Plan5500

Nfada Employees Health & Welfare Trust — Form 5500 plan (Niagara Frontier Automobile Dealers Association, Inc.)

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, Nfada Employees Health & Welfare Trust is a benefit plan reported by Niagara Frontier Automobile Dealers Association, Inc. under EIN 23-7077769 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,580 participants and $762,108 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Niagara Frontier Automobile Dealers Association, Inc.
EIN
23-7077769
Plan number
501
Plan type
1
Location
Williamsville, NY
Latest filing year
2023
Participants
1,580
End-of-year plan assets
$762,108

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,580H, C20241203145922NAL0004004320001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$762,108
Total liabilities (EOY)
$133,621
Net assets (EOY)
$628,487
Net assets (BOY)
$699,370

Income & contributions

Employer contributions
$1,076,918
Total contributions
$1,076,918
Total income / additions
$1,123,531

Expenses & distributions

Benefits paid
$1,062,740
Administrative expenses
$131,674
Total expenses
$1,194,414
Net increase / (decrease)
-$70,883

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Guardian Life Insurance Co.NONE$74,329$02023
NfadaPLAN SPONSOR$32,875not reported in the loaded dataset2023
Dopkins & Company, LlpAUDITOR$17,000not reported in the loaded dataset2023

Related Form 5500 pages