Plan Snapshot
- Plan Sponsor: Ohio Dental Association Services Corporation
- Sponsor EIN: 476503449
- Sponsor Address: 1370 DUBLIN RD, COLUMBUS, OH, 432151049
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,393
- Total Assets: $11.5M
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 | 1,393 | $11.5M | $0 | $0 |
| 2024 | 1,384 | $10.9M | $18.9M | $0 |
| 2023 | 1,502 | $9.4M | $19.0M | $0 |
| 2022 | 1,597 | $8.7M | $18.4M | $0 |
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 |
|---|---|---|---|---|
| OHIO DENTAL ASSOC SERVICES CORP | Other Service Provider | $1,575,898 | — | $1,575,898 |
| MEDICAL MUTUAL SERVICES | Recordkeeper | $1,458,293 | — | $1,458,293 |
| LEWIS & ELLIS | Actuary | $188,038 | — | $188,038 |
| MRJ ACCOUNTING | Other Service Provider | $48,000 | — | $48,000 |
| BENNETT THRASHER LLP | Auditor | $41,737 | — | $41,737 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,311,966
- Estimated Expense Ratio: 28.703% 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 | $19,120,319 | — | $839,586 | $41,737 | — |
| 2024 | $2,874,979 | — | $879,606 | $38,168 | — |
| 2023 | $3,084,904 | — | $852,360 | $35,123 | — |
| 2022 | $3,115,823 | — | $2,794,080 | — | $207,792 |