401k Plan data: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B plan

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

Plan Name	WESTERN DENTAL SERVICES, INC. 401(K) PLAN B
Plan identification number	002

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

401k Plan Type

Defined 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.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.
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 B

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 KEVIN SIMES
002 2016-01-01 SHARON CLARK
002 2015-01-01
002 2014-01-01 DEBBIE GOLANKA
002 2013-01-01 BRADLEY ROGERS
002 2012-01-01 DAVID JOE
002 2011-01-01 DAVID JOE
002 2010-01-01 DAVID JOE
002 2009-01-01 DAVID JOE

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

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

Measure Date Value
2017: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,979
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4,535
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,864
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 115
Total of all active and inactive participants 2016-01-01 2,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2,979
Number of participants with account balances 2016-01-01 443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3,401
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4,362
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 86
Total of all active and inactive participants 2015-01-01 4,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4,448
Number of participants with account balances 2015-01-01 334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,793
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,941
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 105
Total of all active and inactive participants 2014-01-01 3,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3,046
Number of participants with account balances 2014-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,800
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,615
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 108
Total of all active and inactive participants 2013-01-01 2,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2,723
Number of participants with account balances 2013-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,496
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,627
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 105
Total of all active and inactive participants 2012-01-01 2,732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2,732
Number of participants with account balances 2012-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,405
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,307
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 98
Total of all active and inactive participants 2011-01-01 2,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2,405
Number of participants with account balances 2011-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2,044
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,837
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 76
Total of all active and inactive participants 2010-01-01 1,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1,913
Number of participants with account balances 2010-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,931
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,848
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 70
Total of all active and inactive participants 2009-01-01 1,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,918
Number of participants with account balances 2009-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,979
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4,535
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,864
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	115
Total of all active and inactive participants	2016-01-01	2,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2,979
Number of participants with account balances	2016-01-01	443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3,401
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4,362
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	86
Total of all active and inactive participants	2015-01-01	4,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4,448
Number of participants with account balances	2015-01-01	334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,793
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,941
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	105
Total of all active and inactive participants	2014-01-01	3,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3,046
Number of participants with account balances	2014-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,800
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,615
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	108
Total of all active and inactive participants	2013-01-01	2,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2,723
Number of participants with account balances	2013-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,496
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,627
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	105
Total of all active and inactive participants	2012-01-01	2,732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2,732
Number of participants with account balances	2012-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,405
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,307
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	98
Total of all active and inactive participants	2011-01-01	2,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2,405
Number of participants with account balances	2011-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,044
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,837
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	76
Total of all active and inactive participants	2010-01-01	1,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1,913
Number of participants with account balances	2010-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,931
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,848
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	70
Total of all active and inactive participants	2009-01-01	1,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,918
Number of participants with account balances	2009-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

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

Measure	Date	Value
2017 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2017 401k financial data
Total transfer of assets from this plan	2017-01-06	$7,201,282
Total income from all sources (including contributions)	2017-01-06	$128,809
Total of all expenses incurred	2017-01-06	$7,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-01-06	$6,479
Value of total assets at end of year	2017-01-06	$0
Value of total assets at beginning of year	2017-01-06	$7,079,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-01-06	$752
Total interest from all sources	2017-01-06	$206
Total dividends received (eg from common stock, registered investment company shares)	2017-01-06	$530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-01-06	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-01-06	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-01-06	$530
Was this plan covered by a fidelity bond	2017-01-06	Yes
Value of fidelity bond cover	2017-01-06	$2,000,000
If this is an individual account plan, was there a blackout period	2017-01-06	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-06	$0
Were there any nonexempt tranactions with any party-in-interest	2017-01-06	No
Participant contributions at end of year	2017-01-06	$0
Participant contributions at beginning of year	2017-01-06	$124,689
Administrative expenses (other) incurred	2017-01-06	$752
Total non interest bearing cash at beginning of year	2017-01-06	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-01-06	No
Value of net income/loss	2017-01-06	$121,578
Value of net assets at end of year (total assets less liabilities)	2017-01-06	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-01-06	$7,079,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-01-06	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-01-06	No
Were any leases to which the plan was party in default or uncollectible	2017-01-06	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-01-06	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-01-06	$6,553,687
Interest on participant loans	2017-01-06	$113
Interest earned on other investments	2017-01-06	$93
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-01-06	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-01-06	$401,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-01-06	$128,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-01-06	No
Was there a failure to transmit to the plan any participant contributions	2017-01-06	Yes
Has the plan failed to provide any benefit when due under the plan	2017-01-06	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-01-06	$6,479
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-01-06	No
Did the plan have assets held for investment	2017-01-06	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-01-06	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-01-06	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-01-06	Yes
Opinion of an independent qualified public accountant for this plan	2017-01-06	Disclaimer
Accountancy firm name	2017-01-06	SRG, LLP
Accountancy firm EIN	2017-01-06	954476507
2016 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,580,248
Total of all expenses incurred	2016-12-31	$678,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$628,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,980,576
Value of total assets at end of year	2016-12-31	$7,079,704
Value of total assets at beginning of year	2016-12-31	$5,177,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$49,446
Total interest from all sources	2016-12-31	$6,945
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$111,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$111,328
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,794,510
Participant contributions at end of year	2016-12-31	$124,689
Participant contributions at beginning of year	2016-12-31	$105,505
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$186,066
Administrative expenses (other) incurred	2016-12-31	$34,891
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$5,071,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,902,213
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,079,704
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,177,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$13,220
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,553,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$4,591
Interest earned on other investments	2016-12-31	$2,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$401,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$481,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$628,589
Contract administrator fees	2016-12-31	$1,335
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SRG,LLP
Accountancy firm EIN	2016-12-31	954476507
2015 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$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	$1,610,889
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$677,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$662,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,652,057
Value of total assets at end of year	2015-12-31	$5,177,491
Value of total assets at beginning of year	2015-12-31	$4,830,443
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$15,002
Total interest from all sources	2015-12-31	$3,219
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 year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$14,869
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,097,587
Participant contributions at end of year	2015-12-31	$105,505
Participant contributions at beginning of year	2015-12-31	$30,169
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$554,470
Other income not declared elsewhere	2015-12-31	$9,912
Administrative expenses (other) incurred	2015-12-31	$133
Total non interest bearing cash at end of year	2015-12-31	$5,071,986
Total non interest bearing cash at beginning of year	2015-12-31	$101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$933,558
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,177,491
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,830,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,651,011
Interest on participant loans	2015-12-31	$2,279
Interest earned on other investments	2015-12-31	$940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$149,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-54,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$662,329
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SRG,LLP
Accountancy firm EIN	2015-12-31	954476507
2014 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$54,143
Total transfer of assets from this plan	2014-12-31	$521,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,188,703
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$539,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$529,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$934,111
Value of total assets at end of year	2014-12-31	$4,830,443
Value of total assets at beginning of year	2014-12-31	$4,648,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,865
Total interest from all sources	2014-12-31	$2,877
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 year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$9,865
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$906,509
Participant contributions at end of year	2014-12-31	$30,169
Participant contributions at beginning of year	2014-12-31	$67,791
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$28,669
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$27,602
Other income not declared elsewhere	2014-12-31	$3,436
Total non interest bearing cash at end of year	2014-12-31	$101
Total non interest bearing cash at beginning of year	2014-12-31	$101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$649,347
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,830,443
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,648,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,651,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,435,465
Interest on participant loans	2014-12-31	$1,715
Interest earned on other investments	2014-12-31	$1,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$149,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$116,764
Net investment gain/loss from pooled separate accounts	2014-12-31	$248,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$529,491
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SRG,LLP
Accountancy firm EIN	2014-12-31	954476507
2013 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$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	$1,459,740
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$696,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$684,493
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$738,361
Value of total assets at end of year	2013-12-31	$4,648,790
Value of total assets at beginning of year	2013-12-31	$4,346,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,654
Total interest from all sources	2013-12-31	$3,253
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 year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$9,654
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$662,404
Participant contributions at end of year	2013-12-31	$67,791
Participant contributions at beginning of year	2013-12-31	$65,169
Participant contributions at end of year	2013-12-31	$28,669
Participant contributions at beginning of year	2013-12-31	$20,242
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$75,957
Total non interest bearing cash at end of year	2013-12-31	$101
Total non interest bearing cash at beginning of year	2013-12-31	$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$762,990
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,648,790
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,346,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,435,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,163,376
Interest on participant loans	2013-12-31	$2,173
Interest earned on other investments	2013-12-31	$1,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$116,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$97,524
Net investment gain/loss from pooled separate accounts	2013-12-31	$718,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$684,493
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SRG,LLP
Accountancy firm EIN	2013-12-31	954476507
2012 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$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	$1,463,518
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$317,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$308,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,029,766
Value of total assets at end of year	2012-12-31	$4,346,322
Value of total assets at beginning of year	2012-12-31	$3,590,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,281
Total interest from all sources	2012-12-31	$2,873
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 year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$9,281
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$692,701
Participant contributions at end of year	2012-12-31	$65,169
Participant contributions at beginning of year	2012-12-31	$30,798
Participant contributions at end of year	2012-12-31	$20,242
Participant contributions at beginning of year	2012-12-31	$45,157
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$337,065
Other income not declared elsewhere	2012-12-31	$-343
Total non interest bearing cash at end of year	2012-12-31	$11
Total non interest bearing cash at beginning of year	2012-12-31	$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,145,700
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,346,322
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,590,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,163,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,421,482
Interest on participant loans	2012-12-31	$1,796
Interest earned on other investments	2012-12-31	$1,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$97,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$93,142
Net investment gain/loss from pooled separate accounts	2012-12-31	$431,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$308,537
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SRG, LLP
Accountancy firm EIN	2012-12-31	954476507
2011 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$6,061
Total transfer of assets from this plan	2011-12-31	$4,123
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	$941,166
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$223,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$175,883
Value of total corrective distributions	2011-12-31	$27,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,019,076
Value of total assets at end of year	2011-12-31	$3,590,590
Value of total assets at beginning of year	2011-12-31	$2,870,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$20,120
Total interest from all sources	2011-12-31	$2,271
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 year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$20,120
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$852,022
Participant contributions at end of year	2011-12-31	$30,798
Participant contributions at beginning of year	2011-12-31	$21,378
Participant contributions at end of year	2011-12-31	$45,157
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$167,054
Other income not declared elsewhere	2011-12-31	$-88
Total non interest bearing cash at end of year	2011-12-31	$11
Total non interest bearing cash at beginning of year	2011-12-31	$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$717,941
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,590,590
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,870,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,421,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,779,017
Interest on participant loans	2011-12-31	$1,125
Interest earned on other investments	2011-12-31	$1,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$93,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$70,306
Net investment gain/loss from pooled separate accounts	2011-12-31	$-80,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$175,883
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SRG, LLP
Accountancy firm EIN	2011-12-31	954476507
2010 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$99,564
Total transfer of assets from this plan	2010-12-31	$231,062
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	$837,637
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$256,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$239,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$561,751
Value of total assets at end of year	2010-12-31	$2,870,711
Value of total assets at beginning of year	2010-12-31	$2,420,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$16,795
Total interest from all sources	2010-12-31	$2,304
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 year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$16,795
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$561,329
Participant contributions at end of year	2010-12-31	$21,378
Participant contributions at beginning of year	2010-12-31	$24,147
Participant contributions at beginning of year	2010-12-31	$250
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$422
Total non interest bearing cash at end of year	2010-12-31	$10
Total non interest bearing cash at beginning of year	2010-12-31	$4,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$581,363
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,870,711
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,420,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,779,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,343,522
Interest on participant loans	2010-12-31	$1,102
Interest earned on other investments	2010-12-31	$1,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$70,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$48,003
Net investment gain/loss from pooled separate accounts	2010-12-31	$273,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$239,479
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SOLOMON ROSS GREY & CO
Accountancy firm EIN	2010-12-31	954476507
2009 : WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

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

2017: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WESTERN DENTAL SERVICES, INC. 401(K) PLAN B 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

QK63020

Policy instance

Insurance contract or identification number	QK63020
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-01-06
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 number

QK63020

Policy instance

Insurance contract or identification number	QK63020
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-01-06
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 number

71365

Policy instance

Insurance contract or identification number	71365
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $4,782
Total amount of fees paid to insurance company	USD $12,002
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	12002
Additional information about fees paid to insurance broker	ADMINISTRATIVE REIMBURSEMENT
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $2,886
Insurance broker name	KPLANS, INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

71365

Policy instance

Insurance contract or identification number	71365
Number of Individuals Covered	354
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,506
Total amount of fees paid to insurance company	USD $7,235
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	7235
Additional information about fees paid to insurance broker	ADMINISTRATIVE REIMBURSEMENT
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $4,506
Insurance broker name	KPLANS, INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

71365

Policy instance

Insurance contract or identification number	71365
Number of Individuals Covered	326
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,186
Total amount of fees paid to insurance company	USD $33,170
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	33170
Additional information about fees paid to insurance broker	ADMINISTRATIVE REIMBURSEMENT TPA FEES PAID
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $4,186
Insurance broker name	KRAVITZ INVESTMENT SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

71365

Policy instance

Insurance contract or identification number	71365
Number of Individuals Covered	315
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,665
Total amount of fees paid to insurance company	USD $7,480
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	7480
Additional information about fees paid to insurance broker	ADMINISTRATIVE REIMBURSEMENT TPA FEES PAID
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $3,665
Insurance broker name	KRAVITZ INVESTMENT SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

71365

Policy instance

Insurance contract or identification number	71365
Number of Individuals Covered	324
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,387
Total amount of fees paid to insurance company	USD $8,435
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

71365

Policy instance

Insurance contract or identification number	71365
Number of Individuals Covered	267
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,984
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	WESTERN DENTAL SERVICES, INC.
Employer identification number (EIN):	330065869
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
002	2017-01-01	KEVIN SIMES
002	2016-01-01	SHARON CLARK
002	2015-01-01
002	2014-01-01	DEBBIE GOLANKA
002	2013-01-01	BRADLEY ROGERS
002	2012-01-01	DAVID JOE
002	2011-01-01	DAVID JOE
002	2010-01-01	DAVID JOE
002	2009-01-01	DAVID JOE