Plan5500

2023 Form 5500 filing — Montana Auto Dealers Association Group Benefits Tr

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240523133636NAL0005271233001) for Montana Auto Dealers Association Group Benefits Tr, reported by Montana Auto Dealers Association under EIN 81-0170300 and plan number 502. It reports 814 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240523133636NAL0005271233001
Filing year
2023
Form type
3
Plan sponsor
Montana Auto Dealers Association
EIN
81-0170300
Plan number
502
Location
Helena, MT
Participants
814
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,067,366
Total liabilities (EOY)
$720,091
Net assets (EOY)
$347,275
Employer contributions
$6,669,742
Participant contributions
$8,639
Total income / additions
$7,388,249
Benefits paid
$6,337,973
Administrative expenses
$536,056
Total expenses
$6,874,029
Net increase / (decrease)
$514,220
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Jacq Creek Consulting GroupCONSULTING$79,950not reported in the loaded dataset
MtadaMANAGEMENT FEES$67,800not reported in the loaded dataset
Employee Benefit Management ServiceTHIRD PARTY ADMIN$42,813not reported in the loaded dataset
Kcoe Isom, LlpAUDITOR$35,000not reported in the loaded dataset
It Starts With MeWELLNESS SCREENINGS$29,000not reported in the loaded dataset
Smith Law FirmLEGAL$25,749not reported in the loaded dataset
Granite Peak AnalyticsCONSULTING$20,000not reported in the loaded dataset

Related Form 5500 pages