DELTA DENTAL OF CALIFORNIA: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DELTA DENTAL OF CALIFORNIA (EIN 94-1461312)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202423129349300327
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T07:06:12-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341851358 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 HOWELL ROAD SUITE 209 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941461312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELTA DENTAL OF CALIFORNIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELT | BusinessNameControlTxt |
| Phone | 4159728300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 MISSION STREET STE 1300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA F WEBER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4159748577 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLIE A LANFORD | PreparerPersonNm |
| PTIN | P00538614 | PTIN |
| Phone | 8642412001 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALICIA F WEBER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 MISSION STREET STE 1300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,645,772,100 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.DELTADENTALINS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE DENTAL HEALTH AND ACCESS THROUGH EXCEPTIONAL DENTAL BENEFITS, SERVICE, TECHNOLOGY AND PROFESSIONAL SUPPORT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 2212 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $1,284,409 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $86,220 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,728,676,235 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,003,378,013 | CYProgramServiceRevenueAmt |
| PY Investment Income | $53,932,315 | PYInvestmentIncomeAmt |
| CY Investment Income | $86,222,865 | CYInvestmentIncomeAmt |
| PY Other Revenue | $53,359,488 | PYOtherRevenueAmt |
| CY Other Revenue | $48,179,348 | CYOtherRevenueAmt |
| PY Total Revenue | $5,835,968,038 | PYTotalRevenueAmt |
| CY Total Revenue | $6,137,780,226 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,456,765 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,617,650 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $4,794,058,788 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $5,055,597,656 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $404,208,374 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $414,572,661 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $291,003,273 | PYOtherExpensesAmt |
| CY Other Expenses | $341,047,358 | CYOtherExpensesAmt |
| PY Total Expenses | $5,516,727,200 | PYTotalExpensesAmt |
| CY Total Expenses | $5,833,835,325 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $319,240,838 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $303,944,901 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,585,172,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,003,642,847 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,112,823,411 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,154,499,904 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,472,349,369 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,849,142,943 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ADVANCE DENTAL HEALTH AND ACCESS THROUGH EXCEPTIONAL DENTAL BENEFITS, SERVICE, TECHNOLOGY AND PROFESSIONAL SUPPORT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,719,322,688 | ExpenseAmt |
| Revenue | $6,136,495,817 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDED DENTAL BENEFIT COVERAGE FOR 27,821,000 BENEFICIARIES IN 2023, PRIMARILY THROUGH CONTRACTS WITH INDEPENDENT DENTISTS. INCLUDED WERE PUBLICLY SPONSORED DENTAL BENEFIT PROGRAMS ADMINISTERED BY THE ORGANIZATION, AS WELL AS 1,232,000 ENROLLED IN THE FEDERAL EMPLOYEES DENTAL AND VISION INSURANCE PROGRAM (FEDVIP). THE ORGANIZATION PAID MORE THAN $5.1 BILLION FOR DENTAL CARE DURING 2023. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,617,650 | ExpenseAmt |
| Grant | $22,617,650 | GrantAmt |
| Desc | THE ORGANIZATION MADE GRANTS DURING 2023 TO FOSTER IMPROVED ACCESS TO DENTAL HEALTH CARE TREATMENT, TO SUPPORT PROFESSIONAL DENTAL EDUCATION, AND TO PROVIDE ORAL HEALTH INSTRUCTION FOR PATIENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,741,940,338 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 110798 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2212 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICIA F WEBER CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159748577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 MISSION STREET STE 1300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CASTRO MICHAEL J | ||||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 10.00 | Yes (X) | $6,909,365 | $0 | $262,132 | ||||
| JACKSON KEVIN | ||||||||||
| EXECUTIVE VICE PRESIDENT/CHIEF GROWTH OFFICER | 0.00 | $4,160,020 | $0 | $16,795 | Yes (X) | |||||
| CHAVARRIA SARAH M | ||||||||||
| PRESIDENT | 40.00 | 10.00 | Yes (X) | $3,084,552 | $0 | $66,709 | ||||
| WEBER ALICIA F | ||||||||||
| EXECUTIVE VICE PRESIDENT CHIEF FINANCIAL OFFICER | 40.00 | 10.00 | Yes (X) | $2,737,332 | $0 | $74,060 | ||||
| HANKINSON MICHAEL G | ||||||||||
| EXECUTIVE VICE PRESIDENT CHIEF LEGAL OFFICER | 40.00 | 10.00 | Yes (X) | $2,237,025 | $0 | $55,810 | ||||
| TITCOMBE DOMINIC | ||||||||||
| EXECUTIVE VICE PRESIDENT/CHIEF INFORMATION OFFICER | 40.00 | 10.00 | Yes (X) | $1,918,394 | $0 | $66,709 | ||||
| RUIZ JOSEPH F | ||||||||||
| VICE PRESIDENT GROWTH STRATEGY BUSINESS DEVELOPMEN | 40.00 | 10.00 | $1,771,366 | $0 | $35,227 | Yes (X) | ||||
| NAVID MOHAMMADREZA | ||||||||||
| SENIOR VICE PRESIDENT CHIEF NETWORK & BUS DEVLPMT | 40.00 | 10.00 | $1,280,602 | $0 | $79,051 | Yes (X) | ||||
| SHERMAN BRIAN | ||||||||||
| SENIOR VICE PRESIDENT CHIEF PEOPLE OFFICER | 40.00 | 10.00 | $1,110,784 | $0 | $58,082 | Yes (X) | ||||
| MANOWSKI MICHAEL | ||||||||||
| SENIOR VICE PRESIDENT CHIEF TECHNOLOGY OFFICER | 40.00 | 10.00 | $1,041,871 | $0 | $52,395 | Yes (X) | ||||
| LEIBOWITZ THOMAS J | ||||||||||
| SENIOR VICE PRESIDENT CHIEF ACTUARY | 40.00 | 10.00 | $1,001,713 | $0 | $54,612 | Yes (X) | ||||
| SCHROEDER KURT GRAY | ||||||||||
| SENIOR VICE PRESIDENT CHIEF MARKETING & COMMS OFFI | 40.00 | 10.00 | $923,265 | $0 | $61,965 | Yes (X) | ||||
| FEGLEY ANDREA M | ||||||||||
| SENIOR VICE PRESIDENT LEGAL AFFAIRS | 40.00 | 10.00 | $907,639 | $0 | $54,582 | Yes (X) | ||||
| PARKER EARL JR | ||||||||||
| SENIOR VICE PRESIDENT CUSTOMER OPERATIONS | 10.00 | 40.00 | $0 | $796,756 | $55,490 | Yes (X) | ||||
| BALTIS THOMAS | ||||||||||
| VICE PRESIDENT CHIEF INFORMATION SECURITY OFFICER | 40.00 | 10.00 | $764,624 | $0 | $45,325 | Yes (X) | ||||
| SHEETZ MARTY A | ||||||||||
| VICE PRESIDENT BUSINESS IMPLEMENTATION & CLAIMS OP | 40.00 | 10.00 | $746,556 | $0 | $50,458 | Yes (X) | ||||
| CROLEY DANIEL W | ||||||||||
| VICE PRESIDENT CHIEF DENTAL OFFICER | 40.00 | 10.00 | $715,567 | $0 | $80,564 | Yes (X) | ||||
| GOLDMAN EDWARD L JR | ||||||||||
| VICE PRESIDENT INFRASTRUCTURE ENGINEERING | 40.00 | 10.00 | $708,572 | $0 | $56,483 | Yes (X) | ||||
| PARTHASARATHY SRIPADH | ||||||||||
| VICE PRESIDENT IT DEVELOPMENT | 40.00 | 10.00 | $696,773 | $0 | $64,829 | Yes (X) | ||||
| MACGILVRAY JENNIFER | ||||||||||
| SENIOR VICE PRESIDENT QUALITY CARE AND CLAIMS | 10.00 | 40.00 | $0 | $692,106 | $64,823 | Yes (X) | ||||
| ALBUM JEFFREY M | ||||||||||
| VICE PRESIDENT PUBLIC & GOVERNMENT AFFAIRS | 40.00 | 10.00 | $674,756 | $0 | $79,907 | Yes (X) | ||||
| TODI HEMANT | ||||||||||
| VICE PRESIDENT DATA ANALYTICS AND INSIGHTS | 40.00 | 10.00 | $687,083 | $0 | $61,913 | Yes (X) | ||||
| MANER MICHAEL | ||||||||||
| VICE PRESIDENT SALES | 10.00 | 40.00 | $0 | $671,844 | $64,622 | Yes (X) | ||||
| NAKAHARA EARL | ||||||||||
| VICE PRESIDENT RISK, ETHICS AND COMPLIANCE | 40.00 | 10.00 | $650,875 | $0 | $61,921 | Yes (X) | ||||
| SBRAGIA RICHARD J | ||||||||||
| VICE PRESIDENT FINANCE - FINANCIAL OPERATIONS | 40.00 | 10.00 | $659,505 | $0 | $50,464 | Yes (X) | ||||
| SANCHEZ WALTER | ||||||||||
| VICE PRESIDENT INTERNAL AUDIT | 40.00 | 10.00 | $633,613 | $0 | $72,236 | Yes (X) | ||||
| SWAMINATHAN SHANMUGA S | ||||||||||
| VICE PRESIDENT ENTERPRISE ARCHITECTURE | 40.00 | 10.00 | $628,991 | $0 | $57,403 | Yes (X) | ||||
| THOLIA ASHISH | ||||||||||
| SENIOR DIRECTOR STRATEGY BUSINESS DEVELOPMENT | 40.00 | 10.00 | $648,992 | $0 | $32,470 | Yes (X) | ||||
| MARTEL LORI ANN | ||||||||||
| VICE PRESIDENT PRODUCT | 0.00 | $637,494 | $0 | $0 | Yes (X) | |||||
| O'TOOLE KEVIN M | ||||||||||
| DIRECTOR SALES | 40.00 | 10.00 | $557,179 | $0 | $71,631 | Yes (X) | ||||
| STEELE CHRISTINA | ||||||||||
| SENIOR DIRECTOR LEGAL SERVICES, SR ASSOCIATE GENER | 40.00 | 10.00 | $503,084 | $0 | $66,322 | Yes (X) | ||||
| STIAK MATTHEW | ||||||||||
| DIRECTOR CYBER RISK OPERATIONS AND EVENT MANAGEMEN | 40.00 | 10.00 | $475,957 | $0 | $34,880 | Yes (X) | ||||
| KAPLAN GREGORY D DDS | ||||||||||
| DIRECTOR | 5.00 | 0.00 | $308,360 | $0 | $0 | Yes (X) | ||||
| YODOWITZ HEIDI | ||||||||||
| CHAIR | 5.00 | 0.00 | Yes (X) | $241,771 | $0 | $0 | Yes (X) | |||
| BERGERT GLEN F | ||||||||||
| SECOND VICE CHAIR | 5.00 | 2.00 | Yes (X) | $184,500 | $35,000 | $0 | Yes (X) | |||
| O'TOOLE TERRY A | ||||||||||
| DIRECTOR | 5.00 | 0.00 | $186,775 | $0 | $0 | Yes (X) | ||||
| GONELLA ROY A | ||||||||||
| FIRST VICE CHAIR | 5.00 | 0.00 | Yes (X) | $156,774 | $0 | $0 | Yes (X) | |||
| MCCANN STEVEN F | ||||||||||
| DIRECTOR | 5.00 | 0.00 | $156,774 | $0 | $0 | Yes (X) | ||||
| REID ANDREW J | ||||||||||
| DIRECTOR | 5.00 | 0.00 | $140,274 | $0 | $0 | Yes (X) | ||||
| FRANZOI LYNN L | ||||||||||
| DIRECTOR | 5.00 | 0.00 | $138,364 | $0 | $0 | Yes (X) | ||||
| LAMB JAY C DMD | ||||||||||
| DIRECTOR | 5.00 | 0.00 | $138,274 | $0 | $0 | Yes (X) | ||||
| ALLFORD ROBERT ALLAN | ||||||||||
| DIRECTOR | 5.00 | 0.00 | $136,000 | $0 | $0 | Yes (X) | ||||
| LAW IAN | ||||||||||
| DIRECTOR | 5.00 | 0.00 | $114,000 | $0 | $0 | Yes (X) | ||||
| PICKERING STEPHEN R DDS | ||||||||||
| DIRECTOR | 5.00 | 0.00 | $113,274 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $41,488,689 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,195,706 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,009,870 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1096 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ELEVATED RESOURCES INC | |||||
| 3990 WESTERLY PL STE 270 | NEWPORT BEACH | CA | 92660 | CONSULTING SERVICES | $44,602,414 |
| QUALFON DATA SERVICES GROUP LLC | |||||
| 13700 OAKLAND AVE | HIGHLAND PARK | MI | 48203 | CONSULTING SERVICES | $9,688,041 |
| DXC TECHNOLOGY SERVICES LLC | |||||
| PO BOX 740868 | ATLANTA | GA | 30374 | CONSULTING SERVICES | $8,562,592 |
| ALITHYA FINANCIAL SOLUTIONS INC | |||||
| 2500 NORTHWINDS PKWY STE 600 | ALPHARETTA | GA | 30009 | CONSULTING SERVICES | $8,530,366 |
| ORACLE AMERICA INC | |||||
| PO BOX 44471 | SAN FRANCISCO | CA | 94144 | CONSULTING SERVICES | $8,127,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 178 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROFESSIONAL SERVICES | 524114 | $5,249,973,365 | $5,249,973,365 |
| FEES & CONTRACTS FROM GOVERNMENT | 524114 | $753,404,648 | $753,404,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,003,378,013 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,070,959 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $90,070,959 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $504,143,780 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $507,991,874 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,848,094 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,848,094 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$3,848,094 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INCOME/LOSS FROM SUBSIDIARIES | 524298 | $45,331,124 | $44,046,715 | $1,284,409 |
| OTHER REVENUE | 524298 | $63,685 | $63,685 | |
| MISC EXPENSES | 524298 | -$6,714,141 | -$6,714,141 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,498,680 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,498,680 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $48,179,348 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,137,780,226 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,136,495,817 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,284,409 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,617,650 | TotalAmt |
| Program Services | $22,617,650 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,055,597,656 | TotalAmt |
| Program Services | $5,055,597,656 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,752,986 | TotalAmt |
| Management And General | $37,752,986 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,066,646 | TotalAmt |
| Program Services | $258,442,192 | ProgramServicesAmt |
| Management And General | $28,624,454 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,852,616 | TotalAmt |
| Program Services | $25,188,983 | ProgramServicesAmt |
| Management And General | $2,663,633 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,024,538 | TotalAmt |
| Program Services | $41,479,695 | ProgramServicesAmt |
| Management And General | $4,544,843 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,875,875 | TotalAmt |
| Program Services | $14,207,694 | ProgramServicesAmt |
| Management And General | $1,668,181 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,375,513 | TotalAmt |
| Program Services | $7,360,414 | ProgramServicesAmt |
| Management And General | $15,099 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,354,975 | TotalAmt |
| Program Services | $769,070 | ProgramServicesAmt |
| Management And General | $585,905 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,421,298 | TotalAmt |
| Program Services | $2,421,298 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,548,122 | TotalAmt |
| Program Services | $9,548,122 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,727,002 | TotalAmt |
| Program Services | $21,502,957 | ProgramServicesAmt |
| Management And General | $224,045 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,938,902 | TotalAmt |
| Program Services | $58,624,310 | ProgramServicesAmt |
| Management And General | $2,314,592 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,306,324 | TotalAmt |
| Program Services | $17,273,821 | ProgramServicesAmt |
| Management And General | $32,503 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,142,144 | TotalAmt |
| Program Services | $17,133,566 | ProgramServicesAmt |
| Management And General | $2,008,578 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,223,751 | TotalAmt |
| Program Services | $3,634,754 | ProgramServicesAmt |
| Management And General | $2,588,997 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,889,624 | TotalAmt |
| Program Services | $1,003,346 | ProgramServicesAmt |
| Management And General | $886,278 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,540,313 | TotalAmt |
| Program Services | $8,540,313 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,983,583 | TotalAmt |
| Program Services | $32,002,492 | ProgramServicesAmt |
| Management And General | $981,091 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,752,940 | TotalAmt |
| Program Services | $3,599,007 | ProgramServicesAmt |
| Management And General | $153,933 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BROKER FEES | $55,385,012 | $55,385,012 | |
| OUTSIDE SERVICES | $41,439,166 | $40,619,270 | $819,896 |
| CONSULTANT FEES | $26,195,554 | $23,495,667 | $2,699,887 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,823,135 | TotalAmt |
| Program Services | $21,493,049 | ProgramServicesAmt |
| Management And General | $3,330,086 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,833,835,325 | TotalAmt |
| Program Services | $5,741,940,338 | ProgramServicesAmt |
| Management And General | $91,894,987 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$64,632,111 | BOYAmt |
| EOY | $33,177,119 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,261,493 | BOYAmt |
| EOY | $299,932,692 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,715,672 | BOYAmt |
| EOY | $432,521,584 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,973,163 | BOYAmt |
| EOY | $168,390,011 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,267,093 | BOYAmt |
| EOY | $61,073,372 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $353,091,160 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $188,898,966 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,282,151 | BOYAmt |
| EOY | $164,192,194 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,681,390,167 | BOYAmt |
| EOY | $1,786,698,145 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $864,371,501 | BOYAmt |
| EOY | $996,177,106 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,543,651 | BOYAmt |
| EOY | $61,480,624 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,585,172,780 | BOYAmt |
| EOY | $4,003,642,847 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,836,255 | BOYAmt |
| EOY | $641,749,163 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,189,751 | BOYAmt |
| EOY | $46,506,429 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,797,405 | BOYAmt |
| EOY | $466,244,312 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,112,823,411 | BOYAmt |
| EOY | $1,154,499,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,472,349,369 | BOYAmt |
| EOY | $2,849,142,943 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,472,349,369 | BOYAmt |
| EOY | $2,849,142,943 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,585,172,780 | BOYAmt |
| EOY | $4,003,642,847 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $303,944,901 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $74,834,529 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,985,856 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,637,477 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,213,211 | DepreciationAmt |
| Book Value | $23,424,266 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,072,570 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,565,027 | DepreciationAmt |
| Book Value | $17,507,543 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $234,381,113 | OtherCostOrOtherBasisAmt |
| Depreciation | $111,120,728 | DepreciationAmt |
| Book Value | $123,260,385 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $164,192,194 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT - OTHER SECURITIES | Desc |
| Book Value | $996,177,106 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $996,177,106 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED RETIREMENT BENEFITS | $31,554,216 |
| DEFERRED COMPENSATION PLANS | $7,507,519 |
| GROUP PREFUNDING DEPOSITS | $14,151,147 |
| REFUNDABLE BALANCES | $313,043,623 |
| DUE TO AFFILIATES | $37,386,367 |
| LONG-TERM LEASE LIABILITY | $62,601,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $466,244,312 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,333,535,769 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $74,834,529 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $74,834,529 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,258,701,240 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,879,078,986 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,879,078,986 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,137,780,226 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,955,022,721 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,955,022,721 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,878,812,604 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,878,812,604 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,833,835,325 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE COMPANY IS A TAX-EXEMPT ORGANIZATION ORGANIZED UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE AND, AS SUCH, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. CURRENT ACCOUNTING GUIDANCE CLARIFIES HOW UNCERTAINTIES IN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. POSITIONS INCLUDE THOSE WITH RESPECT TO THE COMPANY'S TAX EXEMPT STATUS AND WITH RESPECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE COMPANY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN UNCERTAINTIES REQUIRING RECOGNITION. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ADMINISTRATIVE SERVICE CONTRACTS CLAIM REIMBURSEMENT REVENUE INVESTMENT EXPENSES UNRELATED BUSINESS INCOME |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CLAIMS INCURRED FOR ADMINISTRATIVE SERVICE CONTRACTS INVESTMENT EXPENSES UNRELATED BUSINESS EXPENSE |
| PART X, LINE 1, (5) REFUNDABLE BALANCES: | ON MARCH 11, 2020, THE WORLD HEALTH ORGANIZATION DECLARED A NOVEL STRAIN OF CORONAVIRUS (COVID-19) AS A GLOBAL PANDEMIC. THE COVID-19 OUTBREAK HAS CAUSED BUSINESS DISRUPTION THROUGH MANDATED AND VOLUNTARY CLOSINGS OF BUSINESSES AND SHELTER IN PLACE ORDERS. THESE DISRUPTIONS IMPACTED OUR CUSTOMERS' ABILITY TO OBTAIN DENTAL SERVICES. THE COMPANY HAS TAKEN A POSITION AND COMMITTED TO ITS CUSTOMERS, PROVIDERS, AND REGULATORS TO NOT EXCESSIVELY PROFIT FROM THE PANDEMIC. TO THIS END, IN 2020, THE COMPANY ESTABLISHED ESTIMATED RESERVES REPRESENTING EXCESS UNDERWRITING GAINS IN THE AMOUNT OF $231.3 MILLION. DURING 2021 THROUGH 2023, RESERVE AMOUNTS WERE USED TO SUPPORT CUSTOMERS THROUGH ONGOING PAYMENT RELIEF AND OTHER PROGRAMS. ALL RESERVES HAVE BEEN EXHAUSTED AS OF DECEMBER 31, 2023. IN ADDITION, CERTAIN CONTRACTS PROVIDE THAT PREMIUMS RECEIVED IN EXCESS OF CLAIMS INCURRED AND ADMINISTRATIVE FEES ARE EITHER REFUNDABLE TO THE GROUPS AT THE EXPIRATION OF THE AGREEMENTS OR APPLIED AGAINST FUTURE PREMIUM PAYMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | 942960297 | 501 (C) (3) | $10,000 | $0 | CORPORATE GIVING |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | 501 (C) (3) | $30,000 | $0 | 2023 SACRAMENTO HEART & STROKE WALK |
| AMERICAN ONLINE GIVING FOUNDATION INC | ||||||||
| PO BOX 645725 | PITTSBURGH | PA | 152645255 | 810739440 | 501 (C) (3) | $325,398 | $0 | DDC EMPLOYEE SEEDING |
| AMERICAN RED CROSS INC | ||||||||
| 1663 MARKET ST | SAN FRANCISCO | CA | 94103 | 530196605 | 501 (C) (3) | $100,000 | $0 | 2023 GALA SPONSORSHIP |
| ASIAN ART MUSEUM FOUNDATION | ||||||||
| 200 LARKIN ST | SAN FRANCISCO | CA | 94102 | 941704765 | 501 (C) (3) | $6,000 | $0 | CORPORATE MEMBERSHIP 2023-24 |
| BLUE STAR FAMILIES INC | ||||||||
| 515 VERBENA CT | ENCINITAS | CA | 92024 | 800369895 | 501 (C) (3) | $45,000 | $0 | CONTRIBUTION BLUE STAR FAMILIES CELEBRATION 2023 & CAREER PROGRAM |
| CALIFORNIA PAN-ETHNIC HEALTH NETWORK | ||||||||
| 1221 PRESERVATION PARK WAY STE 200 | OAKLAND | CA | 94612 | 943306223 | 501 (C) (3) | $15,000 | $0 | VOICES FOR CHANGE HEALTH EQUITY CONFERENCE |
| CONSERVATION SOCIETY OF CALIFORNIA | ||||||||
| PO BOX 5238 | OAKLAND | CA | 94605 | 941687847 | 501 (C) (3) | $7,500 | $0 | WALK IN THE WILD |
| CURE TAY-SACHS FOUNDATION INC | ||||||||
| 2409 E LUKE AVE | PHOENIX | AZ | 85016 | 260256621 | 501 (C) (3) | $8,000 | $0 | TAKE A HIKE TAY SACHS 2024 |
| CURRY SENIOR CENTER | ||||||||
| 333 TURK ST | SAN FRANCISCO | CA | 94102 | 237362588 | 501 (C) (3) | $15,000 | $0 | CORPORATE SPONSORSHIP |
| DELTA DENTAL COMMUNITY CARE FOUNDATION | ||||||||
| 560 MISSION ST STE 1300 | SAN FRANCISCO | CA | 94105 | 371570764 | 501 (C) (3) | $21,478,707 | $0 | ENTERPRISE CONTRIBUTION TO DDCCF |
| DISABLED AMERICAN VETERANS | ||||||||
| 860 DOLWICK DR | ERLANGER | KY | 41018 | 310263158 | 501 (C) (4) | $50,000 | $0 | 2023 WINTER SPORTS CLINIC SPONSORSHIP |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK ST SUITE 700 | CHICAGO | IL | 60601 | 363673599 | 501 (C) (3) | $6,000 | $0 | CONTRIBUTION |
| GOLD STAR SPOUSES OF THE UNITED STATES INC | ||||||||
| 5000 MORNING SPLASH AVE | LAS VEGAS | NV | 89131 | 871792320 | 501 (C) (3) | $20,000 | $0 | CONTRIBUTION |
| HENRY M JACKSON FOUNDATION | ||||||||
| 6720 A ROCKLEDGE DR STE 100 | BETHESDA | MD | 20817 | 521317896 | 501 (C) (3) | $10,000 | $0 | CONTRIBUTION |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK | ||||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | 204374795 | 501 (C) (3) | $35,000 | $0 | HOLIDAY FOOD DRIVE SPONSORSHIP |
| LABOR FOUNDATION FOR UNION WORKERS | ||||||||
| 240 SOUTH MARKET ST | SAN JOSE | CA | 951132382 | 475183726 | 501 (C) (3) | $5,100 | $0 | GOLD SPONSORSHIP |
| LOVEALL FOUNDATION FOR CHILDREN | ||||||||
| 4120 DOUGLAS BLVD 306-304 | GRANITE BAY | CA | 95746 | 680435070 | 501 (C) (3) | $6,000 | $0 | DIAMOND SPONSORSHIP CHALLENGE CHARITY GOLF EVENT |
| MEALS ON WHEELS SAN FRANCISCO | ||||||||
| 2142 JERROLD AVE | SAN FRANCISCO | CA | 94124 | 941741155 | 501 (C) (3) | $40,000 | $0 | STAR CHEFS & VINTNERS GALA |
| MILITARY OFFICERS ASSOCIATION OF AMERICA | ||||||||
| 201 N WASHINGTON ST | ALEXANDRIA | VA | 223142539 | 464219250 | 501 (C) (3) | $28,600 | $0 | CONTRIBUTION FOR CAREER FAIR & GOLFER SPONSORSHIP |
| NATIONAL MILITARY FAMILY ASSOCIATION | ||||||||
| 2800 EISENHOWER AVE STE 250 | ALEXANDRIA | VA | 22314 | 520899384 | 501 (C) (3) | $25,000 | $0 | OPERATION PURPLE CAMPS |
| OUTWARD BOUND INC | ||||||||
| 1133 ROUTE 55 STE 10 | LAGRANGEVILLE | NY | 125405052 | 042375956 | 501 (C) (3) | $30,000 | $0 | CONTRIBUTION FOR VETERAN OUTDOOR TRN'G SYMPOSIUM |
| PETS FOR VETS INC | ||||||||
| 560 IRIS WAY | HAMPSTEAD | NC | 284432966 | 271250302 | 501 (C) (3) | $6,000 | $0 | CONTRIBUTION |
| RAPHAEL HOUSE OF SAN FRANCISCO INC | ||||||||
| 1065 SUTTER ST | SAN FRANCISCO | CA | 94109 | 943141608 | 501 (C) (3) | $10,000 | $0 | 2023 GALA |
| RICHMONDERMET AID FOUNDATION | ||||||||
| 447 SUTTER ST STE 714 | SAN FRANCISCO | CA | 94108 | 943232222 | 501 (C) (3) | $20,000 | $0 | YEAR-LONG SPONSORSHIP FOR 2023 |
| SACRAMENTO FOOD BANK & FAMILY SERVICES | ||||||||
| 1951 BELL AVE | SACRAMENTO | CA | 95838 | 943315566 | 501 (C) (3) | $17,500 | $0 | RUN TO FEED THE HUNGRY SPONSORSHIP 2023 |
| SF MARIN FOOD BANK | ||||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | 943041517 | 501 (C) (3) | $12,500 | $0 | ONE BIG TABLE SPONSORSHIP |
| SPECIAL OLYMPICS NORTHERN CALIFORNIA INC | ||||||||
| 3480 BUSKIRK AVE 340 | PLEASANT HILL | CA | 94523 | 680363121 | 501 (C) (3) | $25,000 | $0 | NOR/CAL FALL GAMES |
| ST JOHNS WELL CHILD AND FAMILY CENTER INC | ||||||||
| 808 WEST 58TH ST | LOS ANGELES | CA | 90037 | 954067758 | 501 (C) (3) | $15,000 | $0 | MOVABLE FEAST- SPONSORSHIP |
| ST VINCENT SENIOR CITIZEN NUTRITION PROGRAM INC | ||||||||
| 2303 MIRMAR ST | LOS ANGELES | CA | 90057 | 953696693 | 501 (C) (3) | $15,000 | $0 | HOLLYWOOD UNDER THE STARS |
| ST VINCENT DE PAUL SOCIETY | ||||||||
| PO BOX 150527 | SAN RAFAEL | CA | 94915 | 941207701 | 501 (C) (3) | $10,000 | $0 | PENNIES FROM HEAVEN GALA |
| TRIUMPH CANCER FOUNDATION | ||||||||
| 2443 FAIR OAKS BLVD 345 | SACRAMENTO | CA | 95825 | 453968833 | 501 (C) (3) | $15,000 | $0 | TRIUMPH UNCORKED SPONSORSHIP |
| UNIVERSITY OF FLORIDA | ||||||||
| 1250 EAST CAMPUS OFFICE BLDG | GAINESVILLE | FL | 326113200 | 596002052 | 501 (C) (3) | $10,000 | $0 | UNIVERSITY OF FLORIDA CE COURSE |
| THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | ||||||||
| 7500 CAMBRIDGE ST SUITE 6152 | HOUSTON | TX | 77054 | 741761309 | 501 (C) (3) | $10,000 | $0 | PACE CENTER: CDE EDUCATIONAL GRANT SUPPORT |
| WARRIOR EXPEDITIONS | ||||||||
| 6621 FAIRWAY VIEW | ROANOKE | VA | 24018 | 465201997 | 501 (C) (3) | $20,000 | $0 | CONTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION AWARDS GRANTS AND PROVIDES OTHER ASSISTANCE THROUGH CONTRIBUTIONS AND/OR SPONSORSHIPS FOR PROGRAMS THAT FOSTER DENTAL HEALTH AND EDUCATION, AS WELL AS COMMUNITY SUPPORT. THROUGH THESE GRANTS, CONTRIBUTIONS AND SPONSORSHIPS, THE ORGANIZATION HELPS FINANCE HEALTH, EDUCATION, AND RESEARCH PROJECTS IN DENTISTRY, HEALTH AND HUMAN SERVICES, AND CIVIC AND/OR COMMUNITY ACTIVITIES. INDIVIDUAL GRANTS, CONTRIBUTIONS AND/OR SPONSORSHIPS WILL GENERALLY NOT EXCEED $100,000 WITH EXCEPTION OF THE CONTRIBUTION MADE TO THE DELTA DENTAL COMMUNITY CARE FOUNDATION. GRANTS WILL BE LIMITED TO ONE-YEAR PROJECTS, SUBJECT TO RENEWAL. EXCEPT IN SPECIAL CASES, AN ORGANIZATION/ENTITY WILL NOT BE ELIGIBLE FOR MORE THAN ONE GRANT DURING ANY YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (38 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CASTRO MICHAEL J | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $1,423,077 | $0 | $5,037,406 | $0 | $448,882 | $0 | $230,073 | $0 | $32,059 | $0 | $7,171,497 | $0 | $0 | $0 |
| JACKSON KEVIN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT/CHIEF GROWT | $0 | $0 | $2,161,459 | $0 | $1,998,561 | $0 | $16,795 | $0 | $0 | $0 | $4,176,815 | $0 | $0 | $0 |
| CHAVARRIA SARAH M | ||||||||||||||
| PRESIDENT | $875,000 | $0 | $2,191,210 | $0 | $18,342 | $0 | $34,650 | $0 | $32,059 | $0 | $3,151,261 | $0 | $0 | $0 |
| WEBER ALICIA F | ||||||||||||||
| EXECUTIVE VICE PRESIDENT CHIEF FINAN | $848,558 | $0 | $1,821,731 | $0 | $67,043 | $0 | $57,050 | $0 | $17,010 | $0 | $2,811,392 | $0 | $0 | $0 |
| HANKINSON MICHAEL G | ||||||||||||||
| EXECUTIVE VICE PRESIDENT CHIEF LEGAL | $674,039 | $0 | $1,494,755 | $0 | $68,231 | $0 | $34,650 | $0 | $21,160 | $0 | $2,292,835 | $0 | $0 | $0 |
| TITCOMBE DOMINIC | ||||||||||||||
| EXECUTIVE VICE PRESIDENT/CHIEF INFOR | $589,231 | $0 | $1,296,017 | $0 | $33,146 | $0 | $34,650 | $0 | $32,059 | $0 | $1,985,103 | $0 | $0 | $0 |
| RUIZ JOSEPH F | ||||||||||||||
| VICE PRESIDENT GROWTH STRATEGY BUSIN | $59,878 | $0 | $0 | $0 | $1,711,488 | $0 | $31,759 | $0 | $3,468 | $0 | $1,806,593 | $0 | $0 | $0 |
| NAVID MOHAMMADREZA | ||||||||||||||
| SENIOR VICE PRESIDENT CHIEF NETWORK | $519,615 | $0 | $699,678 | $0 | $61,309 | $0 | $53,221 | $0 | $25,830 | $0 | $1,359,653 | $0 | $0 | $0 |
| SHERMAN BRIAN | ||||||||||||||
| SENIOR VICE PRESIDENT CHIEF PEOPLE O | $521,587 | $0 | $543,311 | $0 | $45,886 | $0 | $34,650 | $0 | $23,432 | $0 | $1,168,866 | $0 | $0 | $0 |
| MANOWSKI MICHAEL | ||||||||||||||
| SENIOR VICE PRESIDENT CHIEF TECHNOLO | $463,739 | $0 | $566,818 | $0 | $11,314 | $0 | $34,650 | $0 | $17,745 | $0 | $1,094,266 | $0 | $0 | $0 |
| LEIBOWITZ THOMAS J | ||||||||||||||
| SENIOR VICE PRESIDENT CHIEF ACTUARY | $414,712 | $0 | $512,874 | $0 | $74,127 | $0 | $37,801 | $0 | $16,811 | $0 | $1,056,325 | $0 | $0 | $0 |
| SCHROEDER KURT GRAY | ||||||||||||||
| SENIOR VICE PRESIDENT CHIEF MARKETIN | $429,423 | $0 | $485,886 | $0 | $7,956 | $0 | $34,650 | $0 | $27,315 | $0 | $985,230 | $0 | $0 | $0 |
| FEGLEY ANDREA M | ||||||||||||||
| SENIOR VICE PRESIDENT LEGAL AFFAIRS | $409,615 | $0 | $490,135 | $0 | $7,889 | $0 | $36,759 | $0 | $17,823 | $0 | $962,221 | $0 | $0 | $0 |
| PARKER EARL JR | ||||||||||||||
| SENIOR VICE PRESIDENT CUSTOMER OPERA | $0 | $360,298 | $0 | $428,420 | $0 | $8,038 | $0 | $34,650 | $0 | $20,840 | $0 | $852,246 | $0 | $0 |
| BALTIS THOMAS | ||||||||||||||
| VICE PRESIDENT CHIEF INFORMATION SEC | $352,345 | $0 | $410,384 | $0 | $1,895 | $0 | $34,650 | $0 | $10,675 | $0 | $809,949 | $0 | $0 | $0 |
| SHEETZ MARTY A | ||||||||||||||
| VICE PRESIDENT BUSINESS IMPLEMENTATI | $327,114 | $0 | $411,539 | $0 | $7,903 | $0 | $34,650 | $0 | $15,808 | $0 | $797,014 | $0 | $0 | $0 |
| CROLEY DANIEL W | ||||||||||||||
| VICE PRESIDENT CHIEF DENTAL OFFICER | $353,468 | $0 | $352,106 | $0 | $9,993 | $0 | $49,159 | $0 | $31,405 | $0 | $796,131 | $0 | $0 | $0 |
| GOLDMAN EDWARD L JR | ||||||||||||||
| VICE PRESIDENT INFRASTRUCTURE ENGINE | $344,442 | $0 | $348,967 | $0 | $15,163 | $0 | $34,650 | $0 | $21,833 | $0 | $765,055 | $0 | $0 | $0 |
| PARTHASARATHY SRIPADH | ||||||||||||||
| VICE PRESIDENT IT DEVELOPMENT | $311,769 | $0 | $379,193 | $0 | $5,811 | $0 | $41,531 | $0 | $23,298 | $0 | $761,602 | $0 | $0 | $0 |
| MACGILVRAY JENNIFER | ||||||||||||||
| SENIOR VICE PRESIDENT QUALITY CARE A | $0 | $369,615 | $0 | $308,742 | $0 | $13,749 | $0 | $34,650 | $0 | $30,173 | $0 | $756,929 | $0 | $0 |
| ALBUM JEFFREY M | ||||||||||||||
| VICE PRESIDENT PUBLIC & GOVERNMENT A | $325,298 | $0 | $312,779 | $0 | $36,679 | $0 | $62,135 | $0 | $17,772 | $0 | $754,663 | $0 | $0 | $0 |
| TODI HEMANT | ||||||||||||||
| VICE PRESIDENT DATA ANALYTICS AND IN | $337,963 | $0 | $341,474 | $0 | $7,646 | $0 | $34,650 | $0 | $27,263 | $0 | $748,996 | $0 | $0 | $0 |
| MANER MICHAEL | ||||||||||||||
| VICE PRESIDENT SALES | $0 | $323,564 | $0 | $346,872 | $0 | $1,408 | $0 | $38,286 | $0 | $26,336 | $0 | $736,466 | $0 | $0 |
| NAKAHARA EARL | ||||||||||||||
| VICE PRESIDENT RISK, ETHICS AND COMP | $336,904 | $0 | $304,268 | $0 | $9,703 | $0 | $34,650 | $0 | $27,271 | $0 | $712,796 | $0 | $0 | $0 |
| SBRAGIA RICHARD J | ||||||||||||||
| VICE PRESIDENT FINANCE - FINANCIAL O | $328,075 | $0 | $314,600 | $0 | $16,830 | $0 | $34,650 | $0 | $15,814 | $0 | $709,969 | $0 | $0 | $0 |
| SANCHEZ WALTER | ||||||||||||||
| VICE PRESIDENT INTERNAL AUDIT | $297,897 | $0 | $282,952 | $0 | $52,764 | $0 | $40,355 | $0 | $31,881 | $0 | $705,849 | $0 | $0 | $0 |
| SWAMINATHAN SHANMUGA S | ||||||||||||||
| VICE PRESIDENT ENTERPRISE ARCHITECTU | $316,080 | $0 | $303,237 | $0 | $9,674 | $0 | $38,339 | $0 | $19,064 | $0 | $686,394 | $0 | $0 | $0 |
| THOLIA ASHISH | ||||||||||||||
| SENIOR DIRECTOR STRATEGY BUSINESS DE | $298,487 | $0 | $296,127 | $0 | $54,378 | $0 | $9,900 | $0 | $22,570 | $0 | $681,462 | $0 | $0 | $0 |
| MARTEL LORI ANN | ||||||||||||||
| VICE PRESIDENT PRODUCT | $0 | $0 | $0 | $0 | $637,494 | $0 | $0 | $0 | $0 | $0 | $637,494 | $0 | $0 | $0 |
| O'TOOLE KEVIN M | ||||||||||||||
| DIRECTOR SALES | $198,011 | $0 | $348,282 | $0 | $10,886 | $0 | $40,009 | $0 | $31,622 | $0 | $628,810 | $0 | $0 | $0 |
| STEELE CHRISTINA | ||||||||||||||
| SENIOR DIRECTOR LEGAL SERVICES, SR A | $306,149 | $0 | $195,576 | $0 | $1,359 | $0 | $34,650 | $0 | $31,672 | $0 | $569,406 | $0 | $0 | $0 |
| STIAK MATTHEW | ||||||||||||||
| DIRECTOR CYBER RISK OPERATIONS AND E | $288,487 | $0 | $181,083 | $0 | $6,387 | $0 | $34,650 | $0 | $230 | $0 | $510,837 | $0 | $0 | $0 |
| KAPLAN GREGORY D DDS | ||||||||||||||
| DIRECTOR | $308,360 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $308,360 | $0 | $0 | $0 |
| YODOWITZ HEIDI | ||||||||||||||
| CHAIR | $241,771 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $241,771 | $0 | $0 | $0 |
| BERGERT GLEN F | ||||||||||||||
| SECOND VICE CHAIR | $184,500 | $35,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $184,500 | $35,000 | $0 | $0 |
| O'TOOLE TERRY A | ||||||||||||||
| DIRECTOR | $186,775 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $186,775 | $0 | $0 | $0 |
| GONELLA ROY A | ||||||||||||||
| FIRST VICE CHAIR | $156,774 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $156,774 | $0 | $0 | $0 |
| MCCANN STEVEN F | ||||||||||||||
| DIRECTOR | $156,774 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $156,774 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS BUSINESS TRAVEL IS REIMBURSED TO THE CEO, EXECUTIVE VICE PRESIDENTS, AND SENIOR VICE PRESIDENTS. FIRST CLASS BUSINESS TRAVEL IS NOT TREATED AS TAXABLE COMPENSATION. TRAVEL FOR COMPANIONS WAS PROVIDED TO ONE HIGHEST COMPENSATED EMPLOYEE. THE COST OF THIS BENEFIT WAS INCLUDED IN TAXABLE COMPENSATION. FINANCIAL AND TAX PLANNING EXPENSES ARE REIMBURSED TO EMPLOYEES AT THE DIRECTOR OR ABOVE LEVELS OF MANAGEMENT. A COMPANY POLICY OUTLINES THE MAXIMUM REIMBURSEMENT ALLOWED FOR EACH MANAGEMENT LEVEL. ONE OFFICER, EIGHT KEY EMPLOYEES, AND TWO HIGHEST COMPENSATED EMPLOYEES RECEIVED REIMBURSEMENT IN 2023. THESE REIMBURSEMENTS ARE INCLUDED IN THE TAXABLE COMPENSATION OF THE REIMBURSED EMPLOYEES. |
| PART I, LINE 4A | DURING 2023, THREE EXECUTIVES, KEVIN L. JACKSON, LORI ANN MARTEL, AND JOSEPH F. RUIZ RECEIVED A SEVERANCE PAYMENT UPON SEPARATION FROM THE ORGANIZATION. THIS PAYMENT IS INCLUDED ON SCHEDULE J AND REPORTED IN PART II, COLUMN (B)(III). |
| PART I, LINE 7: | THE CEO OF THE ORGANIZATION, WITH BOARD OF DIRECTORS APPROVAL, MAY GRANT AN ANNUAL BONUS TO ALL MANAGEMENT EMPLOYEES. THESE AMOUNTS ARE INCLUDED IN TAXABLE COMPENSATION. DELTA DENTAL OF CALIFORNIA MAINTAINS A LONG-TERM INCENTIVE PLAN (LTIP) FOR ELIGIBLE EMPLOYEES OF THE ORGANIZATION, LINKING COMPENSATION TO THE COMPANY'S PERFORMANCE. USING SUCCESS METRICS SUCH AS REVENUES, NET GAIN AS A PERCENTAGE OF REVENUES, AND OTHERS, ALLOWS THE COMPANY TO ACCURATELY MEASURE ITS GROWTH, INFORM ON PROGRESS OF ITS BUSINESS TRANSFORMATION, AND EMPOWER CONTINUED SUCCESS. THE LTIP IS UNFUNDED AND ALL PAYMENTS FROM THE LTIP ARE DERIVED FROM THE GAINS OF THE COMPANY. AS SUCH, THERE IS NO GUARANTEE OF INCENTIVE PAYMENTS UNDER THE LTIP. THE CEO MAKES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE FOR ITS REVIEW AND APPROVAL REGARDING THE PERFORMANCE OBJECTIVES, BOTH FINANCIAL AND NON-FINANCIAL, UPON WHICH PAYMENT OF AWARDS ARE BASED AND THE TIME PERIOD DURING WHICH PERFORMANCE SHALL BE MEASURED. EACH LTIP PLAN SPANS THREE YEARS, OVERLAPPING WITH CURRENT PLANS. THESE AMOUNTS ARE INCLUDED IN TAXABLE COMPENSATION. |
| PART II, ROW (II): | SOME OF THE ORGANIZATION'S OFFICERS ARE PAID BY A RELATED ORGANIZATION. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON ROW (II). |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| GREGORY D KAPLAN DDS | |||
| PARTICIPATING PROVIDER | $668,747 | DENTAL CLAIM PAYMENTS | 0 |
| BRENT KAPLAN | |||
| FAMILY MEMBER OF A CURRENT DIRECTOR | $411,690 | ADMINISTRATIVE MANAGEMENT AND ADVISORY SERVICES | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED ITS BYLAWS TO REQUIRE EITHER THE CHAIR OR VICE CHAIR OF THE BOARD TO BE INDEPENDENT PER THE INTERNAL REVENUE SERVICE DEFINITION CONTAINED IN THE INSTRUCTIONS TO FORM 990. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S BYLAWS NAME TWO CLASSES OF "MEMBERS," "CORPORATE MEMBERS AND "DENTIST MEMBERS." ALL CORPORATE MEMBERS ARE ALSO DIRECTORS OF THE ORGANIZATION AND SO ARE NOT "MEMBERS" AS DEFINED IN THE INSTRUCTIONS TO FORM 990, PART VI, QUESTION 6. HOWEVER, THE ORGANIZATION'S DIRECTORS ARE ELECTED BY ITS PARENT HOLDING COMPANY BOARD OF DIRECTORS, TWO OF WHOM ARE NOT ALSO DIRECTORS OF THE ORGANIZATION AND THUS MAY BE CONSIDERED "MEMBERS" PURSUANT TO THE INSTRUCTIONS. THE DENTIST MEMBERS HAVE A RIGHT TO VOTE UPON PROPOSED CHANGES TO THE PROPORTION OF THE DENTISTS SERVING AS DIRECTORS AND CORPORATE MEMBERS, AND SO MAY BE CONSIDERED "MEMBERS" UNDER THE INSTRUCTIONS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S DIRECTORS ARE ELECTED BY THE PARENT HOLDING COMPANY BOARD OF DIRECTORS, WHICH INCLUDES TWO PERSONS WHO ARE NOT ALSO DIRECTORS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE DENTIST MEMBERS HAVE A RIGHT TO VOTE ONLY UPON PROPOSED CHANGES TO THE BYLAWS PROVISIONS THAT SPECIFY THE PROPORTION OF DENTISTS AND LAY PERSONS SERVING AS DIRECTORS AND CORPORATE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S CFO AND LEGAL COUNSEL OVERSEE THE COMPLETION OF THE FORM 990, AND, PRIOR TO FILING, REVIEW IT WITH THE PRESIDENT/CEO AND WITH THE ORGANIZATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY, AND BETWEEN ANNUAL STATEMENTS IS REQUIRED TO DISCLOSE ANY NEW POSITION OR RELATIONSHIP FORMED THAT POTENTIALLY RAISES A CONFLICT OF INTEREST. LEGAL COUNSEL REVIEWS THESE DISCLOSURES AND REPORTS THE INFORMATION TO THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PAID TO THE CEO AND EXECUTIVE VICE PRESIDENTS IS APPROVED BY THE COMPENSATION COMMITTEE OF THE ORGANIZATION. THE COMPENSATION COMMITTEE APPROVES COMPENSATION FOR THE ENSUING YEAR AFTER REVIEWING COMPARABILITY DATA PRESENTED BY AN INDEPENDENT OUTSIDE COMPENSATION CONSULTANT, AN ASSESSMENT OF EACH OFFICER'S PERFORMANCE OVER THE PRECEDING YEAR, AND THE ORGANIZATION'S PROGRAM ACCOMPLISHMENTS FOR THE PRIOR YEAR. COMPENSATION PAID TO DIRECTORS IS ALSO APPROVED BY THE COMPENSATION COMMITTEE AFTER REVIEWING COMPARABILITY DATA IN A BENCHMARKING STUDY PREPARED AND PRESENTED BY AN INDEPENDENT OUTSIDE COMPENSATION CONSULTANT RETAINED BY THE BOARD OF DIRECTORS. THESE PROCESSES WERE FOLLOWED FOR 2023 COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENT AVAILABLE TO PERSONS OR ENTITIES KNOWN TO HAVE AN INTEREST IN THE ORGANIZATION. STATUTORY FINANCIAL STATEMENTS FOR SUBSIDIARY COMPANIES ARE INCLUDED IN QUARTERLY AND ANNUAL RETURNS TO STATE DEPARTMENTS OF INSURANCE REGULATING THE ORGANIZATION WHICH RETURNS ARE AVAILABLE TO THE PUBLIC. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII; SCHEDULE J; SCHEDULE R | THE ORGANIZATION, REGULATED BY THE CALIFORNIA DEPARTMENT OF MANAGED HEALTH CARE, IS A MEMBER OF THE DELTA DENTAL OF CALIFORNIA ENTERPRISE COMPANIES, WHICH INCLUDE DELTA DENTAL OF CALIFORNIA, DELTA DENTAL OF PENNSYLVANIA AND AFFILIATED COMPANIES. THE ENTERPRISE OFFERS DENTAL COVERAGE IN ALL 50 STATES, THE DISTRICT OF COLUMBIA, PUERTO RICO, AND THE U.S. VIRGIN ISLANDS, WITH A LOCAL PRESENCE IN COMMUNITIES ACROSS THE COUNTRY, PROVIDING GROUPS AND INDIVIDUALS WITH QUALITY, COST-EFFECTIVE DENTAL INSURANCE, AND SUPERIOR CUSTOMER SERVICE. THE ENTERPRISE COMPANIES COMPRISE ONE OF THE NATION'S LARGEST DENTAL BENEFITS DELIVERY SYSTEMS COVERING 40.6 MILLION ENROLLEES AND PROCESSING 60 MILLION CLAIMS. TOTAL REVENUE FOR THE ENTERPRISE EXCEEDED $10.5 BILLION IN 2023. THE ORGANIZATION REPRESENTS APPROXIMATELY 59% OF TOTAL ENTERPRISE REVENUES. |
| FORM 990, PART XI, LINE 9: | PENSION LIABILITY AND POST-RETIREMENT ADJUSTMENTS 4,351,675. NET INCOME FROM DISREGARDED ENTITY -266,382. ADOPTION OF NEW ACCOUNTING STANDARD -6,071,149. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| CELEBRATION DENTAL SERVICES LLC | |||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 593410497 | MANAGEMENT SERVICES | FL | DELTA DENTAL OF CALIFORNIA |
| DENTEGRA INSURANCE HOLDINGS LLC | |||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 943386049 | HOLDING COMPANY | DE | DENTEGRA INSURANCE COMPANY |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DELTA DENTAL COMMUNITY CARE FOUNDATION | ||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 371570764 | CHARITABLE ORGANIZATION | CA | 501(C)(3) | PF | DENTEGRA GROUP INC | 0 |
| DELTA DENTAL OF PENNSYLVANIA | ||||||||||
| 300 CORPORATE CENTER DR STE 600 | CAMP HILL | PA | 17011 | 231667011 | DENTAL INSURANCE | PA | 501(C)(4) | DENTEGRA GROUP INC | 0 | |
| DELTA DENTAL OF DELAWARE | ||||||||||
| 300 CORPORATE CENTER DR STE 600 | CAMP HILL | PA | 17011 | 510228088 | DENTAL INSURANCE | DE | 501(C)(4) | DENTEGRA GROUP INC | 0 | |
| DELTA DENTAL OF WEST VIRGINIA | ||||||||||
| 300 CORPORATE CENTER DR STE 600 | CAMP HILL | PA | 17011 | 550523124 | DENTAL INSURANCE | WV | 501(C)(4) | DENTEGRA GROUP INC | 0 | |
| DELTA DENTAL OF THE DISTRICT OF COLUMBIA | ||||||||||
| 300 CORPORATE CENTER DR STE 600 | CAMP HILL | PA | 17011 | 521479587 | DENTAL INSURANCE | DC | 501(C)(4) | DENTEGRA GROUP INC | 0 | |
| DELTA DENTAL OF NEW YORK | ||||||||||
| 300 CORPORATE CENTER DR STE 600 | CAMP HILL | PA | 17011 | 111980218 | DENTAL INSURANCE | NY | 501(C)(4) | DENTEGRA GROUP INC | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DENTEGRA GROUP INC | |||||||||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 943386049 | HOLDING COMPANY | DE | N/A | C | 0 | ||||||||
| DENTEGRA INSURANCE COMPANY | |||||||||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 751233841 | INSURANCE COMPANY | DE | C | Yes (1) | DDC INSURANCE HOLDINGS INC | ||||||||
| DENTEGRA INSURANCE COMPANY OF NEW ENGLAND | |||||||||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 300318743 | INSURANCE COMPANY | MA | C | Yes (1) | DDC INSURANCE HOLDINGS INC | ||||||||
| DELTA DENTAL INSURANCE COMPANY | |||||||||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 942761537 | INSURANCE COMPANY | DE | C | Yes (1) | DDC INSURANCE HOLDINGS INC | 0.91700 | |||||||
| ALPHA DENTAL OF NEVADA INC | |||||||||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 880244893 | INSURANCE COMPANY | NV | C | Yes (1) | DDC INSURANCE HOLDINGS INC | ||||||||
| ALPHA DENTAL OF UTAH INC | |||||||||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 860672505 | INSURANCE COMPANY | UT | C | Yes (1) | DDC INSURANCE HOLDINGS INC | ||||||||
| ALPHA DENTAL PROGRAMS INC | |||||||||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 742447512 | INSURANCE COMPANY | TX | C | Yes (1) | DDC INSURANCE HOLDINGS INC | ||||||||
| ALPHA DENTAL OF ALABAMA INC | |||||||||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 630796079 | INSURANCE COMPANY | AL | C | Yes (1) | DDC INSURANCE HOLDINGS INC | ||||||||
| ALPHA DENTAL OF NEW MEXICO INC | |||||||||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 330279230 | INSURANCE COMPANY | NM | C | Yes (1) | DDC INSURANCE HOLDINGS INC | ||||||||
| ALPHA DENTAL OF ARIZONA INC | |||||||||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 930939835 | INSURANCE COMPANY | AZ | C | Yes (1) | DDC INSURANCE HOLDINGS INC | ||||||||
| DENTEGRA SEGUROS DENTALES SA | |||||||||||||||||
| INSURANCE COMPANY | C | Yes (1) | DENTEGRA INSURANCE COMPANY | INSURGENTES SUR 826 PISO 15 | COL DEL VALLE | FC DF 01300 | MX | MX | |||||||||
| DELTA DENTAL OF PUERTO RICO INC | |||||||||||||||||
| 660436769 | INSURANCE COMPANY | C | Yes (1) | DELTA DENTAL OF CALIFORNIA | 0.64130 | 14 CALLE 2 SUITE 200 | GUAYNABO | RQ | RQ | 00968 | |||||||
| DDC INSURANCE HOLDINGS INC | |||||||||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 274251930 | HOLDING COMPANY | DE | C | Yes (1) | DELTA DENTAL OF CALIFORNIA | 1.00000 | |||||||
| ALLIED ADMINISTRATORS INC | |||||||||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 941713371 | THIRD PARTY ADMIN SERVICES | CA | C | Yes (1) | DDC INSURANCE HOLDINGS INC | ||||||||
| DELTA DENTAL IPA OF NEW YORK INC | |||||||||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 384063658 | INDEPENDENT PRACTICE ASSOCIATION | NY | C | Yes (1) | DDC INSURANCE HOLDINGS INC | ||||||||
| ORAL HEALTH INNOVATION CENTER INC | |||||||||||||||||
| 560 MISSION STREET STE 1300 | SAN FRANCISCO | CA | 94105 | 920778836 | INACTIVE | DE | C | Yes (1) | DDC INSURANCE HOLDINGS INC | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (42 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| ALLIED ADMINISTRATORS INC | |
| M | $3,458,173 |
| ALLIED ADMINISTRATORS INC | |
| Q | $29,153 |
| ALPHA DENTAL OF ALABAMA INC | |
| L | $28,004 |
| ALPHA DENTAL OF ALABAMA INC | |
| Q | $2,437 |
| ALPHA DENTAL OF ARIZONA INC | |
| L | $570,904 |
| ALPHA DENTAL OF ARIZONA INC | |
| Q | $6,550 |
| ALPHA DENTAL OF NEVADA INC | |
| L | $371,551 |
| ALPHA DENTAL OF NEVADA INC | |
| Q | $5,874 |
| ALPHA DENTAL OF NEW MEXICO INC | |
| L | $30,285 |
| ALPHA DENTAL OF NEW MEXICO INC | |
| Q | $5,219 |
| ALPHA DENTAL OF UTAH INC | |
| L | $77,351 |
| ALPHA DENTAL OF UTAH INC | |
| Q | $7,053 |
| ALPHA DENTAL PROGRAMS INC | |
| L | $6,546,273 |
| ALPHA DENTAL PROGRAMS INC | |
| Q | $92,792 |
| CELEBRATION DENTAL SERVICES | |
| Q | $19,489 |
| DELTA DENTAL COMMUNITY CARE FOUNDATION | |
| B | $21,478,707 |
| DELTA DENTAL INSURANCE COMPANY | |
| A | $1,500,000 |
| DELTA DENTAL INSURANCE COMPANY | |
| L | $42,479,781 |
| DELTA DENTAL INSURANCE COMPANY | |
| M | $77,585,506 |
| DELTA DENTAL INSURANCE COMPANY | |
| P | $9,229,678 |
| DELTA DENTAL INSURANCE COMPANY | |
| Q | $90,348,035 |
| DELTA DENTAL OF DELAWARE | |
| Q | $100,794 |
| DELTA DENTAL OF DISTRICT OF COLUMBIA | |
| Q | $44,048 |
| DELTA DENTAL OF NEW YORK | |
| L | $649,300 |
| DELTA DENTAL OF NEW YORK | |
| Q | $1,014,610 |
| DELTA DENTAL OF PENNSYLVANIA | |
| L | $32,783,411 |
| DELTA DENTAL OF PENNSYLVANIA | |
| M | $8,010,861 |
| DELTA DENTAL OF PENNSYLVANIA | |
| P | $1,223,445 |
| DELTA DENTAL OF PENNSYLVANIA | |
| Q | $23,987,922 |
| DELTA DENTAL OF PUERTO RICO | |
| L | $760,379 |
| DELTA DENTAL OF PUERTO RICO | |
| M | $539,236 |
| DELTA DENTAL OF PUERTO RICO | |
| P | $102,177 |
| DELTA DENTAL OF PUERTO RICO | |
| Q | $1,058,222 |
| DELTA DENTAL OF WEST VIRGINIA | |
| Q | $61,178 |
| DENTEGRA INSURANCE COMPANY | |
| A | $1,000,000 |
| DENTEGRA INSURANCE COMPANY | |
| L | $6,081,780 |
| DENTEGRA INSURANCE COMPANY | |
| M | $12,666,554 |
| DENTEGRA INSURANCE COMPANY | |
| P | $2,021,308 |
| DENTEGRA INSURANCE COMPANY | |
| Q | $295,019 |
| DENTEGRA INSURANCE COMPANY OF NEW ENGLAND | |
| M | $284,708 |
| DENTEGRA INSURANCE COMPANY OF NEW ENGLAND | |
| Q | $6,225 |
| DENTEGRA SEGUROS DENTALES SA | |
| L | $194,208 |