPA FEES PAID
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $16,664
Insurance broker nameKRAVITZ INVESTMENT SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64238
Policy instance 1
Insurance contract or identification number64238
Number of Individuals Covered660
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $24,816
Total amount of fees paid to insurance companyUSD $13,665
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,816
Insurance broker organization code?3
Amount paid for insurance broker fees13665
Additional information about fees paid to insurance brokerADMINISTRATIVE REIMBURSEMENT & TPA FEES PAID
Insurance broker nameKRAVITZ INVESTMENT SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64238
Policy instance 1
Insurance contract or identification number64238
Number of Individuals Covered662
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,906
Total amount of fees paid to insurance companyUSD $29,848
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64238
Policy instance 1
Insurance contract or identification number64238
Number of Individuals Covered657
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $32,225
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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