401k Plan data: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN plan

AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN
Plan identification number	002

AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERICAN DENTAL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN DENTAL ASSOCIATION

Employer identification number (EIN): 360724690

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN DENTAL ASSOCIATION

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2008-09-25

Company Identification Number: 0801033185

Legal Registered Office Address: 211 E CHICAGO AVE FL 19

CHICAGO
United States of America (USA)
60611

More information about AMERICAN DENTAL ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 PAMELA DISSELHORST
002 2016-01-01 PAMELA DISSELHORST PAMELA DISSELHORST 2017-10-03
002 2015-01-01 PAMELA DISSELHORST
002 2014-01-01 2015-10-07
002 2014-01-01 PAMELA DISSELHORST PAMELA DISSELHORST 2015-10-07
002 2013-01-01 PAMELA DISSELHORST PAMELA DISSELHORST 2014-09-23
002 2012-01-01 PAMELA DISSELHORST
002 2011-01-01 PAMELA DISSELHORST PAMELA DISSELHORST 2012-10-01
002 2010-01-01 PAM DISSELHORST PAM DISSELHORST 2011-10-10
002 2009-01-01 PAMELA DISSELHORST PAMELA DISSELHORST 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	PAMELA DISSELHORST
002	2016-01-01	PAMELA DISSELHORST		PAMELA DISSELHORST	2017-10-03
002	2015-01-01	PAMELA DISSELHORST
002	2014-01-01		2015-10-07
002	2014-01-01	PAMELA DISSELHORST		PAMELA DISSELHORST	2015-10-07
002	2013-01-01	PAMELA DISSELHORST		PAMELA DISSELHORST	2014-09-23
002	2012-01-01	PAMELA DISSELHORST
002	2011-01-01	PAMELA DISSELHORST		PAMELA DISSELHORST	2012-10-01
002	2010-01-01	PAM DISSELHORST		PAM DISSELHORST	2011-10-10
002	2009-01-01	PAMELA DISSELHORST		PAMELA DISSELHORST	2010-10-14

Plan Statistics for AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 608
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 407
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 222
Total of all active and inactive participants 2022-01-01 633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 633
Number of participants with account balances 2022-01-01 633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 624
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 407
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 197
Total of all active and inactive participants 2021-01-01 608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 608
Number of participants with account balances 2021-01-01 608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 630
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 435
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 185
Total of all active and inactive participants 2020-01-01 624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 624
Number of participants with account balances 2020-01-01 624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 624
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 453
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 172
Total of all active and inactive participants 2019-01-01 630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 630
Number of participants with account balances 2019-01-01 630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 612
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 457
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 163
Total of all active and inactive participants 2018-01-01 624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 624
Number of participants with account balances 2018-01-01 624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 602
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 443
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 166
Total of all active and inactive participants 2017-01-01 612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 612
Number of participants with account balances 2017-01-01 612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 579
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 441
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 159
Total of all active and inactive participants 2016-01-01 602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 602
Number of participants with account balances 2016-01-01 602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 576
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 432
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 145
Total of all active and inactive participants 2015-01-01 579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 579
Number of participants with account balances 2015-01-01 579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 574
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 428
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 147
Total of all active and inactive participants 2014-01-01 576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 576
Number of participants with account balances 2014-01-01 576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 566
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 432
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 141
Total of all active and inactive participants 2013-01-01 574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 574
Number of participants with account balances 2013-01-01 574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 557
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 433
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 132
Total of all active and inactive participants 2012-01-01 566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 566
Number of participants with account balances 2012-01-01 566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 552
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 440
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 116
Total of all active and inactive participants 2011-01-01 557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 557
Number of participants with account balances 2011-01-01 557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 571
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 464
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 100
Total of all active and inactive participants 2010-01-01 564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 565
Number of participants with account balances 2010-01-01 552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 570
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 474
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 96
Total of all active and inactive participants 2009-01-01 570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 571
Number of participants with account balances 2009-01-01 550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	608
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	407
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	222
Total of all active and inactive participants	2022-01-01	633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	633
Number of participants with account balances	2022-01-01	633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	624
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	407
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	197
Total of all active and inactive participants	2021-01-01	608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	608
Number of participants with account balances	2021-01-01	608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	630
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	435
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	185
Total of all active and inactive participants	2020-01-01	624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	624
Number of participants with account balances	2020-01-01	624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	624
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	453
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	172
Total of all active and inactive participants	2019-01-01	630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	630
Number of participants with account balances	2019-01-01	630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	612
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	457
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	163
Total of all active and inactive participants	2018-01-01	624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	624
Number of participants with account balances	2018-01-01	624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	602
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	443
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	166
Total of all active and inactive participants	2017-01-01	612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	612
Number of participants with account balances	2017-01-01	612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	579
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	441
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	159
Total of all active and inactive participants	2016-01-01	602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	602
Number of participants with account balances	2016-01-01	602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	576
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	432
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	145
Total of all active and inactive participants	2015-01-01	579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	579
Number of participants with account balances	2015-01-01	579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	574
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	428
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	147
Total of all active and inactive participants	2014-01-01	576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	576
Number of participants with account balances	2014-01-01	576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	566
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	432
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	141
Total of all active and inactive participants	2013-01-01	574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	574
Number of participants with account balances	2013-01-01	574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	557
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	433
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	132
Total of all active and inactive participants	2012-01-01	566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	566
Number of participants with account balances	2012-01-01	566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	552
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	440
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	116
Total of all active and inactive participants	2011-01-01	557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	557
Number of participants with account balances	2011-01-01	557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	571
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	464
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	100
Total of all active and inactive participants	2010-01-01	564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	565
Number of participants with account balances	2010-01-01	552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	570
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	474
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	96
Total of all active and inactive participants	2009-01-01	570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	571
Number of participants with account balances	2009-01-01	550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2022 : AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-11,055,813
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$6,105,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,972,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,317,369
Value of total assets at end of year	2022-12-31	$104,972,417
Value of total assets at beginning of year	2022-12-31	$122,133,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$132,718
Total interest from all sources	2022-12-31	$459,630
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$996,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$996,838
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,457,233
Participant contributions at end of year	2022-12-31	$830,201
Participant contributions at beginning of year	2022-12-31	$1,039,593
Participant contributions at end of year	2022-12-31	$125,461
Participant contributions at beginning of year	2022-12-31	$119,166
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$181,089
Other income not declared elsewhere	2022-12-31	$6,698
Administrative expenses (other) incurred	2022-12-31	$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-17,161,459
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$104,972,417
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$122,133,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$32,274
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$54,321,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$63,137,065
Value of interest in pooled separate accounts at end of year	2022-12-31	$26,315,237
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$34,088,599
Interest on participant loans	2022-12-31	$57,377
Interest earned on other investments	2022-12-31	$402,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$23,380,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$23,749,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-9,619,489
Net investment gain/loss from pooled separate accounts	2022-12-31	$-9,216,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,679,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,972,928
Contract administrator fees	2022-12-31	$100,019
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$0
Total income from all sources (including contributions)	2021-12-31	$21,116,403
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$6,713,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$6,566,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,275,551
Value of total assets at end of year	2021-12-31	$122,133,876
Value of total assets at beginning of year	2021-12-31	$107,731,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$147,368
Total interest from all sources	2021-12-31	$435,350
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$927,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$927,236
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,370,225
Participant contributions at end of year	2021-12-31	$1,039,593
Participant contributions at beginning of year	2021-12-31	$1,065,071
Participant contributions at end of year	2021-12-31	$119,166
Participant contributions at beginning of year	2021-12-31	$117,667
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,228,115
Other income not declared elsewhere	2021-12-31	$6,701
Administrative expenses (other) incurred	2021-12-31	$147,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$14,402,826
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$122,133,876
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$107,731,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$63,137,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$54,162,617
Value of interest in pooled separate accounts at end of year	2021-12-31	$34,088,599
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$29,560,339
Interest on participant loans	2021-12-31	$60,723
Interest earned on other investments	2021-12-31	$374,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$23,749,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$22,825,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$7,400,975
Net investment gain/loss from pooled separate accounts	2021-12-31	$5,070,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,677,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$6,566,209
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$18,513,381
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,328,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,324,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,655,619
Value of total assets at end of year	2020-12-31	$107,731,050
Value of total assets at beginning of year	2020-12-31	$95,545,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,412
Total interest from all sources	2020-12-31	$473,199
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$834,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$834,550
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,532,283
Participant contributions at end of year	2020-12-31	$1,065,071
Participant contributions at beginning of year	2020-12-31	$1,155,496
Participant contributions at end of year	2020-12-31	$117,667
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$231,786
Other income not declared elsewhere	2020-12-31	$698,482
Administrative expenses (other) incurred	2020-12-31	$3,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$12,185,293
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$107,731,050
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$95,545,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$54,162,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$40,408,114
Value of interest in pooled separate accounts at end of year	2020-12-31	$29,560,339
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$34,980,459
Interest on participant loans	2020-12-31	$68,671
Interest earned on other investments	2020-12-31	$404,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$22,825,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$19,001,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$10,851,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$891,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,324,676
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$20,522,559
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$6,031,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,028,664
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,496,475
Value of total assets at end of year	2019-12-31	$95,545,757
Value of total assets at beginning of year	2019-12-31	$81,054,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,061
Total interest from all sources	2019-12-31	$468,721
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$882,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$882,135
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,208,165
Participant contributions at end of year	2019-12-31	$1,155,496
Participant contributions at beginning of year	2019-12-31	$1,030,138
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$526,009
Administrative expenses (other) incurred	2019-12-31	$3,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$14,490,834
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$95,545,757
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$81,054,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$40,408,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$22,483,084
Value of interest in pooled separate accounts at end of year	2019-12-31	$34,980,459
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$38,982,603
Interest on participant loans	2019-12-31	$68,321
Interest earned on other investments	2019-12-31	$400,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$19,001,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$18,559,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,582,314
Net investment gain/loss from pooled separate accounts	2019-12-31	$9,092,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,762,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,028,664
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KPMG
Accountancy firm EIN	2019-12-31	135565207
2018 : AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$3,403,255
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,700,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,697,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,854,273
Value of total assets at end of year	2018-12-31	$81,054,923
Value of total assets at beginning of year	2018-12-31	$83,352,268
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,413
Total interest from all sources	2018-12-31	$433,227
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$494,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$494,122
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,184,321
Participant contributions at end of year	2018-12-31	$1,030,138
Participant contributions at beginning of year	2018-12-31	$907,033
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$931,999
Administrative expenses (other) incurred	2018-12-31	$3,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,297,345
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$81,054,923
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$83,352,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$22,483,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$31,636,540
Value of interest in pooled separate accounts at end of year	2018-12-31	$38,982,603
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$32,056,221
Interest on participant loans	2018-12-31	$63,361
Interest earned on other investments	2018-12-31	$369,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$18,559,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$18,752,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-686,562
Net investment gain/loss from pooled separate accounts	2018-12-31	$-3,691,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,737,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,697,187
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KPMG
Accountancy firm EIN	2018-12-31	135565207
2017 : AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$15,921,535
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,557,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,554,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,055,590
Value of total assets at end of year	2017-12-31	$83,352,268
Value of total assets at beginning of year	2017-12-31	$70,988,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,925
Total interest from all sources	2017-12-31	$374,629
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$467,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$467,040
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,754,198
Participant contributions at end of year	2017-12-31	$907,033
Participant contributions at beginning of year	2017-12-31	$800,336
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$661,400
Administrative expenses (other) incurred	2017-12-31	$2,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$12,364,068
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$83,352,268
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$70,988,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$31,636,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$25,856,222
Value of interest in pooled separate accounts at end of year	2017-12-31	$32,056,221
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$26,660,306
Interest on participant loans	2017-12-31	$47,822
Interest earned on other investments	2017-12-31	$326,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$18,752,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$17,671,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,190,857
Net investment gain/loss from pooled separate accounts	2017-12-31	$4,833,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,639,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,554,542
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KPMG
Accountancy firm EIN	2017-12-31	135565207
2016 : AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$11,166,372
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,999,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,996,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,568,869
Value of total assets at end of year	2016-12-31	$70,988,200
Value of total assets at beginning of year	2016-12-31	$62,821,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,850
Total interest from all sources	2016-12-31	$356,330
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$434,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$434,855
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,755,873
Participant contributions at end of year	2016-12-31	$800,336
Participant contributions at beginning of year	2016-12-31	$633,116
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$171,152
Administrative expenses (other) incurred	2016-12-31	$2,850
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	$8,166,583
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$70,988,200
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$62,821,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$25,856,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$22,212,811
Value of interest in pooled separate accounts at end of year	2016-12-31	$26,660,306
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$23,498,980
Interest on participant loans	2016-12-31	$44,098
Interest earned on other investments	2016-12-31	$312,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$17,671,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$16,476,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,771,361
Net investment gain/loss from pooled separate accounts	2016-12-31	$3,034,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,641,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,996,939
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	KPMG
Accountancy firm EIN	2016-12-31	135565207
2015 : AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$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	$5,118,990
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$6,650,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,608,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,215,132
Value of total assets at end of year	2015-12-31	$62,821,617
Value of total assets at beginning of year	2015-12-31	$64,352,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$41,978
Total interest from all sources	2015-12-31	$365,226
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$351,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$351,043
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,442,549
Participant contributions at end of year	2015-12-31	$633,116
Participant contributions at beginning of year	2015-12-31	$604,205
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$164,519
Administrative expenses (other) incurred	2015-12-31	$41,978
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	$-1,531,206
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$62,821,617
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$64,352,823
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	$22,212,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$22,026,517
Value of interest in pooled separate accounts at end of year	2015-12-31	$23,498,980
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$24,498,857
Interest on participant loans	2015-12-31	$38,236
Interest earned on other investments	2015-12-31	$326,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$16,476,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$17,223,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-223,163
Net investment gain/loss from pooled separate accounts	2015-12-31	$-589,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,608,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,608,218
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	KPMG
Accountancy firm EIN	2015-12-31	135565207
2014 : AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$7,087,309
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$4,482,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,459,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$5,044,511
Value of total assets at end of year	2014-12-31	$64,352,823
Value of total assets at beginning of year	2014-12-31	$61,747,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,156
Total interest from all sources	2014-12-31	$386,657
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$228,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$228,108
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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	$3,327,479
Participant contributions at end of year	2014-12-31	$604,205
Participant contributions at beginning of year	2014-12-31	$663,230
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$153,773
Administrative expenses (other) incurred	2014-12-31	$22,156
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	$2,605,261
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$64,352,823
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$61,747,562
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	$22,026,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,929,039
Value of interest in pooled separate accounts at end of year	2014-12-31	$24,498,857
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$31,802,874
Interest on participant loans	2014-12-31	$46,318
Interest earned on other investments	2014-12-31	$340,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$17,223,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$16,352,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,175,261
Net investment gain/loss from pooled separate accounts	2014-12-31	$252,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,563,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,459,892
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	KPMG
Accountancy firm EIN	2014-12-31	135565207
2013 : AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$15,216,068
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$4,423,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,420,464
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,780,298
Value of total assets at end of year	2013-12-31	$61,747,562
Value of total assets at beginning of year	2013-12-31	$50,954,713
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,755
Total interest from all sources	2013-12-31	$342,870
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$122,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$122,580
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$3,190,137
Participant contributions at end of year	2013-12-31	$663,230
Participant contributions at beginning of year	2013-12-31	$677,226
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$62,318
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$2,755
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	$10,792,849
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$61,747,562
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$50,954,713
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	$12,929,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,315,140
Value of interest in pooled separate accounts at end of year	2013-12-31	$31,802,874
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$28,605,724
Interest on participant loans	2013-12-31	$47,242
Interest earned on other investments	2013-12-31	$295,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$16,352,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$13,356,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,960,458
Net investment gain/loss from pooled separate accounts	2013-12-31	$7,009,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,527,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,420,464
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	2013-12-31	No
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	KPMG
Accountancy firm EIN	2013-12-31	135565207
2012 : AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$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	$9,795,474
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$4,165,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$4,162,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,814,898
Value of total assets at end of year	2012-12-31	$50,954,713
Value of total assets at beginning of year	2012-12-31	$45,324,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,442
Total interest from all sources	2012-12-31	$360,836
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$113,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$113,840
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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	$3,295,063
Participant contributions at end of year	2012-12-31	$677,226
Participant contributions at beginning of year	2012-12-31	$605,292
Participant contributions at beginning of year	2012-12-31	$95,854
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$36,505
Administrative expenses (other) incurred	2012-12-31	$3,442
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	$5,630,027
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$50,954,713
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$45,324,686
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	$8,315,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,625,827
Value of interest in pooled separate accounts at end of year	2012-12-31	$28,605,724
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$24,137,276
Interest on participant loans	2012-12-31	$48,459
Interest earned on other investments	2012-12-31	$312,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$13,356,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$13,859,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$411,904
Net investment gain/loss from pooled separate accounts	2012-12-31	$4,093,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,483,330
Employer contributions (assets) at beginning of year	2012-12-31	$1,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$4,162,005
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	2012-12-31	No
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	KPMG
Accountancy firm EIN	2012-12-31	135565207
2011 : AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$3,835,249
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$3,016,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,014,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,059,677
Value of total assets at end of year	2011-12-31	$45,324,686
Value of total assets at beginning of year	2011-12-31	$44,506,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,610
Total interest from all sources	2011-12-31	$398,280
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$96,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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	$3,296,117
Participant contributions at end of year	2011-12-31	$605,292
Participant contributions at beginning of year	2011-12-31	$657,499
Participant contributions at end of year	2011-12-31	$95,854
Participant contributions at beginning of year	2011-12-31	$98,359
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$544,308
Administrative expenses (other) incurred	2011-12-31	$2,610
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	$818,628
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$45,324,686
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$44,506,058
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	$6,625,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,776,486
Value of interest in pooled separate accounts at end of year	2011-12-31	$24,137,276
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$24,090,013
Interest on participant loans	2011-12-31	$45,215
Interest earned on other investments	2011-12-31	$353,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$13,859,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$11,882,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-309,425
Net investment gain/loss from pooled separate accounts	2011-12-31	$-410,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$219,252
Employer contributions (assets) at end of year	2011-12-31	$1,199
Employer contributions (assets) at beginning of year	2011-12-31	$837
Income. Dividends from common stock	2011-12-31	$96,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,014,011
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	2011-12-31	No
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	KPMG
Accountancy firm EIN	2011-12-31	135565207
2010 : AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$8,062,228
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,601,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,598,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,693,705
Value of total assets at end of year	2010-12-31	$44,506,058
Value of total assets at beginning of year	2010-12-31	$39,045,174
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,867
Total interest from all sources	2010-12-31	$390,980
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$89,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$89,894
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
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	$3,396,419
Participant contributions at end of year	2010-12-31	$657,499
Participant contributions at beginning of year	2010-12-31	$666,958
Participant contributions at end of year	2010-12-31	$98,359
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$76,027
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$2,867
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	$5,460,884
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$44,506,058
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$39,045,174
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	$7,776,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,563,753
Value of interest in pooled separate accounts at end of year	2010-12-31	$24,090,013
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$20,703,494
Interest on participant loans	2010-12-31	$50,391
Interest earned on other investments	2010-12-31	$340,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$11,882,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$11,110,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$964,208
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,923,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$221,259
Employer contributions (assets) at end of year	2010-12-31	$837
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,598,477
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	2010-12-31	No
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	KPMG, LLP
Accountancy firm EIN	2010-12-31	135565207
2009 : AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN

2022: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – 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: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – 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: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 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 – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN DENTAL ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

036726

Policy instance

Insurance contract or identification number	036726
Number of Individuals Covered	633
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

036726

Policy instance

Insurance contract or identification number	036726
Number of Individuals Covered	608
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

036726

Policy instance

Insurance contract or identification number	036726
Number of Individuals Covered	624
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

036726

Policy instance

Insurance contract or identification number	036726
Number of Individuals Covered	630
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

036726

Policy instance

Insurance contract or identification number	036726
Number of Individuals Covered	624
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

036726

Policy instance

Insurance contract or identification number	036726
Number of Individuals Covered	612
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

36726-001

Policy instance

Insurance contract or identification number	36726-001
Number of Individuals Covered	579
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

36726-001

Policy instance

Insurance contract or identification number	36726-001
Number of Individuals Covered	576
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

36726-001

Policy instance

Insurance contract or identification number	36726-001
Number of Individuals Covered	574
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

36726-001

Policy instance

Insurance contract or identification number	36726-001
Number of Individuals Covered	566
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

36726-001

Policy instance

Insurance contract or identification number	36726-001
Number of Individuals Covered	557
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

36726-001

Policy instance

Insurance contract or identification number	36726-001
Number of Individuals Covered	565
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 $0
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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Company Name:	AMERICAN DENTAL ASSOCIATION
Employer identification number (EIN):	360724690
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2008-09-25
Company Identification Number:	0801033185
Legal Registered Office Address:	211 E CHICAGO AVE FL 19 CHICAGO United States of America (USA) 60611