2023 Form 5500 filing — Washington State Auto Dealers Insurance Trust Benefit Plan
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 20241015180641NAL0017017443001) for Washington State Auto Dealers Insurance Trust Benefit Plan, reported by Washington State Auto Dealers Insurance Trust under EIN 91-6056560 and plan number 501. It reports 777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$563.5KReported net assets$563,481
Participants777
Provider compensation$380.9K6 Schedule C row(s)$380,856
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015180641NAL0017017443001
- Plan sponsor
- Washington State Auto Dealers Insurance Trust
- EIN
- 91-6056560
- Plan number
- 501
- Location
- Mukilteo, WA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$716.4K total assets
Net assets$563.5KLiabilities$152.9K
Full reported line items
- Total assets (EOY)
- $716,401
- Total liabilities (EOY)
- $152,920
- Net assets (EOY)
- $563,481
- Employer contributions
- $4,263,740
- Participant contributions
- $21,615
- Total income / additions
- $4,360,065
- Benefits paid
- $4,052,098
- Administrative expenses
- $389,050
- Total expenses
- $4,441,148
- Net increase / (decrease)
- -$81,083
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paynewest Insurance, Inc. | NONE | $258,058 | not reported in the loaded dataset |
| Vimly Benefit Solutions, Inc. | NONE | $55,999 | not reported in the loaded dataset |
| Aaron Swanson | NONE | $20,757 | not reported in the loaded dataset |
| Schoedel & Schoedel, Cpas Pllc | NONE | $20,600 | not reported in the loaded dataset |
| The Cicotte Law Firm, Pllc | NONE | $20,160 | not reported in the loaded dataset |
| Greene Wealth Management, LLC | NONE | $5,282 | not reported in the loaded dataset |