2023 Form 5500 filing — Utah Automobile Dealers Association Insurance Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011170008NAL0012783699001) for Utah Automobile Dealers Association Insurance Trust, reported by Utah Automobile Dealers Association under EIN 87-0186696 and plan number 501. It reports 727 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011170008NAL0012783699001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Utah Automobile Dealers Association
- EIN
- 87-0186696
- Plan number
- 501
- Location
- Murray, UT
- Participants
- 727
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,853,949
- Total liabilities (EOY)
- $553,078
- Net assets (EOY)
- $1,300,871
- Employer contributions
- $4,869,678
- Participant contributions
- $2,208,342
- Total income / additions
- $7,512,214
- Benefits paid
- $7,432,558
- Administrative expenses
- $163,942
- Total expenses
- $7,596,500
- Net increase / (decrease)
- -$84,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Larson & Company, Pc | AUDITOR | $21,100 | not reported in the loaded dataset |
| Avalan, LLC | NONE | $0 | $19,447 |
| Denton'S Durham Jones Pinegas | NONE | $14,042 | not reported in the loaded dataset |
| Joan Ogden Actuaries | NONE | $11,363 | not reported in the loaded dataset |
| Eide Bailey, Llp | NONE | $10,375 | not reported in the loaded dataset |
| Allegiance Cobra Services, Inc. | NONE | $5,250 | not reported in the loaded dataset |
| Insurance Network, Lc | NONE | $5,037 | not reported in the loaded dataset |