Washington State Auto Dealers Insurance Trust Benefit Plan — Form 5500 plan (Washington State Auto 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, Washington State Auto Dealers Insurance Trust Benefit Plan is a benefit plan reported by Washington State Auto Dealers Insurance Trust under EIN 91-6056560 and plan number 501. The latest loaded filing year is 2023. The filing reports 777 participants and $716,401 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington State Auto Dealers Insurance Trust
- EIN
- 91-6056560
- Plan number
- 501
- Plan type
- 3
- Location
- Mukilteo, WA
- Latest filing year
- 2023
- Participants
- 777
- End-of-year plan assets
- $716,401
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 777 | H, C | 20241015180641NAL0017017443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $716,401
- Total liabilities (EOY)
- $152,920
- Net assets (EOY)
- $563,481
- Net assets (BOY)
- $644,564
Income & contributions
- Employer contributions
- $4,263,740
- Participant contributions
- $21,615
- Total contributions
- $4,285,355
- Total income / additions
- $4,360,065
Expenses & distributions
- Benefits paid
- $4,052,098
- Administrative expenses
- $389,050
- Total expenses
- $4,441,148
- Net increase / (decrease)
- -$81,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paynewest Insurance, Inc. | NONE | $258,058 | not reported in the loaded dataset | 2023 |
| Vimly Benefit Solutions, Inc. | NONE | $55,999 | not reported in the loaded dataset | 2023 |
| Aaron Swanson | NONE | $20,757 | not reported in the loaded dataset | 2023 |
| Schoedel & Schoedel, Cpas Pllc | NONE | $20,600 | not reported in the loaded dataset | 2023 |
| The Cicotte Law Firm, Pllc | NONE | $20,160 | not reported in the loaded dataset | 2023 |
| Greene Wealth Management, LLC | NONE | $5,282 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Washington State Auto Dealers Insurance Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mukilteo, WA
- Paynewest Insurance, Inc. — Schedule C compensation
- Vimly Benefit Solutions, Inc. — Schedule C compensation
- Aaron Swanson — Schedule C compensation
- Schoedel & Schoedel, Cpas Pllc — Schedule C compensation
- The Cicotte Law Firm, Pllc — Schedule C compensation
- Greene Wealth Management, LLC — Schedule C compensation