# National Automobile Dealers Insurance Tr Health & Welfare Plan
Source: https://planprovider.pro/companies/national-automobile-dealers-insurance-tr-436121557-503

> National Automobile Dealers Insurance Tr's Health & Welfare plan: 1,485 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:** 503

- **Total Participants:** 1,485

- **Total Assets:** $797,392

## 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|1,485|$797,392|$0|$53,698|

| 2023|1,909|$750,552|$0|$40,170|

| 2022|1,564|$690,240|$0|$42,432|

## 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|

| NEWPORT TRUST COMPANY|Other Service Provider|$12,090|—|$12,090|

| PERSONIFY HEALTH SOLUTIONS, LLC|Other Service Provider|$11,176|—|$11,176|

| APRIO LLP|Auditor|$6,721|—|$6,721|

| MOSS ADAMS LLP|Other Service Provider|$5,331|—|$5,331|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,318

- **Estimated Expense Ratio:** 4.429% 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|$51,276|$1,827|$11,176|$6,721|—|

| 2023|$42,920|$1,763|$11,353|$409|—|

| 2022|$112,626|$112,319|$11,654|—|$8,960|

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