DELTA DENTAL PLAN OF MICHIGAN: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DELTA DENTAL PLAN OF MICHIGAN (EIN 38-1791480)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349309015
- Schema version
- 2024v5.1
- 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 | 2025-11-13T15:18:25+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Plante & Moran PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 MICHIGAN AVE SUITE 100 | AddressLine1Txt |
| City | EAST LANSING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48823 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381791480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELTA DENTAL PLAN OF MICHIGAN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELT | BusinessNameControlTxt |
| Phone | 5173496000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 OKEMOS ROAD | AddressLine1Txt |
| City | OKEMOS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48864 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GORAN JURKOVIC | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL CPA | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 5173326200 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORAN JURKOVIC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 OKEMOS ROAD | AddressLine1Txt |
| City | OKEMOS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48864 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,354,640,869 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.DELTADENTALMI.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | DELTA DENTAL OF MICHIGAN'S MISSION IS TO ADVANCE AND PROMOTE THE IMPROVEMENT OF ORAL HEALTH THROUGH DENTAL SERVICES PROVIDED UNDER CONTRACTS WITH INDEPENDENT PROFESSIONAL SERVICE PROVIDERS, SUPPORT FOR RESEARCH AND EDUCATION, AND COMMUNITY OUTREACH DIRECTED TOWARD SECURING ACCESS TO QUALITY DENTAL CARE FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1271 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $44,845,181 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,515,360 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,177,589,951 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,226,928,199 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,830,892 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,904,882 | CYInvestmentIncomeAmt |
| PY Other Revenue | $402,047 | PYOtherRevenueAmt |
| CY Other Revenue | $396,710 | CYOtherRevenueAmt |
| PY Total Revenue | $1,188,822,890 | PYTotalRevenueAmt |
| CY Total Revenue | $1,248,229,791 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,895,292 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,964,285 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $178,033,400 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $177,802,035 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,005,821,892 | PYOtherExpensesAmt |
| CY Other Expenses | $1,060,012,191 | CYOtherExpensesAmt |
| PY Total Expenses | $1,187,750,584 | PYTotalExpensesAmt |
| CY Total Expenses | $1,241,778,511 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,072,306 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,451,280 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $918,626,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $986,517,729 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $208,198,626 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $221,815,504 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $710,427,774 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $764,702,225 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DELTA DENTAL OF MICHIGAN'S MISSION IS TO ADVANCE AND PROMOTE THE IMPROVEMENT OF ORAL HEALTH THROUGH DENTAL SERVICES PROVIDED UNDER CONTRACTS WITH INDEPENDENT PROFESSIONAL SERVICE PROVIDERS, SUPPORT FOR RESEARCH AND EDUCATION, AND COMMUNITY OUTREACH DIRECTED TOWARD SECURING ACCESS TO QUALITY DENTAL CARE FOR ALL. DELTA DENTAL OF MICHIGAN IS GOVERNED BY A BOARD OF DIRECTORS CONTROLLED BY INDEPENDENT MEMBERS OF THE COMMUNITY AND IT OFFERS ENROLLMENT IN ORAL HEALTH PLANS TO A BROAD BASE OF THE COMMUNITY THROUGH A VARIETY OF PAYMENT MODELS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,103,459,895 | ExpenseAmt |
| Grant | $3,964,285 | GrantAmt |
| Revenue | $1,182,083,018 | RevenueAmt |
| Desc | Promoting Dental Care Delta Dental Plan of Michigan, Inc. is a leading prepaid dental benefits provider in the Midwest. The purpose of the organization is to advance and promote the improvement of oral health. This is done by offering innovative, cost-effective products that meet the needs of customers. This was demonstrated in 2024 by paying out over $887 million for dental care, by providing dental benefits for the public and advancing the science of dentistry. In addition, over 11.5 million claims were processed for over 6 million members. Cost Saving Strategies Delta Dental benefit plans are committed to saving groups and members money. The Delta Difference is an integration of activities; such as cost management policies, fee reduction agreements with dentists, and an anti-fraud hotline, put to work ensuring quality, cost effective dental benefit delivery. Commitment to the Community Delta Dental Plan of Michigan, Inc. believes advances in dental research and enhanced educational opportunities for dentists go a long way toward improving oral health. The company is a key player in groundbreaking research on trends in oral health in the insured population. The Delta Dental Fund, the company's philanthropic affiliate, encourages advances in dentistry and supports dental education and research. The Delta Dental Fund's total grants have now exceeded $68 million since its inception. This funding has improved oral and overall health and health equity, helped students achieve their goals, and improved the well-being of millions of children and adults in Michigan, Ohio, Indiana and North Carolina. Empowered people and communities are critical to making creative solutions to systemic challenges possible-and that means supporting work by and for the communities being served. The Delta Dental Fund is committed to continuing and establishing strong two-way relationships with the people and organizations aligned with its aims. In 2024, the DDF committed nearly $6.1 million in grants, scholarships, and educational resources, impacting more than 4.3 million lives in Michigan, Ohio, Indiana North Carolina and beyond. More than 354,000 educational brochures, flyers and posters, along with 351 miles of floss and 282,554 toothbrushes were donated to nonprofit organizations to disseminate in their communities. Delta Dental Plan of Michigan is also committed to building healthy, smart, vibrant communities. Delta Dental has always been keenly aware of its civic and social responsibility. Delta Dental Plans are proud to share, through direct financial contributions, with hundreds of community agencies and groups. In addition, employees log countless hours of their own time as volunteers. Community support generally falls under the broad categories that provide support to agencies and institutions serving children, seniors, low-income individuals, minorities, and the disabled and at-risk individuals, to organizations that promote education, arts and recreation and community development, and to charitable projects or programs recommended by employees, customers, participating dentists and other key groups. We continued our role as strong advocates for sound oral health policy at the state and federal levels. Through a public-private partnership with the Michigan Department of Community Health, Delta Dental participates in the Healthy Kids Dental (HKD) program. Healthy Kids Dental is a dental benefits program for Medicaid beneficiaries under age 21. It is available in all of Michigan's 83 counties and covers basic dental health benefits such as X-rays, cleanings, cavity fillings, root canals, tooth extractions and dentures. Nearly 1,000,000 Michigan children are served by this program. Unequaled Access to Dentists For five decades, Delta Dental has helped promote oral health by designing and administering innovative, cost-effective dental benefit programs. Experts at plan design, Delta Dental has created dental benefit programs that meet customer cost-objectives while helping to improve and maintain oral health. Our long standing relationships with providers in the communities we serve allows us to maintain large networks, allowing broad access for members and cost-effective care. Delta Dental's group members are afforded added protection because they guarantee that participating dentists will accept their payment for covered services and no charge, other than co-payments and deductibles are billed back to the member. This lowers claim costs for customers and reduces out-of-pocket costs for subscribers. With two networks of full-time participating dentists in one integrated claims system, Delta Dental can deliver to customers and group members broad access to care. | Desc |
| Total Program Service Expenses | $1,103,459,895 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 62231 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1271 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY BASEL CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5173496000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 OKEMOS ROAD | AddressLine1Txt |
| City | OKEMOS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48864 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MELISSA STOLICKER | ||||||||||
| VICE CHAIR | 5.0 | 5.0 | Yes (X) | Yes (X) | $73,500 | $67,512 | $0 | |||
| SARA DOLAN | ||||||||||
| CHAIR | 5.0 | 5.0 | Yes (X) | Yes (X) | $72,000 | $70,008 | $0 | |||
| ANDREW KOTARBA | ||||||||||
| DIRECTOR | 5.0 | 5.0 | Yes (X) | $67,500 | $39,589 | $0 | ||||
| ANTHONY O WILLIAMS JD | ||||||||||
| DIRECTOR | 5.0 | 1.0 | Yes (X) | $60,000 | $1,500 | $0 | ||||
| BLAKE LIVINGSTON DDS | ||||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $60,000 | $0 | $0 | ||||
| CHRISTOPHER T FISHER | ||||||||||
| DIRECTOR | 5.0 | 10.0 | Yes (X) | $60,000 | $107,004 | $0 | ||||
| JUAN RODRIGUEZ DDS | ||||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $35,000 | $0 | $0 | ||||
| KELLY JUBB SCHEIDERER | ||||||||||
| DIRECTOR - PART YEAR | 5.0 | 6.0 | Yes (X) | $12,000 | $29,581 | $0 | ||||
| LARRY DEGROAT | ||||||||||
| DIRECTOR | 5.0 | 1.0 | Yes (X) | $60,000 | $1,500 | $0 | ||||
| LAURA DICKERSON | ||||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICK K GILLESPIE | ||||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $60,000 | $0 | $0 | ||||
| RAYMOND F GIST DDS | ||||||||||
| DIRECTOR | 5.0 | 1.0 | Yes (X) | $60,000 | $2,000 | $0 | ||||
| STEPHEN A EKLUND DDS MHSA DR | ||||||||||
| DIRECTOR - PART YEAR | 5.0 | 6.0 | Yes (X) | $35,000 | $16,581 | $0 | ||||
| STEVEN M DATER DDS | ||||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $60,000 | $0 | $0 | ||||
| STEVEN M TACK | ||||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $67,500 | $0 | $0 | ||||
| SUNCICA TRAVAN DDS MS | ||||||||||
| DIRECTOR | 5.0 | 1.0 | Yes (X) | $60,000 | $2,000 | $0 | ||||
| TIMOTHY E DAMAN | ||||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $35,000 | $0 | $0 | ||||
| AMY L BASEL CPA | ||||||||||
| EVP/CFO & CRO/TREASURER | 35.0 | 15.0 | Yes (X) | $2,481,908 | $0 | $688,090 | ||||
| ANTHONY D ROBINSON | ||||||||||
| EVP, CMO & CRO | 43.0 | 7.0 | Yes (X) | $2,839,357 | $0 | $788,064 | ||||
| GORAN M JURKOVIC CPA | ||||||||||
| CEO, PRESIDENT | 35.0 | 15.0 | Yes (X) | $9,457,582 | $0 | $2,715,780 | ||||
| JEFFERY W JOHNSTON DDS MS | ||||||||||
| SVP & CHIEF SCIENCE OFFICER | 43.0 | 7.0 | Yes (X) | $517,662 | $0 | $119,099 | ||||
| MARK BAUGHMAN | ||||||||||
| SVP & CIO | 50.0 | 0.0 | Yes (X) | $910,866 | $0 | $122,650 | ||||
| POE A TIMMONS | ||||||||||
| DIRECTOR (ROOSEVELT INNOVATIONS ONLY) | 5.0 | 10.0 | Yes (X) | $7,500 | $81,589 | $0 | ||||
| SUE ELLEN JENKINS | ||||||||||
| EVP, CHIEF LEGAL OFFICER, CAO & SECRETARY | 38.0 | 12.0 | Yes (X) | $2,838,668 | $0 | $452,377 | ||||
| KUSHTRIM SHAQIRI | ||||||||||
| VP GOVERMENT PROGRAMS | 50.0 | 0.0 | $734,767 | $0 | $44,964 | Yes (X) | ||||
| TOBY HALL | ||||||||||
| PRESIDENT & CEO OF ROOSEVELT | 50.0 | 0.0 | $1,461,472 | $0 | $438,181 | Yes (X) | ||||
| DANIEL LOVEJOY | ||||||||||
| VP, SALES AND ACCT MGT | 50.0 | 0.0 | $673,220 | $0 | $74,986 | Yes (X) | ||||
| EARL MAJOR | ||||||||||
| VP HUMAN RESOURCES | 50.0 | 0.0 | $550,807 | $0 | $36,457 | Yes (X) | ||||
| MATT GLOVER | ||||||||||
| SR DIRECTOR, GOVT PROGRAMS, SALES & ACCT MGT | 50.0 | 0.0 | $477,156 | $0 | $53,433 | Yes (X) | ||||
| MIKE BOBAK | ||||||||||
| VP SALES & ACCT MGT | 50.0 | 0.0 | $702,758 | $0 | $92,381 | Yes (X) | ||||
| MITCH NOTARO | ||||||||||
| VP, INFORMATION TECHNOLOGY | 50.0 | 0.0 | $449,198 | $0 | $61,114 | Yes (X) | ||||
| JEFF BOTKIN | ||||||||||
| FORMER SVP, BUSINESS SERVICES | 0.0 | 0.0 | $597,773 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $25,578,194 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $418,864 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,687,576 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 363 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DEWPOINT | |||||
| 300 WASHINGTON SQUARE SUITE 200 | LANSING | MI | 48933 | CONSULTING | $12,681,986 |
| GUIDEPOINT SECURITY LLC | |||||
| 1900 RESTON METRO PLAZA SUITE 701 | RESTON | VA | 20190 | CONSULTING | $4,686,413 |
| FAEGRE DRINKER BIDDLE & REATH LLP | |||||
| 2200 WELLS FARGO CENTER 90 S 7TH | MINNEAPOLIS | MN | 55402 | LEGAL AND CONSULTING | $3,394,764 |
| TEK SYSTEMS | |||||
| 300 WASHINGTON SQUARE SUITE 430 | LANSING | MI | 48933 | CONSULTING | $3,073,912 |
| FAST SWITCH - GREAT LAKES LLC | |||||
| 4900 BLAZER PKWY | DUBLIN | OH | 43017 | CONSULTING | $2,979,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 112 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| DENTAL CARE REVENUE | 624100 | $1,073,424,704 | $1,073,424,704 | |
| ADMIN REIMBURSEMENT | 900099 | $108,658,314 | $108,658,314 | |
| EXTERNAL SERVICES | 524292 | $44,845,181 | $44,845,181 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,226,928,199 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,270,818 | TotalRevenueColumnAmt |
| Exclusion | $12,270,818 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $115,026,736 | SecuritiesAmt |
| Other | $18,406 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $106,411,078 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,615,658 | SecuritiesAmt |
| Other | $18,406 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,634,064 | TotalRevenueColumnAmt |
| Exclusion | $8,634,064 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $396,710 | TotalRevenueColumnAmt |
| Exclusion | $396,710 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $396,710 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,248,229,791 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,182,083,018 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $44,845,181 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,301,592 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,964,285 | TotalAmt |
| Program Services | $3,964,285 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,839,657 | TotalAmt |
| Program Services | $12,888,325 | ProgramServicesAmt |
| Management And General | $6,951,332 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,588,821 | TotalAmt |
| Program Services | $71,674,974 | ProgramServicesAmt |
| Management And General | $41,913,847 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,067,455 | TotalAmt |
| Program Services | $8,737,401 | ProgramServicesAmt |
| Management And General | $5,330,054 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,737,385 | TotalAmt |
| Program Services | $11,142,219 | ProgramServicesAmt |
| Management And General | $10,595,166 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,568,717 | TotalAmt |
| Program Services | $5,689,274 | ProgramServicesAmt |
| Management And General | $2,879,443 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,450,728 | TotalAmt |
| Program Services | $4,564,520 | ProgramServicesAmt |
| Management And General | $2,886,208 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,250 | TotalAmt |
| Management And General | $91,250 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,219 | TotalAmt |
| Management And General | $349,219 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,000 | TotalAmt |
| Management And General | $120,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,582,957 | TotalAmt |
| Management And General | $2,582,957 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,870,027 | TotalAmt |
| Program Services | $914,894,291 | ProgramServicesAmt |
| Management And General | $13,975,736 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,220,887 | TotalAmt |
| Program Services | $3,446,845 | ProgramServicesAmt |
| Management And General | $1,774,042 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,728,180 | TotalAmt |
| Program Services | $12,933,928 | ProgramServicesAmt |
| Management And General | $7,794,252 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,393,415 | TotalAmt |
| Program Services | $15,700,752 | ProgramServicesAmt |
| Management And General | $15,692,663 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,501,924 | TotalAmt |
| Program Services | $50,109 | ProgramServicesAmt |
| Management And General | $3,451,815 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,772,207 | TotalAmt |
| Program Services | $4,136,221 | ProgramServicesAmt |
| Management And General | $635,986 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,402 | TotalAmt |
| Program Services | $314,738 | ProgramServicesAmt |
| Management And General | $607,664 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,588,958 | TotalAmt |
| Program Services | $5,044,169 | ProgramServicesAmt |
| Management And General | $11,544,789 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,921,903 | TotalAmt |
| Management And General | $1,921,903 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| COMMISSIONS | $22,884,764 | $22,884,764 | |
| PROCESSING FEES | $4,097,629 | $4,097,629 | |
| EXCISE TAX | $3,180,934 | $3,180,934 | |
| FEDERAL INCOME TAX | $1,228,192 | $1,228,192 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,106,615 | TotalAmt |
| Program Services | $1,295,451 | ProgramServicesAmt |
| Management And General | $2,811,164 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,241,778,511 | TotalAmt |
| Program Services | $1,103,459,895 | ProgramServicesAmt |
| Management And General | $138,318,616 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,041,440 | BOYAmt |
| EOY | $79,128,223 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,860,389 | BOYAmt |
| EOY | $129,921,154 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,238,789 | BOYAmt |
| EOY | $22,144,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $261,170,459 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $160,202,111 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,319,796 | BOYAmt |
| EOY | $100,968,348 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,641,292 | BOYAmt |
| EOY | $293,783,312 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,216,542 | BOYAmt |
| EOY | $198,591,154 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,308,152 | BOYAmt |
| EOY | $161,981,493 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $918,626,400 | BOYAmt |
| EOY | $986,517,729 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,433,318 | BOYAmt |
| EOY | $107,490,516 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,765,308 | BOYAmt |
| EOY | $114,324,988 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,198,626 | BOYAmt |
| EOY | $221,815,504 | 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 | $15,744,473 | BOYAmt |
| EOY | $15,744,473 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,122,500 | BOYAmt |
| EOY | $5,122,500 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,560,801 | BOYAmt |
| EOY | $743,835,252 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $710,427,774 | BOYAmt |
| EOY | $764,702,225 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $918,626,400 | BOYAmt |
| EOY | $986,517,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,451,280 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,252,828 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $30,570,343 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expended527 Activities | $37,000 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $37,000 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (true) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt | Contributions Rcvd DlvrContributionsRcvdDlvrAmt |
|---|---|---|---|---|---|---|
| SCHOR LANSING FUND | ||||||
| 300 N FAIRVIEW AVE | LANSING | MI | 48912 | 461990008 | $1,000 | $0 |
| BUSINESS LEADERS FOR MICHIGAN PAC II | ||||||
| 600 RENAISSANCE CENTER | DETROIT | MI | 48243 | 273999229 | $15,000 | $0 |
| TAKE IT BACK SUPERPAC | ||||||
| 106 W ALLEGAN ST | LANSING | MI | 48933 | 933825357 | $1,000 | $0 |
| 21ST CENTURY FUND | ||||||
| 606 TOWNSEND ST | LANSING | MI | 48933 | 381323848 | $20,000 | $0 |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,803,920 | OtherCostOrOtherBasisAmt |
| Book Value | $12,803,920 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $102,684,479 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,892,276 | DepreciationAmt |
| Book Value | $54,792,203 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,400,122 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,339,964 | DepreciationAmt |
| Book Value | $10,060,158 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,281,938 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,969,871 | DepreciationAmt |
| Book Value | $23,312,067 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $100,968,348 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| DDIC STOCK | $200,217 | C |
| INVESTMENT IN RHC | $101,308,797 | F |
| INVESTMENT IN THE 4100 GROUP | $97,082,140 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $198,591,154 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Accrued Interest Receivable | $1,067,406 |
| Due From Affiliates | $11,092,273 |
| Other Assets | $56,706,109 |
| Deferred Tax Asset | $3,402,586 |
| Pension & Post Retire Obligations | $89,713,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $161,981,493 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| IBNR - CLAIM ADJUSTMENT RESERVES | $32,398,613 |
| UNEARNED PREMIUMS | $23,726,597 |
| PENSION & POST RETIRE OBLIGATIONS | $1,688,848 |
| DUE TO AFFILIATES | $692,799 |
| RISK-SHARING PAYABLES | $46,247,148 |
| LEASE LIABILITY | $9,570,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $114,324,988 | TotalLiabilityAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (60 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 500 Festival Inc | |||||||
| 21 VIRGINIA AVE | INDIANAPOLIS | IN | 46204 | 351004320 | 501(C)(3) | $50,000 | CHARITABLE DONATION |
| A KID AGAIN | |||||||
| 2014 N SAGINAW RD | MIDLAND | MI | 48640 | 311440073 | 501(C)(3) | $73,952 | CHARITABLE DONATION |
| ALZHEIMER'S ASSOCATION | |||||||
| 3810 PACKARD SUITE 240 | ANN ARBOR | MI | 48108 | 133039601 | 501(C)(3) | $15,231 | CHARITABLE DONATION |
| AMERICAN CANCER SOCIETY | |||||||
| 20450 CIVIC CENTER DR | SOUTHFIELD | MI | 48076 | 131788491 | 501(C)(3) | $43,992 | CHARITABLE DONATION |
| AMERICAN DENTAL ASSOCIATION | |||||||
| 211 E CHICAGO AVE | CHICAGO | IL | 60611 | 360724690 | 501(C)(4) | $11,248 | CHARITABLE DONATION |
| AMERICAN HEART ASSOCIATION | |||||||
| 271 WOODLAND PASS STE 110 | EAST LANSING | MI | 48823 | 135613797 | 501(C)(3) | $15,000 | CHARITABLE DONATION |
| AMERICAN RED CROSS | |||||||
| 7800 W OUTER DR | DETROIT | MI | 48235 | 530196605 | 501(C)(3) | $25,000 | CHARITABLE DONATION |
| ASPCA (AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS) | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | 131623829 | 501(C)(3) | $7,048 | CHARITABLE DONATION |
| AUTISM ALLIANCE OF MICHIGAN | |||||||
| 30100 TELGRAPH RD | BINGHAM FARMS | MI | 48025 | 270472137 | 501(C)(3) | $25,000 | CHARITABLE DONATION |
| BREAKTHROUGH T1D | |||||||
| 24359 NORTHWESTERN HWY | SOUTHFIELD | MI | 48075 | 231907729 | 501(C)(3) | $35,000 | CHARITABLE DONATION |
| CHILDRENS HOSPITAL OF MICHIGAN FOUNDATION | |||||||
| 3011 W GRAND BLVD | DETROIT | MI | 48202 | 320087353 | 501(C)(3) | $25,000 | CHARITABLE DONATION |
| COLLEGE NOW GREATER CLEVELAND | |||||||
| POST OFFICE PLAZA | CLEVELAND | OH | 44113 | 346580096 | 501(C)(3) | $25,000 | CHARITABLE DONATION |
| COMMUNITIES IN SCHOOLS OF MICHIGAN | |||||||
| 721 N CAPITOL STE 1 | LANSING | MI | 48906 | 453736821 | 501(C)(3) | $25,000 | CHARITABLE DONATION |
| COREWELL HEALTH FOUNDATION OF WEST MICHIGAN | |||||||
| 100 MICHGAN AVE | GRAND RAPIDS | MI | 49503 | 383752328 | 501(C)(3) | $10,000 | CHARITABLE DONATION |
| CRISTO REY COMMUNITY CENTER | |||||||
| 1717 N HIGH ST | LANSING | MI | 48906 | 381779460 | 501(C)(3) | $80,000 | CHARITABLE DONATION |
| DIVERSITY IN DENTISTRY MENTORSHIPS INC | |||||||
| 4729 E SUNRISE DR | TUSCON | AZ | 85718 | 852395210 | 501(C)(3) | $8,999 | CHARITABLE DONATION |
| DELTA DENTAL FOUNDATION | |||||||
| 4100 Okemos Rd | OKEMOS | MI | 48864 | 382337000 | 501(C)(3) | $1,500,000 | CHARITABLE DONATION |
| DETROIT RIVERFRONT CONSERVANCY | |||||||
| 600 RENAISSANCE CENTER | DETROIT | MI | 48243 | 300125283 | 501(C)(3) | $15,000 | CHARITABLE DONATION |
| ELE'S PLACE | |||||||
| 1145 WEST OAKLAND | LANSING | MI | 48915 | 382976751 | 501(C)(3) | $50,000 | CHARITABLE DONATION |
| EVERSIGHT | |||||||
| 3985 RESEARCH PARK DR | ANN ARBOR | MI | 48108 | 382117115 | 501(C)(3) | $7,500 | CHARITABLE DONATION |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR STE 200 | CHICAGO | IL | 60601 | 363673599 | 501(C)(3) | $10,370 | CHARITABLE DONATION |
| FLEECE & THANK YOU | |||||||
| 24715 CRESTVIEW | FARMINGTON HILLS | MI | 48335 | 475263037 | 501(C)(3) | $8,000 | CHARITABLE DONATION |
| GREATER LANSING FOODBANK | |||||||
| 5303 S CEDAR ST | LANSING | MI | 48911 | 382424756 | 501(C)(3) | $50,000 | CHARITABLE DONATION |
| HABITAT FOR HUMANITY OF LANSING | |||||||
| 1941 BENJAMIN DR | LANSING | MI | 48906 | 382716658 | 501(C)(3) | $15,000 | CHARITABLE DONATION |
| HAGAN RODRIGUEZ PARIODONTICS AND IMPLANT | |||||||
| 335 W LAKE LANSING RD | EAST LANSING | MI | 48823 | 263237576 | $14,000 | CHARITABLE DONATION | |
| HOUSE MAJORITY FORWARD | |||||||
| 1029 Vermont Ave NW Suite 300 | Washington | DC | 20005 | 834185105 | 501(C)(4) | $7,500 | CHARITABLE DONATION |
| IMPRESSION 5 | |||||||
| 200 MUSEUM DR | LANSING | MI | 48933 | 237200548 | 501(C)(3) | $75,000 | CHARITABLE DONATION |
| ITS A BREAST THING INC | |||||||
| 2771 SOUTHWOOD DR | EAST LANSING | MI | 48823 | 300591532 | 501(C)(3) | $5,500 | CHARITABLE DONATION |
| JUNIOR ACHIEVEMENT | |||||||
| 2368 VICTORY PARKWAY STE 301 | CINCINNATI | OH | 45206 | 320014307 | 501(C)(3) | $50,000 | CHARITABLE DONATION |
| JUNIOR ACHIEVEMENT OF MICHIGAN GREAT LAKES | |||||||
| 600 W ST JOSEPH ST | LANSING | MI | 48933 | 381557861 | 501(C)(3) | $32,500 | CHARITABLE DONATION |
| JUNIOR ACHIEVEMENT OF GREATER CLEVELAND | |||||||
| 1422 EUCLID AVE STE 952 | CLEVELAND | OH | 44115 | 340733164 | 501(C)(3) | $35,000 | CHARITABLE DONATION |
| JUNIOR ACHIEVEMENT OF SOUTHEASTERN MI | |||||||
| 577 E LARNED ST | DETROIT | MI | 48226 | 381348535 | 501(C)(3) | $25,000 | CHARITABLE DONATION |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | 383333202 | 501(C)(3) | $10,000 | CHARITABLE DONATION |
| LANSING PROMISE | |||||||
| 330 Marshall St | LANSING | MI | 48912 | 453363322 | 501(C)(3) | $50,000 | CHARITABLE DONATION |
| LAUNCH MICHIGAN | |||||||
| 119 PERE MARQUETTE STE 1C | LANSING | MI | 48912 | 920358917 | 501(C)(3) | $25,000 | CHARITABLE DONATION |
| LIFE REMODELED | |||||||
| PO BOX 28508 | DETROIT | MI | 48228 | 275020487 | 501(C)(3) | $500,000 | CHARITABLE DONATION |
| LIFECARE ALLIANCE | |||||||
| 1699 W MOUND ST | COLUMBUS | OH | 43223 | 314379494 | 501(C)(3) | $13,575 | CHARITABLE DONATION |
| MCLAREN GREATER LANSING HEALTHCARE FOUNDATION | |||||||
| 2900 COLLINS RD | LANSING | MI | 48910 | 382463637 | 501(C)(3) | $11,000 | CHARITABLE DONATION |
| METRO FOOD RESCUE | |||||||
| 6928 E KNOLLWOOD CIRCLE | WEST BLOOMFIELD | MI | 48322 | 851902179 | 501(C)(3) | $25,000 | CHARITABLE DONATION |
| MICHIGAN ECONOMIC DEVELOPMENT FOUNDATION | |||||||
| PO BOX 13063 | LANSING | MI | 48901 | 382527475 | 501(C)(3) | $50,000 | CHARITABLE DONATION |
| MICHIGAN HUMANE SOCIETY | |||||||
| 30300 TELEGRAPH RD | BINGHAM FARMS | MI | 48025 | 381358206 | 501(C)(3) | $200,000 | CHARITABLE DONATION |
| MICHIGAN SCIENCE CENTER | |||||||
| 5020 JOHN R ST | DETROIT | MI | 48202 | 455190355 | 501(C)(3) | $10,000 | SCIENCE SMILES WEEK |
| MICHIGAN STATE UNIVERSITY | |||||||
| 220 TROWBRIDGE RD | EAST LANSING | MI | 48824 | 386005984 | GOVT | $85,000 | CHARITABLE DONATION |
| MICHIGAN THANKSGIVING PARADE FOUNDATION | |||||||
| 9500 MT ELLIOTT | DETROIT | MI | 48211 | 382460378 | 501(C)(3) | $10,000 | CHARITABLE DONATION |
| NAF | |||||||
| 218 WEST 40TH ST 5TH FL | NEW YORK | NY | 10018 | 133480246 | 501(C)(3) | $13,498 | CHARITABLE DONATION |
| NATIONAL DENTAL ASSOCIATION | |||||||
| 3060 MITCHELLVILLE RD | BOWIE | MD | 20716 | 540315311 | 501(C)(4) | $5,624 | CHARITABLE DONATION |
| NO SENIOR WITHOUT CHRISTMAS | |||||||
| PO BOX 26182 | LANSING | MI | 48909 | 760840671 | 501(C)(3) | $10,000 | CHARITABLE DONATION |
| PLANET SMILEZ INC | |||||||
| 493 FORD HILL RD | HUNTER | NY | 12442 | 471378352 | 501(C)(3) | $11,248 | CHARITABLE DONATION |
| ROAD TO MICHIGANS FUTURE | |||||||
| PO BOX 12248 | LANSING | MI | 48901 | 844298056 | 501(C)(4) | $100,000 | CHARITABLE DONATION |
| RONALD MCDONALD CHARITIES OF OHIO | |||||||
| 711 E LIVINGSTON AVE | COLUMBUS | OH | 43205 | 310890152 | 501(C)(3) | $55,000 | CHARITABLE DONATION |
| SAMARITAS | |||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 381360553 | 501(C)(3) | $40,000 | CHARITABLE DONATION |
| SLEEP IN HEAVENLY PEACE INC | |||||||
| PO BOX 85304 | WESTLAND | MI | 48135 | 464346568 | 501(C)(3) | $13,250 | CHARITABLE DONATION |
| SOCIETY OF AMERICAN INDIAN DENTISTS | |||||||
| 230 FAIRVIEW DR | CARSON CITY | NV | 89701 | 205966903 | 501(C)(3) | $11,248 | CHARITABLE DONATION |
| SPARROW FOUNDATION | |||||||
| PO BOX 30480 | LANSING | MI | 48909 | 386100687 | 501(C)(3) | $65,772 | CHARITABLE DONATION |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 1335 DUBLIN RD STE 110 | COLUMBUS | OH | 43215 | 351044585 | 501(C)(3) | $10,000 | CHARITABLE DONATION |
| THE EDISON INSTITUTE | |||||||
| 20900 OAKWOOD BLVD | DEARBORN | MI | 48124 | 381359513 | 501(C)(3) | $25,000 | CHARITABLE DONATION |
| THE ROOSTERS FOUNDATION | |||||||
| 17602 17TH ST | TUSTIN | CA | 92780 | 330764177 | 501(C)(3) | $6,000 | CHARITABLE DONATION |
| UNITED WAY OF NORTH CAROLINA | |||||||
| 1130 KILDAIRE FARM RD STE 100 | CARY | NC | 27511 | 560564547 | 501(C)(3) | $25,000 | CHARITABLE DONATION |
| UNITED WAY OF NORTHWEST MICHIGAN | |||||||
| 4075 COPPER RIDGE RD | TRAVERSE CITY | MI | 49664 | 381679060 | 501(C)(3) | $200,000 | CHARITABLE DONATION |
| VET2TRACK | |||||||
| 203 PLEASANT VIEW AVE | LANSING | MI | 48910 | 473301408 | 501(C)(3) | $7,230 | CHARITABLE DONATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 54 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | CONTRIBUTIONS ARE MADE AT MANAGEMENT DISCRETION TO ORGANIZATIONS THAT SUPPORT DELTA DENTAL PLAN OF MICHIGAN'S MISSION. CONTRIBUTIONS MADE TO THE DELTA DENTAL FUND ARE APPROVED BY THE BOARD OF DIRECTORS. IN ORDER FOR FUNDS TO BE DISBURSED, VOUCHER RECORDS MUST PASS THROUGH THE APPROVAL PROCESS, SIMILAR TO ANY OTHER EXPENDITURE MADE BY DELTA DENTAL PLAN OF MICHIGAN. CRISTO REY COMMUNITY CENTER - DELTA DENTAL PROVIDED AN $80,000 DONATION TO SUPPORT THE PURCHASE OF THE COMPUTER SYSTEM NEEDED TO RUN THEIR NEW MEDICAL AND DENTAL CLINIC IN LANSING. IMPRESSION 5 - DELTA DENTAL PROVIDED $75,000 FOR THE CREATION AND DISTRIBUTION OF 2 STEM KITS PER YEAR THAT GO HOME WITH EVERY HEADSTART STUDENT IN INGHAM, EATON, AND CLINTON COUNTIES. ADDITIONALLY, THE PROGRAM PROVIDES 2 KITS PER YEAR TO ALL OF THE HEADSTART TEACHERS FOR USE WITH THE STUDENTS IN THE CLASSROOM. THESE KITS ARE INTENDED TO SUPPORT EARLY CHILDHOOD DEVELOPMENT. LANSING PROMISE - DELTA DENTAL PROVIDED $50,000 IN FUNDING TO THE LANSING PROMISE IN 2024. LANSING PROMISE IS A SCHOLARSHIP PROGRAM OFFERING TUITION ASSISTANCE FOR POST-SECONDARY (COLLEGE OR SKILLED TRADE) EDUCATION TO ALL ELIGIBLE HIGH SCHOOL GRADUATES WITHIN THE LANSING SCHOOL DISTRICT BOUNDARIES. THE PROMISE PROVIDES TUITION ASSISTANCE FOR UP TO 65 CREDITS AT LANSING COMMUNITY COLLEGE OR THE EQUIVALENT DOLLAR AMOUNT TOWARD TUITION AND FEES AT MICHIGAN STATE UNIVERSITY OR OLIVET COLLEGE. LIFE REMODELED - DELTA DENTAL PROVIDED A $500,000 DONATION FOR THE RENOVATION OF SPACE INSIDE A NEW COMMUNITY CENTER ON THE EAST SIDE OF DETROIT. THE SPACE IS BEING RENOVATED TO ACCOMODATE A NEW MEDICAL AND DENTAL CLINIC TO SERVE MEDICAID, UNDER INSURED, AND UNINSURED PEOPLE. MICHIGAN HUMANE SOCIETY - DELTA DENTAL HAS PROVIDED $200,000 AS PART OF A $1 MIILLION COMMITTMENT FOR THE HEALTHY COMMUNITIES PROGRAM WHICH ADDRESSES THE HEALTH OF PEOPLE IN THE COMMUNITY BY REACHING THEM THROUGH THEIR PETS. INTERACTIONS AT PET FOOD PANTRIES AND VACCINATIONS CLINICS ALLOW OTHER HEALTH ENTITIES IN THE COMMUNITY TO OFFER SERVICES LIKE DENTAL CLEANINGS, BLOOD PRESSURE SCREENING ETC TO THE HUMANS WHO ARE WAITING FOR THEIR PETS TO BE TREATED. UNITED WAY OF NORTHWEST MICHIGAN - DELTA DENTAL HAS PROVIDED A $200,000 DONATION TO HELP THE DENTAL CLINIC THEY RUN ADD A STAFF MEMBER TO ASSIST UNINSURED PATIENTS WITH THE PROCESS OF SIGNING UP FOR MEDICAID OR AN INSURANCE PLAN UNDER THE AFFORDABLE CARE ACT SO THAT THE CLINIC WOULD BE ABLE TO BILL FOR THOSE PATIENT SERVICES IN THE FUTURE AND EVENTUALLY BECOME FINANCIALLY INDEPENDENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | 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 (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER T FISHER | ||||||||||||||
| DIRECTOR | $60,000 | $107,004 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $60,000 | $107,004 | $0 | $0 |
| JEFF BOTKIN | ||||||||||||||
| FORMER SVP, BUSINESS SERVICES | $31,064 | $0 | $506,668 | $0 | $60,041 | $0 | $0 | $0 | $0 | $0 | $597,773 | $0 | $0 | $0 |
| GORAN M JURKOVIC CPA | ||||||||||||||
| CEO, PRESIDENT | $1,511,908 | $0 | $3,756,580 | $0 | $4,189,094 | $0 | $2,688,539 | $0 | $27,241 | $0 | $12,173,362 | $0 | $4,141,804 | $0 |
| ANTHONY D ROBINSON | ||||||||||||||
| EVP, CMO & CRO | $652,874 | $0 | $1,038,809 | $0 | $1,147,674 | $0 | $760,823 | $0 | $27,241 | $0 | $3,627,421 | $0 | $1,130,171 | $0 |
| AMY L BASEL CPA | ||||||||||||||
| EVP/CFO & CRO/TREASURER | $552,581 | $0 | $968,814 | $0 | $960,513 | $0 | $660,849 | $0 | $27,241 | $0 | $3,169,998 | $0 | $921,829 | $0 |
| SUE ELLEN JENKINS | ||||||||||||||
| EVP, CHIEF LEGAL OFFICER, CAO & SECRETARY | $567,525 | $0 | $1,037,144 | $0 | $1,233,999 | $0 | $447,227 | $0 | $5,150 | $0 | $3,291,045 | $0 | $1,206,808 | $0 |
| MARK BAUGHMAN | ||||||||||||||
| SVP & CIO | $385,464 | $0 | $496,763 | $0 | $28,639 | $0 | $103,573 | $0 | $19,077 | $0 | $1,033,516 | $0 | $0 | $0 |
| JEFFERY W JOHNSTON DDS MS | ||||||||||||||
| SVP & CHIEF SCIENCE OFFICER | $350,158 | $0 | $160,568 | $0 | $6,936 | $0 | $100,022 | $0 | $19,077 | $0 | $636,761 | $0 | $0 | $0 |
| TOBY HALL | ||||||||||||||
| PRESIDENT & CEO OF ROOSEVELT | $480,532 | $0 | $482,533 | $0 | $498,407 | $0 | $420,918 | $0 | $17,263 | $0 | $1,899,653 | $0 | $474,664 | $0 |
| KUSHTRIM SHAQIRI | ||||||||||||||
| VP GOVERMENT PROGRAMS | $408,485 | $0 | $313,117 | $0 | $13,165 | $0 | $17,723 | $0 | $27,241 | $0 | $779,731 | $0 | $0 | $0 |
| MIKE BOBAK | ||||||||||||||
| VP SALES & ACCT MGT | $266,268 | $0 | $420,047 | $0 | $16,443 | $0 | $65,140 | $0 | $27,241 | $0 | $795,139 | $0 | $0 | $0 |
| DANIEL LOVEJOY | ||||||||||||||
| VP, SALES AND ACCT MGT | $293,456 | $0 | $370,543 | $0 | $9,221 | $0 | $47,745 | $0 | $27,241 | $0 | $748,206 | $0 | $0 | $0 |
| EARL MAJOR | ||||||||||||||
| VP HUMAN RESOURCES | $148,545 | $0 | $401,101 | $0 | $1,161 | $0 | $28,251 | $0 | $8,206 | $0 | $587,264 | $0 | $0 | $0 |
| MATT GLOVER | ||||||||||||||
| SR DIRECTOR, GOVT PROGRAMS, SALES & ACCT MGT | $169,169 | $0 | $307,446 | $0 | $541 | $0 | $26,192 | $0 | $27,241 | $0 | $530,589 | $0 | $0 | $0 |
| MITCH NOTARO | ||||||||||||||
| VP, INFORMATION TECHNOLOGY | $212,315 | $0 | $94,485 | $0 | $142,398 | $0 | $35,855 | $0 | $25,259 | $0 | $510,312 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | FIRST CLASS TRAVEL FOR BUSINESS PURPOSES IS AVAILABLE TO SENIOR EXECUTIVES AND KEY EMPLOYEES. THIS AMOUNT WAS TREATED AS NONTAXABLE TO THESE INDIVIDUALS. |
| Schedule J, Part I, Line 1a Travel for companions | TRAVEL MAY BE AVAILABLE TO SPOUSES ON OCCASION AND WOULD BE TREATED AS TAXABLE INCOME TO THE BOARD MEMBER OR EMPLOYEE AS APPROPRIATE. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | VARIOUS INDIVIDUALS ON SCHEDULE J ARE ELIGIBLE FOR REIMBURSEMENT OF SUBSTANTIATED HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES THAT HAVE A BUSINESS PURPOSE. THE PERSONAL PORTION OF THIS BENEFIT IS REPORTED ANNUALLY AND IS INCLUDED AS TAXABLE INCOME ON THE EMPLOYEE'S W-2. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | MITCH NOTARO RECEIVED SEVERANCE IN AMOUNT OF $141,369 IN 2024. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | DELTA DENTAL PLAN OF MICHIGAN, HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IN ORDER TO BE ELIGIBLE FOR THE SERP, AN EMPLOYEE MUST BE A SENIOR EXECUTIVE AND ADDED TO THE PLAN BY THE BOARD OF DIRECTORS. THE SERP BENEFITS ARE REVIEWED AS PART OF THE TOTAL COMPENSATION BY AN INDEPENDENT CONSULTANT; TOWERS WATSON. IN 2024, GORAN JURKOVIC, AMY BASEL, TOBY HALL, SUE JENKINS, AND ANTHONY ROBINSON ACCRUED BENEFITS AS PARTICIPANTS IN THE SERP PLAN. GORAN JURKOVIC, AMY BASEL, SUE JENKINS, TOBY HALL, AND ANTHONY ROBINSON BECAME VESTED IN A PORTION OF THEIR ACCRUED BENEFITS AND, AS REQUIRED BY THE IRS, THE VESTED PORTION WAS TREATED AS TAXABLE WAGES DURING 2024. THESE WAGES WERE ALSO REPORTED ON SCHEDULE J AS COMPENSATION THAT HAS BEEN REPORTED AS DEFFERED ON PRIOR FORM 990S. |
| Schedule J, Part I, Line 7 Non-fixed payments | AS INDICATED IN SCHEDULE J, PART II, TOP MANAGEMENT OFFICIALS RECEIVED A BONUS BASED UPON PERFORMANCE AND THE FINANCIAL RESULTS OF THE ORGANIZATION. THE BONUS WAS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. |
| Schedule J, Part I, Line 3 | THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS PERFORMANCE AND SETS TOTAL COMPENSATION FOR THE CEO WITHOUT THE PRESENCE OF INFLUENCE OF THE CEO. EVERY TWO YEARS, A STUDY IS PERFORMED BY TOWERS WATSON AND THE DATA IS USED IN COMPENSATION DECISIONS. THE INDEPENDENT CONSULTANT PROVIDES AN OPINION AS TO THE REASONABLENESS AND APPROPRIATENESS OF THE TOTAL COMPENSATION, INCLUDING BASE PAY, INCENTIVE, BENEFITS AND RETIREMENT BENEFITS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JASON DAMAN | |||
| Jason Daman is a DDMI employee and his parent is a board member of DDMI | $117,007 | EMPLOYEE OF DELTA DENTAL PLAN OF MICHIGAN, INC. | false |
| STEVEN M DATER DDS | |||
| BOARD MEMBER AND OWNER OF STEVEN M DATER DDS & ASSOCIATES II, PLC | $474,557 | PAYMENTS FOR DENTAL SERVICES | false |
| RAYMOND GIST DDS | |||
| BOARD MEMBER AND OWNER OF RAYMOND GIST DDS, PC | $180,699 | PAYMENTS FOR DENTAL SERVICES | false |
| LARRY DEGROAT DDS | |||
| BOARD MEMBER AND OWNER OF LARRY DEGROAT DDS, PC | $162,360 | PAYMENTS FOR DENTAL SERVICES | false |
| BLAKE LIVINGSTON DDS | |||
| BOARD MEMBER AND OWNER OF RONALD A. LIVINGSTON DDS PC | $224,749 | PAYMENTS FOR DENTAL SERVICES | false |
| JUAN RODRIGUEZ DDS | |||
| BOARD MEMBER AND OWNER OF HAGAN RODRIGUEZ PERIODONTICS AND IMPLANTS | $1,632,633 | PAYMENTS FOR DENTAL SERVICES | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part IV, Line 12a | DELTA DENTAL PLAN OF MICHIGAN RECEIVES AN AUDITED FINANCIAL STATEMENT FROM AN INDEPENDENT ACCOUNTANT BUT THESE STATEMENTS ARE PREPARED ON A STATUTORY BASIS AND NOT IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP). |
| Form 990, Part VI, Line 6 Classes of members or stockholders | DELTA DENTAL PLAN OF MICHIGAN HAS A SOLE MEMBER, RENAISSANCE HEALTH SERVICE CORPORATION. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE SOLE MEMBER HAS VOTING RIGHTS AND ELECTS DIRECTORS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE SOLE MEMBER HAS THE RIGHTS THAT ARE PRESCRIBED BY LAW, FOR MEMBERS OF NON-PROFIT CORPORATIONS, INCLUDING THE APPROVAL OF SIGNIFICANT EXPENDITURES AND CEO APPOINTMENT. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE INFORMATION PRESENTED ON THE FORM 990 IS GATHERED BY THE SENIOR TAX ADMINISTRATOR FOR THE ORGANIZATION. THE CFO REVIEWS THE INFORMATION. ONCE APPROVED, THE INFORMATION IS GIVEN TO OUTSIDE TAX PREPARERS WHO PREPARE AND REVIEW THE FORM 990. ONCE COMPLETE, AN ELECTRONIC COPY OF THE FORM 990 IS PLACED IN A SECURE PORTAL FOR THE BOARD TO REVIEW. THIS IS DONE BEFORE THE RETURN IS FILED WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE COMPANY'S EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER, AND CAO IS CHARGED WITH REVIEWING AND MONITORING ANY POTENTIAL CONFLICT OF INTEREST TRANSACTIONS. ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO REVIEW AND EXECUTE A CONFLICT OF INTEREST POLICY. THIS POLICY REQUIRES THAT ANY CONFLICTS OF INTEREST BE DISCLOSED ON AN ANNUAL BASIS, OR AT ANY OTHER TIME THAT THE PERSON EXECUTING THE POLICY BECOMES AWARE OF A SITUATION OR TRANSACTION THAT ACTUALLY OR POTENTIALLY CREATES A CONFLICT OF INTEREST. ALL CONFLICT OF INTEREST DISCLOSURE FORMS ARE INITIALLY REVIEWED BY THE EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER, AND CAO. IF A PROHIBITED TRANSACTION IS IDENTIFIED, THE MATTER IS ESCALATED TO THE CEO AND TO THE AUDIT, FINANCE, AND RISK MANAGEMENT COMMITTEE OF THE BOARD OF DIRECTORS FOR FURTHER REVIEW AND APPROPRIATE ACTION. IN THE EVENT OF A CONFLICT OF INTEREST INVOLVING A MEMBER OF THE BOARD OF DIRECTORS, SUCH AS A VOTE IN WHICH A MEMBER HAD AN INTEREST, THE MEMBER IS REQUIRED TO DISCLOSE THE POTENTIAL CONFLICT AND ABSTAIN FROM ANY VOTE ON THE MATTER. WHETHER FURTHER PRECAUTIONS ARE REQUIRED (E.G., PROHIBITING THE INTERESTED PARTY FROM ENGAGING IN DISCUSSIONS) WOULD DEPEND UPON THE SPECIFIC NATURE AND BACKGROUND OF THE CONFLICT. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | COMPENSATION OF THE CEO IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. OUTSIDE COMPENSATION CONSULTANTS ARE USED TO DETERMINE MARKET DATA WHICH IS USED TO SET TOTAL COMPENSATION FOR OFFICERS AND KEY EMPLOYEES INCLUDING THE CEO, CFO, AND OTHERS AS APPROPRIATE. DELTA DENTAL PLAN OF MICHIGAN, INC. CONTRACTS WITH TOWERS WATSON TO DO A COMPENSATION AND REASONABLENESS ANALYSIS EVERY TWO YEARS. TOWERS WATSON ALSO PROVIDES AN OPINION AS TO THE REASONABLENESS OF THE TOTAL COMPENSATION PACKAGES, INCLUDING BASE PAY, INCENTIVE, BENEFITS AND RETIREMENT BENEFITS. THE COMPENSATION WAS LAST REVIEWED UNDER THIS PROCESS DURING 2024. COMPENSATION DECISIONS ARE MADE UTILIZING THE DATA PROVIDED BY TOWERS WATSON. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | COMPENSATION OF THE OTHER EXECTUTIVES IS DETERMINED BY THE CEO IN CONSULTATION WITH THE Executive Vice President, Chief Legal Officer and CAO. OUTSIDE COMPENSATION CONSULTANTS ARE USED TO DETERMINE MARKET DATA WHICH IS USED TO SET TOTAL COMPENSATION FOR OFFICERS AND KEY EMPLOYEES INCLUDING THE CEO, CFO, AND OTHERS AS APPROPRIATE. DELTA DENTAL PLAN OF MICHIGAN, INC. CONTRACTS WITH TOWERS WATSON TO DO A COMPENSATION AND REASONABLENESS ANALYSIS EVERY TWO YEARS. TOWERS WATSON ALSO PROVIDES AN OPINION AS TO THE REASONABLENESS OF THE TOTAL COMPENSATION PACKAGES, INCLUDING BASE PAY, INCENTIVE, BENEFITS AND RETIREMENT BENEFITS. THE COMPENSATION WAS LAST REVIEWED UNDER THIS PROCESS DURING 2024. COMPENSATION DECISIONS ARE MADE UTILIZING THE DATA PROVIDED BY TOWERS WATSON. |
| Form 990, Part VI, Line 19 Required documents available to the public | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
| Form 990, Part VII, Section A | CERTAIN EMPLOYEES ARE OFFICERS OF MULTIPLE COMPANIES WITHIN THE LARGER ORGANIZATION. THE AVERAGE HOURS WORKED REFLECTS APPROXIMATE TIME SPENT IN EACH OF THOSE INDIVIDUAL COMPANIES. WHILE THE HOURS ARE ALLOCATED TO INDIVIDUAL COMPANIES, MUCH OF THE OFFICERS' TIME IS SPENT WORKING ON ISSUES THAT IMPACT THE ENTIRE ORGANIZATION, NOT JUST ONE COMPANY. COMPENSATION IS REPORTED IN FULL TO AGREE TO THE EMPLOYEE'S W-2 AS REQUIRED BY IRS INSTRUCTIONS. ANY ALLOCATION OF COMPENSATION IS INCLUDED ON SCHEDULE R. |
| Form 990, Part IX, Line 11g Other Fees | CONTRACT LABOR - Total Expense: 30582515, Program Service Expense: 20379452, Management and General Expenses: 10203063, Fundraising Expenses: ; CONTRACTED SERVICES - Total Expense: 7749007, Program Service Expense: 4419836, Management and General Expenses: 3329171, Fundraising Expenses: ; DENTAL CONSULTANT - Total Expense: 2949940, Program Service Expense: 2949940, Management and General Expenses: 0, Fundraising Expenses: ; AFFILIATE CONTRACT LABOR - Total Expense: 448502, Program Service Expense: 5000, Management and General Expenses: 443502, Fundraising Expenses: ; PURCHASED DENTAL SERVICES - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 0, Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | GAIN ON EQUITY IN SUBSIDIARY - -10585434; PENSION RELATED CHANGES - 41155777; Total - 30570343; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| ROOSEVELT INNOVATIONS LLC | |||||||||
| 4100 OKEMOS ROAD | OKEMOS | MI | 48864 | 872770512 | CLAIMS PROCESSING | MI | -$11,916,806 | $2,324,491 | DELTA DENTAL PLAN OF MICHIGAN INC |
| ROOSEVELT SOLUTIONS LLC | |||||||||
| 4100 OKEMOS ROAD | OKEMOS | MI | 48864 | 371962356 | CLAIMS PROCESSING | MI | $0 | $0 | DELTA DENTAL PLAN OF MICHIGAN INC |
| T4G HEALTH HOLDINGS LLC | |||||||||
| 4100 OKEMOS ROAD | OKEMOS | MI | 48864 | 921012982 | FINANCIAL PLANNING | MI | $0 | $0 | T4G MANAGEMENT LLC |
| T4G FUND MANAGEMENT LLC | |||||||||
| 4100 OKEMOS ROAD | OKEMOS | MI | 48864 | 932747487 | FINANCIAL PLANNING | MI | $0 | $0 | THE 4100 GROUP |
| DEWPOINT LLC | |||||||||
| 4100 OKEMOS ROAD | OKEMOS | MI | 48864 | 383300595 | IT CONSULTING | MI | $0 | $0 | T4G MANAGEMENT LLC |
| GRIES FINANCIAL LLC | |||||||||
| 4100 OKEMOS ROAD | OKEMOS | MI | 48864 | 341891243 | FINANCIAL PLANNING | MI | $0 | $0 | T4G FINANCIAL SERVICES LLC |
| LOGIX INVESTMENTS LLC | |||||||||
| 4100 OKEMOS ROAD | OKEMOS | MI | 48864 | 815265121 | FINANCIAL PLANNING | MI | $0 | $0 | GRIES FINANCIAL LLC |
| T4G MFO HOLDINGS LLC | |||||||||
| 4100 OKEMOS ROAD | OKEMOS | MI | 48864 | 331949478 | FINANCIAL PLANNING | MI | $0 | $0 | T4G FINANCIAL SERVICES LLC |
| T4G REAL ESTATE HOLDINGS LLC | |||||||||
| 4100 OKEMOS ROAD | OKEMOS | MI | 48864 | 331884322 | REAL ESTATE | MI | $0 | $0 | T4G MANAGEMENT LLC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RENAISSANCE HEALTH SERVICE CORPORATION | |||||||||||
| PO BOX 30416 | LANSING | MI | 489097916 | 381675667 | PROMOTING DENTAL CARE | MI | 501(c)(4) | NA | false | ||
| DELTA DENTAL PLAN OF OHIO INC | |||||||||||
| PO BOX 30416 | LANSING | MI | 489097916 | 310685339 | PROVIDE DENTAL SERVICE PLANS | OH | 501(c)(4) | DELTA DENTAL PLAN OF MICHIGAN INC | Yes (true) | ||
| DELTA DENTAL PLAN OF INDIANA INC | |||||||||||
| PO BOX 30416 | LANSING | MI | 489097916 | 351545647 | PROVIDE DENTAL SERVICE PLANS | IN | 501(c)(4) | DELTA DENTAL PLAN OF MICHIGAN INC | Yes (true) | ||
| DELTA DENTAL OF TENNESSEE | |||||||||||
| 1600 WEST END AVENUE | NASHVILLE | TN | 37203 | 620812197 | PROVIDE DENTAL SERVICE PLANS | TN | 501(c)(4) | RENAISSANCE HEALTH SERVICE CORPORATION | false | SUITE 1700 | |
| DELTA DENTAL FUND | |||||||||||
| PO BOX 3041 | LANSING | MI | 489097916 | 382337000 | SUPPORT DENTAL EDUCATION AND RESEARCH PROGRAMS | MI | 501(c)(3) | DELTA DENTAL PLAN OF MICHIGAN INC | Yes (true) | Type I | |
| DELTA DENTAL PLAN OF NEW MEXICO INC | |||||||||||
| 100 SUN AVE NE | ALBUQUERQUE | NM | 87109 | 850224562 | PROVIDE DENTAL SERVICE PLANS | NM | 501(c)(4) | RENAISSANCE HEALTH SERVICE CORPORATION | false | SUITE 400 | |
| DELTA DENTAL OF KENTUCKY INC | |||||||||||
| 10100 LINN STATION ROAD NO 700 | LOUISVILLE | KY | 40223 | 610659432 | PROVIDE DENTAL SERVICE PLANS | KY | 501(c)(4) | RENAISSANCE HEALTH SERVICE CORPORATION | false | ||
| DELTA DENTAL OF NORTH CAROLINA | |||||||||||
| 3737 GLENWOOD AVENUE | RALEIGH | NC | 27612 | 561018068 | PROVIDE DENTAL SERVICE PLANS | NC | 501(c)(4) | RENAISSANCE HEALTH SERVICE CORPORATION | false | SUITE 320 | |
| DELTA DENTAL PLAN OF ARKANSAS INC | |||||||||||
| 1513 COUNTRY CLUB RD | SHERWOOD | AR | 72120 | 710561140 | PROVIDE DENTAL SERVICE PLANS | AR | 501(c)(4) | RENAISSANCE HEALTH SERVICE CORPORATION | false | ||
| DELTA DENTAL OF ARKANSAS FOUNDATION INC | |||||||||||
| 1513 COUNTRY CLUB RD | SHERWOOD | AR | 72120 | 261569324 | EMPHASIZE DENTAL HEALTH IN COMMUNITIES | AR | 501(c)(3) | DELTA DENTAL OF ARKANSAS | false | PF | |
| RENAISSANCE FAMILY FOUNDATION INC | |||||||||||
| 225 S EAST ST | INDIANAPOLIS | IN | 46202 | 461376165 | EMPHASIZE DENTAL HEALTH IN COMMUNITIES | IN | 501(c)(3) | RENAISSANCE HOLDING COMPANY | false | PF | |
| SMILE 180 FOUNDATION | |||||||||||
| 1600 WEST END AVENUE | NASHVILLE | TN | 37203 | 471654054 | EMPHASIZE DENTAL HEALTH IN COMMUNITIES | TN | 501(c)(3) | DELTA DENTAL OF TENNESSEE INC | false | SUITE 1700 | Type I |
| DELTA DENTAL OF KENTUCKY FOUNDATION INC | |||||||||||
| 10100 LINN STATION ROAD | LOUISVILLE | KY | 40223 | 874045357 | EMPHASIZE DENTAL HEALTH IN COMMUNITIES | KY | 501(c)(3) | DELTA DENTAL OF KENTUCKY | false | SUITE 700 | PF |
| DELTA DENTAL FOUNDATION OF NORTH CAROLINA | |||||||||||
| 3737 GLENWOOD AVENUE SUITE 320 | RALEIGH | NC | 27612 | 331403825 | EMPHASIZE DENTAL HEALTH IN COMMUNITIES | NC | 501(c)(3) | DELTA DENTAL OF NORTH CAROLINA | false | Type I | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RED CEDAR INVESTMENT MANAGEMENT LLC | |||||||||||||
| 333 BRIDGE STREET NW | SUITE 601 | GRAND RAPIDS | MI | 49546 | 462667997 | CAPITAL MANAGEMENT | MI | T4G MANAGEMENT LLC | Related | $578,798 | $2,926,104 | false | false |
| T4G MANAGEMENT LLC | |||||||||||||
| 300 WASHINGTON SQUARE | SUITE 225 | LANSING | MI | 48933 | 884271021 | FINANCIAL PLANNING | MI | THE 4100 GROUP | Related | -$6,477,088 | $99,459,969 | false | false |
| T4G FINANCIAL SERVICES LLC | |||||||||||||
| 300 WASHINGTON SQUARE | SUITE 225 | LANSING | MI | 48933 | 921020583 | FINANCIAL PLANNING | MI | T4G MANAGEMENT LLC | Related | -$1,197,805 | $18,483,395 | false | false |
| ARCIS FUND I LLC | |||||||||||||
| 300 WASHINGTON SQUARE | SUITE 225 | LANSING | MI | 48933 | 932945609 | INVESTMENTS | MI | RENAISSANCE HOLDING COMPANY | Related | -$123,740 | $8,181,986 | false | false |
| SYLVASON LLC DBA DENT-WELL LLC | |||||||||||||
| 10726 TUPPER LAKE DR | HOUSTON | TX | 77042 | 994952135 | DENTAL CARE | TX | T4G HEALTH HOLDINGS LLC | Related | $70,758 | $1,899,990 | false | false | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RENAISSANCE HOLDING COMPANY | ||||||||||||
| PO BOX 30381 | LANSING | MI | 48909 | 412177193 | HOLDING COMPANY | MI | DELTA DENTAL OF MICHIGAN | C Corporation | -$181,391 | $52,775,726 | Yes (true) | |
| RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA | ||||||||||||
| PO BOX 30381 | LANSING | MI | 48909 | 470397286 | INSURANCE | IN | RENAISSANCE HOLDING COMPANY | C Corporation | -$1,993,100 | $75,221,173 | Yes (true) | |
| RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF NEW YORK | ||||||||||||
| PO BOX 30381 | LANSING | MI | 48909 | 134098096 | INSURANCE | NY | RENAISSANCE HOLDING COMPANY | C Corporation | $412,248 | $9,562,263 | Yes (true) | |
| FORE HOLDING CORPORATION | ||||||||||||
| 1600 WEST END AVENUE | NASHVILLE | TN | 37203 | 204116122 | HOLDING COMPANY | TN | NA | C Corporation | false | SUITE 1700 | ||
| DENTAL CHOICE INC | ||||||||||||
| 10100 LINN STATION ROAD | LOUISVILLE | KY | 40223 | 611105118 | PROVIDE DENTAL SERVICE PLANS | KY | NA | C Corporation | false | SUITE 700 | ||
| DENTAL CHOICE AGENCY INC | ||||||||||||
| 10100 LINN STATION RD | LOUISVILLE | KY | 40223 | 611336003 | PRIMARY GENERAL AGENCY FOR DDKY & DENTAL CHOICE | KY | NA | C Corporation | false | SUITE 700 | ||
| OMEGA ADMINISTRATORS INC | ||||||||||||
| 1513 COUNTRY CLUB ROAD | SHERWOOD | AR | 72120 | 043740469 | PROVIDING THIRD-PARTY ADMINISTRATIVE SERVICES | AR | NA | C Corporation | false | |||
| THE 4100 GROUP | ||||||||||||
| 4100 OKEMOS ROAD | OKEMOS | MI | 48864 | 472557772 | INVESTMENT IN SUBSIDIARIES | MI | DELTA DENTAL OF MICHIGAN | C Corporation | -$9,021,968 | $99,062,488 | Yes (true) | |
| DENTAL CHOICE ANCILLARY INC | ||||||||||||
| 10100 LINN STATION RD | LOUISVILLE | KY | 40223 | 881391091 | PROVIDE DENTAL SERVICE PLAN | KY | NA | C Corporation | false | SUITE 700 | ||
| ANCILLARY CHOICE LIFE INC | ||||||||||||
| 10100 LINN STATION RD | LOUISVILLE | KY | 40223 | 880574945 | INSURANCE | KY | NA | C Corporation | false | SUITE 700 | ||
| DYNTL INC | ||||||||||||
| 2800 WHITE OAK DR | NASHVILLE | TN | 37215 | 934527543 | DENTAL SERVICE | TN | T4G HEALTH HOLDINGS LLC | C Corporation | $413,570 | $0 | Yes (true) | |
| JOYN HEALTH INC | ||||||||||||
| 300 S WASHINGTON SQUARE SUITE 225 | LANSING | MI | 48933 | 990915381 | DENTAL SERVICE | MI | T4G HEALTH HOLDINGS LLC | C Corporation | -$1,134,298 | $2,631,935 | Yes (true) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DELTA DENTAL PLAN OF OHIO INC | ||
| L | $49,428,392 | ACTUAL COST |
| DELTA DENTAL PLAN OF INDIANA INC | ||
| L | $19,462,069 | ACTUAL COST |
| DELTA DENTAL OF NORTH CAROLINA | ||
| L | $9,831,445 | ACTUAL COST |
| DELTA DENTAL OF TENNESSEE | ||
| L | $6,810,530 | ACTUAL COST |
| DELTA DENTAL PLAN OF ARKANSAS INC | ||
| L | $6,283,701 | ACTUAL COST |
| RENAISSANCE LIFE AND HEALTH INSURANCE COMPANY OF AMERICA | ||
| L | $5,829,829 | ACTUAL COST |
| DELTA DENTAL OF KENTUCKY INC | ||
| L | $3,460,696 | ACTUAL COST |
| DELTA DENTAL PLAN OF NEW MEXICO INC | ||
| L | $3,081,315 | ACTUAL COST |
| DELTA DENTAL FUND | ||
| L | $1,278,670 | ACTUAL COST |
| THE 4100 GROUP | ||
| L | $219,020 | ACTUAL COST |
| RENAISSANCE HEALTH SERVICE CORPORATION | ||
| L | $133,938 | ACTUAL COST |
| RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF NEW YORK | ||
| L | $116,522 | ACTUAL COST |
| RENAISSANCE HOLDING COMPANY | ||
| L | $85,892 | ACTUAL COST |
| DELTA DENTAL FUND | ||
| B | $1,500,000 | ACTUAL COST |
| RED CEDAR INVESTMENT MANAGEMENT LLC | ||
| M | $2,505,678 | ACTUAL COST |