2023 Form 5500 filing — National Automobile Dealers Insurance Trust Retirement Accumulation Insurance 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 20250115084746NAL0035354320005) for National Automobile Dealers Insurance Trust Retirement Accumulation Insurance Plan, reported by National Automobile Dealers Insurance Trust under EIN 43-6121557 and plan number 507. It reports 1,580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$3.2MReported net assets$3,242,106
Participants1.6K1,580
Provider compensation$106.8K4 Schedule C row(s)$106,764
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250115084746NAL0035354320005
- Plan sponsor
- National Automobile Dealers Insurance Trust
- EIN
- 43-6121557
- Plan number
- 507
- Location
- Mclean, VA
- 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)$3.3M total assets
Net assets$3.2MLiabilities$28.4K
Full reported line items
- Total assets (EOY)
- $3,270,533
- Total liabilities (EOY)
- $28,427
- Net assets (EOY)
- $3,242,106
- Participant contributions
- $80,829
- Total income / additions
- $271,957
- Benefits paid
- $151,405
- Administrative expenses
- $162,679
- Total expenses
- $314,084
- Net increase / (decrease)
- -$42,127
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Trust Company | INDEPENDENT CONTRACTOR | $44,405 | not reported in the loaded dataset |
| Gilsbar, Inc. | INDEPENDENT CONTRACTOR | $43,713 | not reported in the loaded dataset |
| Nada Services Corporation | AFFILIATED ENTITY | $13,621 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $5,025 | not reported in the loaded dataset |