2023 Form 5500 filing — Nfada Employees Health & Welfare Trust
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 20241203145922NAL0004004320001) for Nfada Employees Health & Welfare Trust, reported by Niagara Frontier Automobile Dealers Association, Inc. under EIN 23-7077769 and plan number 501. It reports 1,580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241203145922NAL0004004320001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Niagara Frontier Automobile Dealers Association, Inc.
- EIN
- 23-7077769
- Plan number
- 501
- Location
- Williamsville, NY
- Participants
- 1,580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $762,108
- Total liabilities (EOY)
- $133,621
- Net assets (EOY)
- $628,487
- Employer contributions
- $1,076,918
- Total income / additions
- $1,123,531
- Benefits paid
- $1,062,740
- Administrative expenses
- $131,674
- Total expenses
- $1,194,414
- Net increase / (decrease)
- -$70,883
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Guardian Life Insurance Co. | NONE | $74,329 | $0 |
| Nfada | PLAN SPONSOR | $32,875 | not reported in the loaded dataset |
| Dopkins & Company, Llp | AUDITOR | $17,000 | not reported in the loaded dataset |