National Automobile Dealers Insurance Trust Dealer Life Insurance Plan — Form 5500 plan (National Automobile Dealers Insurance Tr)
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, National Automobile Dealers Insurance Trust Dealer Life Insurance Plan is a benefit plan reported by National Automobile Dealers Insurance Tr under EIN 43-6121557 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,130 participants and $14,172,895 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Automobile Dealers Insurance Tr
- EIN
- 43-6121557
- Plan number
- 502
- Plan type
- 4
- Location
- Mclean, VA
- Latest filing year
- 2023
- Participants
- 1,130
- End-of-year plan assets
- $14,172,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,130 | H, C | 20250115133504NAL0044020530004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,172,895
- Total liabilities (EOY)
- $415,900
- Net assets (EOY)
- $13,756,995
- Net assets (BOY)
- $18,265,619
Income & contributions
- Participant contributions
- $2,876,047
- Total contributions
- $2,876,047
- Total income / additions
- $4,426,003
Expenses & distributions
- Benefits paid
- $7,471,554
- Administrative expenses
- $1,463,073
- Total expenses
- $8,934,627
- Net increase / (decrease)
- -$4,508,624
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gilsbar, Inc. | INDEPENDENT CONTRACTOR | $652,107 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | INDEPENDENT CONTRACTOR | $246,962 | not reported in the loaded dataset | 2023 |
| Nada Services Corporation | AFFILIATED ENTITY | $75,753 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $27,928 | not reported in the loaded dataset | 2023 |
| Aprio Llp | AUDITOR | $10,902 | not reported in the loaded dataset | 2023 |
| Northrop Consulting Services | NONE | $5,030 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Automobile Dealers Insurance Tr
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Mclean, VA
- Gilsbar, Inc. — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Nada Services Corporation — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Aprio Llp — Schedule C compensation
- Northrop Consulting Services — Schedule C compensation