Plan5500

Vt Vehicle & Automotive Distributors Association Dental Benefits Life And Disability Insurance Trust — Form 5500 plan (Vermont Auto Dealers Assoc., Inc)

Plain-English plan 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, Vt Vehicle & Automotive Distributors Association Dental Benefits Life And Disability Insurance Trust is a benefit plan reported by Vermont Auto Dealers Assoc., Inc under EIN 03-0213537 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,769 participants and $141,903 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vermont Auto Dealers Assoc., Inc
EIN
03-0213537
Plan number
502
Plan type
3
Location
Montpelier, VT
Latest filing year
2023
Participants
1,769
End-of-year plan assets
$141,903

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,769H, C20250826080901NAL0008316449002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$141,903
Total liabilities (EOY)
$82,362
Net assets (EOY)
$59,541
Net assets (BOY)
$61,643

Income & contributions

Employer contributions
$433,692
Participant contributions
$386,708
Total contributions
$820,400
Total income / additions
$820,400

Expenses & distributions

Benefits paid
$695,281
Administrative expenses
$127,221
Total expenses
$822,502
Net increase / (decrease)
-$2,102

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northeast Delta DentalNONE$63,513not reported in the loaded dataset2023
Grippin Donlan & Pinkham, PlcNONE$24,000not reported in the loaded dataset2023
Vermont Auto Dealers Assoc. Inc.PLAN SPONSOR$17,707not reported in the loaded dataset2023
UnumNONE$9,006not reported in the loaded dataset2023

Related Form 5500 pages