Plan Snapshot
- Plan Sponsor: Dental Practice Consortium
- Sponsor EIN: 932728089
- Sponsor Address: 550 WEST NORTH STREET, INDIANAPOLIS, IN, 46202
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,738
- Total Assets: $12.7M
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. |
|---|---|---|---|---|
| 2025 | 2,738 | $12.7M | $0 | $0 |
| 2024 | 2,740 | $11.6M | $14.5M | $550,325 |
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 |
|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | Other Service Provider | $1,214,333 | — | $1,214,333 |
| IDA INSURANCE SERVICES | Recordkeeper | $233,002 | — | $233,002 |
| EMPYREAN BENEFIT SOLUTION INC | Other Service Provider | $169,000 | — | $169,000 |
| BROWN & BROWN OF INDIANA INC | Other Service Provider | $92,303 | — | $92,303 |
| RISK STRATEGIES CONSULTING INC | Other Service Provider | $85,667 | — | $85,667 |
| NONPROFIT FINANCIAL SOLUTIONS PC | Other Service Provider | $67,031 | — | $67,031 |
| JONATHAN MAYO | Other Service Provider | $45,000 | — | $45,000 |
| FIRST STOP HEALTH LLC | Other Service Provider | $33,341 | — | $33,341 |
| BOSE MCKINNEY & EVANS LLP | ERISA Attorney | $29,096 | — | $29,096 |
| BRADY WARE & SCHOENFELD INC | Auditor | $23,030 | — | $23,030 |
| RX BENEFITS | Other Service Provider | $11,959 | — | $11,959 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,003,762
- Estimated Expense Ratio: 15.768% 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 |
|---|---|---|---|---|---|
| 2025 | $15,805,495 | $22,688 | $1,585,267 | $23,030 | — |
| 2024 | $2,112,710 | $25,388 | $1,875,513 | $21,420 | — |