Brian Henry signed Dental Practice Consortium's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dental Practice Consortium's EIN is 93-2728089.
Download the official 2024 Form 5500 (PDF) for Dental Practice Consortium from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dental Practice Consortium's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRADY WARE & SCHOENFELD INC | 35-1476702 | — | AUDIT/TAX SERVICES | $21K | — |
| Name | EIN | Location | Relation |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| U.S. Treasury bills Dated 7/18/24; due United States Treasury Bill 1/16/2025 | U.S. Treasuries | — | $2.3M | $2.3M | 19.6% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.9M | 16.7% | |
| PGIM Short Duration High Yield Income Fund - Class Z Mutual fund | Other securities | — | $1.5M | $1.4M | 12.3% | |
| Dated 8/8/24; due United States Treasury Bill 2/6/2025 | U.S. Treasuries | — | $957K | $958K | 8.3% | |
| Dated 8/1/24; due United States Treasury Bill 1/30/2025 | U.S. Treasuries | — | $944K | $945K | 8.2% | |
| Lord Abbett Short Duration Income Fund Class I Mutual fund | Mutual Funds | — | $975K | $942K | 8.2% | |
| Lord Abbett Ultra Short Bond Fund Class I Mutual fund | U.S. Treasuries | — | $409K | $413K | 3.6% | |
| JPMorgan Ultra-Short Exchange-traded & Income ETF closed-end fund | Other securities | — | $388K | $389K | 3.4% | |
| Balanced funds American Funds The Income Fund of America Class F-2 Mutual fund | Mutual Funds | — | $335K | $345K | 3.0% | |
| Fixed income funds JPMorgan Exchange-Traded Fund Trust Exchange-traded & Limited Duration closed-end fund | Other securities | — | $337K | $335K | 2.9% | |
| JPMorgan Income Builder Fund Class I Shares Mutual fund | Other securities | — | $324K | $298K | 2.6% | |
| Equities Vanguard Mid-Cap Index Fund Exchange-traded & ETF Shares closed-end fund | Common Collective Trusts | — | $162K | $245K | 2.1% | |
| Lord Abbett Bond-Debenture Fund Class I Mutual fund | U.S. Treasuries | — | $171K | $150K | 1.3% | |
| Vanguard Small-Cap Index Fund Exchange-traded & ETF Shares closed-end fund | Common Collective Trusts | — | $82K | $121K | 1.0% | |
| Alternative investments PGIM Global Real Estate Fund - Class Z Mutual fund | Other securities | — | $119K | $95K | 0.8% | |
| NVIDIA Corporation Stock | Common Stocks | — | $2K | $33K | 0.3% | |
| Amazon.com, Inc. Stock | Common Stocks | — | $13K | $30K | 0.3% | |
| Microsoft Corporation Stock | Common Stocks | — | $10K | $24K | 0.2% | |
| Money market funds Morgan Stanley Bank N.A. Money market fund | Cash / Money Market | — | $23K | $23K | 0.2% | |
| Equities - continued Apple Inc. Stock | Common Stocks | — | $8K | $20K | 0.2% | |
| Broadcom Inc Stock | Common Stocks | — | $5K | $20K | 0.2% | |
| Meta Platforms, Inc. Stock | Common Stocks | — | $9K | $19K | 0.2% | |
| Netflix, Inc. Stock | Common Stocks | — | $5K | $14K | 0.1% | |
| Alphabet Inc. Stock | Common Stocks | — | $6K | $14K | 0.1% | |
| Tesla, Inc. Stock | Common Stocks | — | $1K | $11K | <0.1% | |
| Equities - continued Wells Fargo & Co Stock | Common Stocks | — | $7K | $11K | <0.1% | |
| Mastercard Incorporated Stock | Other securities | — | $5K | $9K | <0.1% | |
| Bank of America Corporation Stock | Common Stocks | — | $7K | $9K | <0.1% | |
| Eli Lilly and Company Stock | Common Stocks | — | $2K | $9K | <0.1% | |
| ServiceNow, Inc. Stock | Common Stocks | — | $5K | $9K | <0.1% | |
| UnitedHealth Group Incorporated Stock | Common Stocks | — | $6K | $9K | <0.1% | |
| Costco Wholesale Corporation Stock | Common Stocks | — | $3K | $8K | <0.1% | |
| Morgan Stanley Stock | Other securities | — | $3K | $8K | <0.1% | |
| ConocoPhillips Stock | Other securities | — | $4K | $7K | <0.1% | |
| The Charles Schwab Corporation Stock | Mutual Funds | — | $5K | $7K | <0.1% | |
| American Express Company Stock | Common Stocks | — | $2K | $7K | <0.1% | |
| Visa Inc. Stock | Common Stocks | — | $4K | $7K | <0.1% | |
| Chevron Corporation Stock | Common Stocks | — | $6K | $6K | <0.1% | |
| Walmart Inc. Stock | Common Stocks | — | $6K | $6K | <0.1% | |
| Philip Morris International Inc. Stock | Common Stocks | — | $5K | $6K | <0.1% | |
| Air Products and Chemicals, Inc. Stock | Common Stocks | — | $5K | $6K | <0.1% | |
| Norfolk Southern Corporation Stock | Common Stocks | — | $5K | $6K | <0.1% | |
| Bristol-Myers Squibb Company Stock | Common Stocks | — | $7K | $6K | <0.1% | |
| Lowe's Company, Inc. Stock | Common Stocks | — | $5K | $6K | <0.1% | |
| Boeing Co Stock | Common Stocks | — | $7K | $6K | <0.1% | |
| Deere & Company Stock | Common Stocks | — | $4K | $6K | <0.1% | |
| Analog Devices, Inc. Stock | Common Stocks | — | $3K | $6K | <0.1% | |
| Equities - continued Walt Disney Co Stock | Common Stocks | — | $6K | $6K | <0.1% | |
| Comcast Corporation Stock | Common Stocks | — | $6K | $5K | <0.1% | |
| Cadence Design System Stock | Other securities | — | $4K | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| BOSE MCKINNEY & EVANS LLP | 35-0957980 | — | LEGAL | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | 35-0781558 | — | SERVICE PROVIDER | $1.1M | — |
| IDA INSURANCE SERVICE | 35-1976087 | — | ADMIN & MARKETING SERVIC | $241K | — |
| EMPYREAN BENEFIT SOLUTIONS INC | 20-3029813 | — | SERVICE PROVIDER | $157K | — |
| RISK STRATEGIES CONSULTING INC | 92-0904333 | — | CONSULTING | $97K | — |
| NONPROFIT FINANCIAL SOLUTIONS PC | 20-0257445 | — | SERVICE PROVIDER | $73K | — |
| BROWN & BROWN OF INDIANA INC | 35-1785187 | — | SERVIUCE PROVIDER | $64K | — |
| JONATHAN MAYO | 27-3904040 | — | NONE | $45K | — |
| FIRST STOP HEALTH LLC | 45-1542956 | — | MEDICAL | $33K | — |
| BARNES & THORNBURG LLP | 35-0900596 | — | NONE | $32K | — |
| MARKS NELSON ADVISORY LLC | 92-1368147 | — | NONE | $6K | — |
