Employers › Delta Dental Plan of Michigan
Recordkeeping fees per participant · Delta Dental Plan of Michigan Employees' 401(k) Plan · plan year 2024
$23.80
Higher than 21% of the 5,847 plans $50 to 250M that report it.
= $29,369 / 1,234
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002151201NAL0000415123001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002151201NAL0000415123001, received 2025-10-02
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-02.
Administrative expenses excluding investment management, per participant
$23.80
Higher than 14% of the 8,758 plans $50 to 250M that report it.
= $29,369 / 1,234
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002151201NAL0000415123001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002151201NAL0000415123001, received 2025-10-02
Administrative expenses per participant
$23.80
Higher than 8% of the 9,042 plans $50 to 250M that report it.
= $29,369 / 1,234
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002151201NAL0000415123001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002151201NAL0000415123001, received 2025-10-02
Administrative expenses as a share of assets
0.028%
Higher than 12% of the 9,049 plans $50 to 250M that report it.
= $29,369 / $106,273,370
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002151201NAL0000415123001, received 2025-10-02
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002151201NAL0000415123001, received 2025-10-02
Employer contributions per participant
$959
Higher than 10% of the 9,105 plans $50 to 250M that report it.
= $1,183,129 / 1,234
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002151201NAL0000415123001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002151201NAL0000415123001, received 2025-10-02
Employer share of total contributions
12.4%
Higher than 6% of the 9,112 plans $50 to 250M that report it.
= $1,183,129 / $9,544,577
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002151201NAL0000415123001, received 2025-10-02
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002151201NAL0000415123001, received 2025-10-02
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251002151201NAL0000415123001, received 2025-10-02
| Field | Value | Source |
|---|---|---|
| Plan sponsor | DELTA DENTAL PLAN OF MICHIGAN, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Plan name | DELTA DENTAL PLAN OF MICHIGAN EMPLOYEES' 401K PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Sponsor EIN / plan number | 38-1791480 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Sponsor location | OKEMOS, MI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Industry (business code) | 524290, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Filing received | 2025-10-02 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Participants, beginning of year | 1,341 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Active participants | 1,191 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Participants, end of year | 1,360 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Participants with an account balance | 1,234 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Total assets, beginning of year | $91,765,523 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Total assets, end of year | $106,273,370 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Net assets, end of year | $106,273,370 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Total income | $22,548,274 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Net income | $14,507,847 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Employer contributions | $1,183,129 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Participant contributions | $7,339,876 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Other contributions (incl. rollovers) | $1,021,572 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Total contributions | $9,544,577 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Benefit payments | $8,011,058 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Total expenses (incl. benefit payments) | $8,040,427 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Total administrative expenses | $29,369 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Recordkeeping fees | $29,369 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Administrative expenses excluding investment management | $29,369 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Held in mutual funds | $98,319,320 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251002151201NAL0000415123001, received 2025-10-02 |
| Independent auditor | PLANTE & MORAN, PLLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251002151201NAL0000415123001, received 2025-10-02 |
Position = column in the DOL layout for form year 2024. Filing 20251002151201NAL0000415123001, received 2025-10-02.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| USI CONSULTING GROUPrecordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 50 Direct payment from the plan | $29,369 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251002151201NAL0000415123001, received 2025-10-02.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $91,765,523 | $106,273,370 | 15.8% |
| Participants with a balance | 1,197 | 1,234 | 3.1% |
| Administrative expenses | $27,932 | $29,369 | 5.1% |
| Recordkeeping fees per participant | $23.34 | $23.80 | 2.0% |
| Employer contributions | $804,704 | $1,183,129 | 47.0% |
Prior filing 20240927141908NAL0001111971001, received 2024-09-27; the plan years are contiguous.
Sponsor name as filed: DELTA DENTAL PLAN OF MICHIGAN, INC.; SEC registrant: Delta Dental Plan of Michigan, Inc. (CIK 1552918, matched by EIN).