Back to filter
Original filing (PDF)20250224123709NAL0009560481001
DENTISTRY@VCU
Form 5500
FILING_RECEIVED
DENTISTRY@VCU GROUP HEALTH BENEFIT PLAN
Health & welfare plan
Active participants
96
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DENTISTRY@VCU.
Plan sponsor
Name
DENTISTRY@VCU
EIN
54-1590300
Address
521 N 11TH ST · RICHMOND, VA · 23298
Phone
(804) 828-6514
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-02-24
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIMA BENEFITS CONSULTING GROUP LLC | 54-2000731 | — | BROKER | $34K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $22K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | — | ADMIN | $29K | — |
| CONNECTCARE 3 | 26-1768616 | — | PATIENT ADVOCATE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using SIMA BENEFITS CONSULTING GROUP LLC
TEMPERPACK TECHNOLOGIES, INC.
TEMPERPACK TECHNOLOGIES, INC. GROUP HEALTH BENEFIT PLAN
$357K · 119 participants
JAMES RIVER HOME HEALTH CARE, LLC
JAMES RIVER HOME HEALTH CARE, LLC GROUP MEDICAL PLAN
— · 99 participants
KALBAUGH, PFUND & MESSERSMITH, P.C.
KALBAUGH, PFUND & MESSERSMITH, P.C. GROUP HEALTH BENEFIT PLAN
— · 54 participants
GREEN TOP SPORTING GOODS CORP.
GREEN TOP SPORTING GOODS EMPLOYEE BENEFIT PLAN
— · 60 participants
GOODMAN ALLEN DONNELLY PLLC
GOODMAN ALLEN DONNELLY HEALTH CARE PLAN
— · 34 participants
PEDIATRIC PARTNERS OF VIRGINIA, LLC
PEDIATRIC PARTNERS OF VIRGINIA EMPLOYEE BENEFITS PLAN (501)
— · 29 participants
Similar-size Offices of Dentists plans
ASCENT DENTAL CARE, LLC
ASCENT DENTAL CARE, LLC 401(K) PLAN
$0
COLLEGE PARK IMPLANT & GENERAL DENTISTRY PLLC
COLLEGE PARK IMPLANT & GENERAL DENTISTRY PLLC 401(K) PLAN
$0
DERIE R. TRUJILLO, DDS
DERIE R. TRUJILLO, DDS 401(K) PLAN
$0
PINE RIDGE DENTAL GROUP
PINE RIDGE DENTAL GROUP 401(K) P/S PLAN
$0
DR. JAMIE M. DAY, DDS, MS PLL
DR. JAMIE M. DAY, DDS, MS PLL CBWV BENEFIT PLAN
$0
AMA DENTAL CARE LLC
AMA DENTAL CARE 401(K) PLAN
$0 · 3 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B