Plan Snapshot
- Plan Sponsor: Board Of Trustees Ma State Health Care Professionals' Dental Fund
- Sponsor EIN: 042946668
- Sponsor Address: AMALGAMATED EMPLOYEE BENEFITS ADMIN, WHITE PLAINS, NY, 10604
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 4,338
- Total Assets: $21.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,338 | $21.9M | $3.1M | $1.4M |
| 2023 | 4,097 | $20.2M | $2.7M | $1.4M |
| 2022 | 3,906 | $18.8M | $2.8M | $1.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | Other Service Provider | $265,905 | — | $265,905 |
| DELTA DENTAL | Other Service Provider | $190,340 | — | $190,340 |
| THE SEGAL COMPANY | Other Service Provider | $65,500 | — | $65,500 |
| NATIXIS INVESTMENT MANAGERS | Other Service Provider | $44,584 | — | $44,584 |
| TORTOISE INVESTMENT MANAGEMENT, LLC | Other Service Provider | $43,241 | — | $43,241 |
| ANCHOR CAPITAL ADVISORS, INC | Other Service Provider | $34,713 | — | $34,713 |
| SEGAL ROITMAN, LLP | Other Service Provider | $20,834 | — | $20,834 |
| NOVAK FRANCELLA LLC | Auditor | $13,650 | — | $13,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $678,767
- Estimated Expense Ratio: 3.093% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $752,968 | $118,099 | $456,245 | $13,650 | — |
| 2023 | $692,107 | $107,898 | $447,135 | $13,150 | — |
| 2022 | $679,286 | $118,697 | $422,365 | — | $84,665 |