# National Automobile Dealers Insurance Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/national-automobile-dealers-insurance-trust-436121557-507

> National Automobile Dealers Insurance Trust's Health & Welfare plan: 1,461 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 Trust

- **Sponsor EIN:** 436121557

- **Sponsor Address:** 8484 WESTPARK DRIVE, SUITE 500, MCLEAN, VA, 22102

- **Plan Type:** Health & Welfare

- **Plan Number:** 507

- **Total Participants:** 1,461

- **Total Assets:** $3.1M

## 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|1,461|$3.1M|$0|$128,929|

| 2023|1,577|$3.3M|$0|$80,829|

| 2022|1,580|$3.3M|$0|$85,866|

## 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|$53,017|—|$53,017|

| PERSONIFY HEALTH SOLUTIONS, LLC|Other Service Provider|$42,332|—|$42,332|

| APRIO LLP|Auditor|$29,474|—|$29,474|

| MOSS ADAMS LLP|Other Service Provider|$23,376|—|$23,376|

| NADA SERVICES CORPORATION|Other Service Provider|$16,126|—|$16,126|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $164,325

- **Estimated Expense Ratio:** 5.230% 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|$200,580|$5,269|$42,332|$29,474|—|

| 2023|$162,679|$5,253|$43,713|$1,960|—|

| 2022|$381,891|$341,246|$47,122|—|$45,156|

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