Utah Automobile Dealers Association Insurance Trust — Form 5500 plan (Utah Automobile Dealers Association)
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, Utah Automobile Dealers Association Insurance Trust is a benefit plan reported by Utah Automobile Dealers Association under EIN 87-0186696 and plan number 501. The latest loaded filing year is 2023. The filing reports 727 participants and $1,853,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utah Automobile Dealers Association
- EIN
- 87-0186696
- Plan number
- 501
- Plan type
- 3
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 727
- End-of-year plan assets
- $1,853,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 727 | H, C | 20241011170008NAL0012783699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,853,949
- Total liabilities (EOY)
- $553,078
- Net assets (EOY)
- $1,300,871
- Net assets (BOY)
- $1,385,157
Income & contributions
- Employer contributions
- $4,869,678
- Participant contributions
- $2,208,342
- Total contributions
- $7,078,020
- Total income / additions
- $7,512,214
Expenses & distributions
- Benefits paid
- $7,432,558
- Administrative expenses
- $163,942
- Total expenses
- $7,596,500
- Net increase / (decrease)
- -$84,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Larson & Company, Pc | AUDITOR | $21,100 | not reported in the loaded dataset | 2023 |
| Avalan, LLC | NONE | $0 | $19,447 | 2023 |
| Denton'S Durham Jones Pinegas | NONE | $14,042 | not reported in the loaded dataset | 2023 |
| Joan Ogden Actuaries | NONE | $11,363 | not reported in the loaded dataset | 2023 |
| Eide Bailey, Llp | NONE | $10,375 | not reported in the loaded dataset | 2023 |
| Allegiance Cobra Services, Inc. | NONE | $5,250 | not reported in the loaded dataset | 2023 |
| Insurance Network, Lc | NONE | $5,037 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utah Automobile Dealers Association
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Murray, UT
- Larson & Company, Pc — Schedule C compensation
- Avalan, LLC — Schedule C compensation
- Denton'S Durham Jones Pinegas — Schedule C compensation
- Joan Ogden Actuaries — Schedule C compensation
- Eide Bailey, Llp — Schedule C compensation
- Allegiance Cobra Services, Inc. — Schedule C compensation
- Insurance Network, Lc — Schedule C compensation