# Vermont Auto Dealers Assoc., INC Health & Welfare Plan
Source: https://planprovider.pro/companies/vermont-auto-dealers-assoc-inc-030213537-502

> Vermont Auto Dealers Assoc., INC's Health & Welfare plan: 1,668 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vermont Auto Dealers Assoc., INC

- **Sponsor EIN:** 030213537

- **Sponsor Address:** PO BOX 747, MONTPELIER, VT, 05601

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 1,668

- **Total Assets:** $189,842

## 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|1,668|$189,842|$432,400|$388,493|

| 2023|1,848|$141,903|$433,692|$386,708|

| 2022|1,763|$94,093|$283,841|$283,029|

## 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|

| NORTHEAST DELTA DENTAL|Other Service Provider|$61,929|—|$61,929|

| GRIPPIN DONLAN & PINKHAM, PLC|Other Service Provider|$24,000|—|$24,000|

| VERMONT AUTO DEALERS ASSOC. INC.|Other Service Provider|$18,783|—|$18,783|

| UNUM LIFE INS. CO. OF AMERICA|Other Service Provider|$7,590|—|$7,590|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $112,302

- **Estimated Expense Ratio:** 59.156% 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|$126,478|—|$91,472|$24,000|—|

| 2023|$127,221|—|$93,638|$24,000|—|

| 2022|$100,488|—|$68,836|—|$19,000|

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