National Automobile Dealers Insurance Trust Personal Accident 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 Personal Accident Insurance Plan is a benefit plan reported by National Automobile Dealers Insurance Tr under EIN 43-6121557 and plan number 503. The latest loaded filing year is 2023. The filing reports 1,564 participants and $750,552 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
503
Plan type
4
Location
Mclean, VA
Latest filing year
2023
Participants
1,564
End-of-year plan assets
$750,552

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,564H, C20250115084746NAL0035354320004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$750,552
Total liabilities (EOY)
$11,228
Net assets (EOY)
$739,324
Net assets (BOY)
$685,883

Income & contributions

Participant contributions
$40,170
Total contributions
$40,170
Total income / additions
$100,672

Expenses & distributions

Benefits paid
$4,311
Administrative expenses
$42,920
Total expenses
$47,231
Net increase / (decrease)
$53,441

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gilsbar, Inc.INDEPENDENT CONTRACTOR$11,353not reported in the loaded dataset2023
Newport Trust CompanyINDEPENDENT CONTRACTOR$9,274not reported in the loaded dataset2023

Related Form 5500 pages