# National Automobile Dealers Insurance Tr Health & Welfare Plan
Source: https://planprovider.pro/companies/national-automobile-dealers-insurance-tr-436121557-501

> National Automobile Dealers Insurance Tr's Health & Welfare plan: 5,534 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Automobile Dealers Insurance Tr

- **Sponsor EIN:** 436121557

- **Sponsor Address:** 8484 WESTPARK DR. STE 500, MCLEAN, VA, 221023588

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 5,534

- **Total Assets:** $3.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5,534|$3.4M|$0|$425,780|

| 2023|5,744|$3.7M|$0|$280,993|

| 2022|5,614|$3.7M|$0|$279,236|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PERSONIFY HEALTH SOLUTIONS, LLC|Other Service Provider|$102,827|—|$102,827|

| NEWPORT TRUST COMPANY|Other Service Provider|$59,929|—|$59,929|

| APRIO LLP|Other Service Provider|$33,316|—|$33,316|

| MOSS ADAMS LLP|Other Service Provider|$26,424|—|$26,424|

| NADA SERVICES CORPORATION|Other Service Provider|$18,228|—|$18,228|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $240,724

- **Estimated Expense Ratio:** 7.111% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$259,902|$2,557|$102,827|$33,316|—|

| 2023|$208,143|$3,467|$99,870|$2,179|—|

| 2022|$356,727|$215,301|$98,237|—|$41,895|

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