National Automobile Dealers Insurance Trust Retirement Accumulation Insurance Plan — Form 5500 plan (National Automobile Dealers Insurance Trust)
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 Retirement Accumulation Insurance Plan is a benefit plan reported by National Automobile Dealers Insurance Trust under EIN 43-6121557 and plan number 507. The latest loaded filing year is 2023. The filing reports 1,580 participants and $3,270,533 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Automobile Dealers Insurance Trust
- EIN
- 43-6121557
- Plan number
- 507
- Plan type
- 4
- Location
- Mclean, VA
- Latest filing year
- 2023
- Participants
- 1,580
- End-of-year plan assets
- $3,270,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,580 | H, C | 20250115084746NAL0035354320005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,270,533
- Total liabilities (EOY)
- $28,427
- Net assets (EOY)
- $3,242,106
- Net assets (BOY)
- $3,284,233
Income & contributions
- Participant contributions
- $80,829
- Total contributions
- $80,829
- Total income / additions
- $271,957
Expenses & distributions
- Benefits paid
- $151,405
- Administrative expenses
- $162,679
- Total expenses
- $314,084
- Net increase / (decrease)
- -$42,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Trust Company | INDEPENDENT CONTRACTOR | $44,405 | not reported in the loaded dataset | 2023 |
| Gilsbar, Inc. | INDEPENDENT CONTRACTOR | $43,713 | not reported in the loaded dataset | 2023 |
| Nada Services Corporation | AFFILIATED ENTITY | $13,621 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $5,025 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Automobile Dealers Insurance Trust
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Mclean, VA
- Newport Trust Company — Schedule C compensation
- Gilsbar, Inc. — Schedule C compensation
- Nada Services Corporation — Schedule C compensation
- Moss Adams Llp — Schedule C compensation