2023 Form 5500 filing — Washington State Auto Dealers Insurance Trust Benefit Plan
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 20241015180641NAL0017017443001) for Washington State Auto Dealers Insurance Trust Benefit Plan, reported by Washington State Auto Dealers Insurance Trust under EIN 91-6056560 and plan number 501. It reports 777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180641NAL0017017443001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Washington State Auto Dealers Insurance Trust
- EIN
- 91-6056560
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 777
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $716,401
- Total liabilities (EOY)
- $152,920
- Net assets (EOY)
- $563,481
- Employer contributions
- $4,263,740
- Participant contributions
- $21,615
- Total income / additions
- $4,360,065
- Benefits paid
- $4,052,098
- Administrative expenses
- $389,050
- Total expenses
- $4,441,148
- Net increase / (decrease)
- -$81,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paynewest Insurance, Inc. | NONE | $258,058 | not reported in the loaded dataset |
| Vimly Benefit Solutions, Inc. | NONE | $55,999 | not reported in the loaded dataset |
| Aaron Swanson | NONE | $20,757 | not reported in the loaded dataset |
| Schoedel & Schoedel, Cpas Pllc | NONE | $20,600 | not reported in the loaded dataset |
| The Cicotte Law Firm, Pllc | NONE | $20,160 | not reported in the loaded dataset |
| Greene Wealth Management, LLC | NONE | $5,282 | not reported in the loaded dataset |