Plan Snapshot
- Plan Sponsor: New Hampshire Automobile Dealers Health Insurance Trust
- Sponsor EIN: 811493488
- Sponsor Address: 507 SOUTH STREET, BOW, NH, 03304
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 944
- Total Assets: $256,770
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 | 944 | $256,770 | $11.2M | $173,179 |
| 2023 | 906 | $254,243 | $11.5M | $169,954 |
| 2022 | 1,356 | $208,311 | $11.2M | $93,331 |
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 |
|---|---|---|---|---|
| NH AUTOMOBILE DEALERS SERVICES | Other Service Provider | $205,620 | $577,064 | $782,684 |
| NHADA-WCT | Other Service Provider | $32,460 | — | $32,460 |
| WIPFLI LLP | Auditor | $16,050 | — | $16,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $831,194
- Estimated Expense Ratio: 323.711% 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 | $319,017 | — | $205,620 | $16,050 | — |
| 2023 | $301,252 | — | $205,784 | $14,000 | — |
| 2022 | $320,723 | — | $214,523 | — | $13,750 |