# National Automobile Dealers Insurance Tr Health & Welfare Plan
Source: https://planprovider.pro/companies/national-automobile-dealers-insurance-tr-436121557-502

> National Automobile Dealers Insurance Tr's Health & Welfare plan: 813 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:** 502

- **Total Participants:** 813

- **Total Assets:** $13.8M

## 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|813|$13.8M|$0|$3.5M|

| 2023|873|$14.2M|$0|$2.9M|

| 2022|1,130|$18.5M|$0|$2.9M|

## 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|$631,208|—|$631,208|

| NEWPORT TRUST COMPANY|Other Service Provider|$224,964|—|$224,964|

| APRIO LLP|Auditor|$125,064|—|$125,064|

| MOSS ADAMS LLP|Other Service Provider|$99,191|—|$99,191|

| NADA SERVICES CORPORATION|Other Service Provider|$68,426|—|$68,426|

| PRM CONSULTING GROUP|Other Service Provider|$10,461|—|$10,461|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,159,314

- **Estimated Expense Ratio:** 8.407% 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|$1,454,184|$45,984|$631,208|$125,064|—|

| 2023|$1,463,073|$44,002|$652,107|$10,902|—|

| 2022|$3,193,335|$2,749,564|$667,437|—|$253,989|

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