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Form 5500 · Retirement plan · LEXINGTON, KY

COMMONWEALTH DENTAL GROUP

The filing calls this plan COMMONWEALTH DENTAL GROUP 401(K) RETIREMENT SAVINGS PLAN.

COMMONWEALTH DENTAL GROUP of LEXINGTON, KY's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-1192504 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
390
Contracts on file
1
Contract value
$13,943,608
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with JOHN HANCOCK LIFE INSURANCE COMPANY.

The contracts held $13,943,608 at the end of the plan year, as reported on Schedule A.

$32,084 in agent commissions is disclosed across the contracts; EQUITABLE ADVISORS, LLC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC372December$13,943,608$32,084

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
COMMONWEALTH DENTAL GROUP
EIN 85-1192504
JOHN HANCOCK LIFE INSURANCE COMPANY
Recordkeeping and information management · EIN 01-0233346
$3,238
paid directly by the plan
WILSHIRE ASSOCIATES, INC. (USA)
RIA · EIN 95-2755361
$2,604
paid directly by the plan
JOHN HANCOCK LIFE INSURANCE COMPANY
Recordkeeping and information management · EIN 01-0233346
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$14,628,723
Paid out in benefits
$879,361
Participants at the start of the year
390
Participants with account balances
347

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 01-0233346
JOHN HANCOCK LIFE INSURANCE COMPANY
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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