Plan5500

2023 Form 5500 filing — National Automobile Dealers Insurance Trust Dealer Life Insurance 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 20250115133504NAL0044020530004) for National Automobile Dealers Insurance Trust Dealer Life Insurance Plan, reported by National Automobile Dealers Insurance Tr under EIN 43-6121557 and plan number 502. It reports 1,130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250115133504NAL0044020530004
Filing year
2023
Form type
4
Plan sponsor
National Automobile Dealers Insurance Tr
EIN
43-6121557
Plan number
502
Location
Mclean, VA
Participants
1,130
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,172,895
Total liabilities (EOY)
$415,900
Net assets (EOY)
$13,756,995
Participant contributions
$2,876,047
Total income / additions
$4,426,003
Benefits paid
$7,471,554
Administrative expenses
$1,463,073
Total expenses
$8,934,627
Net increase / (decrease)
-$4,508,624
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Gilsbar, Inc.INDEPENDENT CONTRACTOR$652,107not reported in the loaded dataset
Newport Trust CompanyINDEPENDENT CONTRACTOR$246,962not reported in the loaded dataset
Nada Services CorporationAFFILIATED ENTITY$75,753not reported in the loaded dataset
Moss Adams LlpNONE$27,928not reported in the loaded dataset
Aprio LlpAUDITOR$10,902not reported in the loaded dataset
Northrop Consulting ServicesNONE$5,030not reported in the loaded dataset

Related Form 5500 pages