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AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 401k Plan overview

Plan NameAUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST
Plan identification number 502

AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST has sponsored the creation of one or more 401k plans.

Company Name:AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST
Employer identification number (EIN):391548049
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-04-01
5022021-04-01
5022020-04-01
5022019-04-01
5022018-04-01
5022017-04-01TAD WEGMANN
5022016-04-01TAD WEGMANN
5022015-04-01TAD WEGMANN
5022014-04-01TAD WAGMANN
5022013-04-01TAD WAGMANN
5022012-04-01TAD WAGMANN
5022011-04-01MICHAEL DELMORE
5022009-04-01MICHAEL DELMORE

Plan Statistics for AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST

401k plan membership statisitcs for AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST

Measure Date Value
2022: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2022 401k membership
Total participants, beginning-of-year2022-04-011,138
Total number of active participants reported on line 7a of the Form 55002022-04-011,127
Number of retired or separated participants receiving benefits2022-04-0111
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-011,138
2021: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2021 401k membership
Total participants, beginning-of-year2021-04-011,216
Total number of active participants reported on line 7a of the Form 55002021-04-011,127
Number of retired or separated participants receiving benefits2021-04-0111
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-011,138
2020: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2020 401k membership
Total participants, beginning-of-year2020-04-011,357
Total number of active participants reported on line 7a of the Form 55002020-04-011,207
Number of retired or separated participants receiving benefits2020-04-019
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-011,216
2019: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2019 401k membership
Total participants, beginning-of-year2019-04-011,604
Total number of active participants reported on line 7a of the Form 55002019-04-011,326
Number of retired or separated participants receiving benefits2019-04-0130
Number of other retired or separated participants entitled to future benefits2019-04-011
Total of all active and inactive participants2019-04-011,357
2018: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2018 401k membership
Total participants, beginning-of-year2018-04-011,443
Total number of active participants reported on line 7a of the Form 55002018-04-011,572
Number of retired or separated participants receiving benefits2018-04-0131
Number of other retired or separated participants entitled to future benefits2018-04-011
Total of all active and inactive participants2018-04-011,604
2017: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2017 401k membership
Total participants, beginning-of-year2017-04-011,242
Total number of active participants reported on line 7a of the Form 55002017-04-011,416
Number of retired or separated participants receiving benefits2017-04-0126
Number of other retired or separated participants entitled to future benefits2017-04-011
Total of all active and inactive participants2017-04-011,443
2016: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2016 401k membership
Total participants, beginning-of-year2016-04-011,398
Total number of active participants reported on line 7a of the Form 55002016-04-011,222
Number of retired or separated participants receiving benefits2016-04-0119
Number of other retired or separated participants entitled to future benefits2016-04-011
Total of all active and inactive participants2016-04-011,242
2015: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2015 401k membership
Total participants, beginning-of-year2015-04-011,367
Total number of active participants reported on line 7a of the Form 55002015-04-011,398
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-011,398
2014: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2014 401k membership
Total participants, beginning-of-year2014-04-011,181
Total number of active participants reported on line 7a of the Form 55002014-04-011,213
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-011
Total of all active and inactive participants2014-04-011,214
2013: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2013 401k membership
Total participants, beginning-of-year2013-04-01985
Total number of active participants reported on line 7a of the Form 55002013-04-011,071
Number of retired or separated participants receiving benefits2013-04-0119
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-011,090
2012: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2012 401k membership
Total participants, beginning-of-year2012-04-01978
Total number of active participants reported on line 7a of the Form 55002012-04-01985
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-01985
2011: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year2011-04-011,195
Total number of active participants reported on line 7a of the Form 55002011-04-01978
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-010
Total of all active and inactive participants2011-04-01978
2009: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2009 401k membership
Total participants, beginning-of-year2009-04-011,547
Total number of active participants reported on line 7a of the Form 55002009-04-011,065
Total of all active and inactive participants2009-04-011,065

Financial Data on AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST

Measure Date Value
2023 : AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$54,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$122,883
Total income from all sources (including contributions)2023-03-31$526,734
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$712,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$596,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$576,291
Value of total assets at end of year2023-03-31$558,202
Value of total assets at beginning of year2023-03-31$813,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$116,306
Total interest from all sources2023-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$18,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$18,404
Administrative expenses professional fees incurred2023-03-31$24,626
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$1,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Assets. Other investments not covered elsewhere at end of year2023-03-31$894
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$2,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$16,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$40,043
Administrative expenses (other) incurred2023-03-31$7,951
Liabilities. Value of operating payables at end of year2023-03-31$11,300
Liabilities. Value of operating payables at beginning of year2023-03-31$9,132
Total non interest bearing cash at end of year2023-03-31$21,308
Total non interest bearing cash at beginning of year2023-03-31$74,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-186,068
Value of net assets at end of year (total assets less liabilities)2023-03-31$504,085
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$690,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$81,757
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$526,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$708,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$8,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$26,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$26,025
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$405,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-67,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$576,291
Employer contributions (assets) at end of year2023-03-31$899
Employer contributions (assets) at beginning of year2023-03-31$1,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$190,821
Contract administrator fees2023-03-31$1,972
Liabilities. Value of benefit claims payable at end of year2023-03-31$26,393
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$73,708
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-03-31410746749
2022 : AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$122,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$134,981
Total income from all sources (including contributions)2022-03-31$604,918
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$717,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$553,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$601,114
Value of total assets at end of year2022-03-31$813,036
Value of total assets at beginning of year2022-03-31$938,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$164,576
Total interest from all sources2022-03-31$423
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$15,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$15,132
Administrative expenses professional fees incurred2022-03-31$21,825
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$1,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Assets. Other investments not covered elsewhere at end of year2022-03-31$2,657
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$347
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$40,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$36,452
Administrative expenses (other) incurred2022-03-31$21,493
Liabilities. Value of operating payables at end of year2022-03-31$9,132
Liabilities. Value of operating payables at beginning of year2022-03-31$15,354
Total non interest bearing cash at end of year2022-03-31$74,254
Total non interest bearing cash at beginning of year2022-03-31$26,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-112,984
Value of net assets at end of year (total assets less liabilities)2022-03-31$690,153
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$803,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$115,077
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$708,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$874,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$26,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$35,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$35,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$423
Expenses. Payments to insurance carriers foe the provision of benefits2022-03-31$39,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-11,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$601,114
Employer contributions (assets) at end of year2022-03-31$1,466
Employer contributions (assets) at beginning of year2022-03-31$2
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$513,669
Contract administrator fees2022-03-31$6,181
Liabilities. Value of benefit claims payable at end of year2022-03-31$73,708
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$83,175
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-03-31410746749
2021 : AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$134,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$127,606
Total income from all sources (including contributions)2021-03-31$937,985
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$707,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$548,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$685,670
Value of total assets at end of year2021-03-31$938,118
Value of total assets at beginning of year2021-03-31$700,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$158,767
Total interest from all sources2021-03-31$110
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$16,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$16,865
Administrative expenses professional fees incurred2021-03-31$21,245
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Assets. Other investments not covered elsewhere at end of year2021-03-31$347
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$36,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$18,942
Administrative expenses (other) incurred2021-03-31$13,753
Liabilities. Value of operating payables at end of year2021-03-31$15,354
Liabilities. Value of operating payables at beginning of year2021-03-31$42,716
Total non interest bearing cash at end of year2021-03-31$26,911
Total non interest bearing cash at beginning of year2021-03-31$39,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$230,465
Value of net assets at end of year (total assets less liabilities)2021-03-31$803,137
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$572,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$117,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$874,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$635,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$35,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$23,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$23,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$110
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$41,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$235,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$685,670
Employer contributions (assets) at end of year2021-03-31$2
Employer contributions (assets) at beginning of year2021-03-31$2,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$507,427
Contract administrator fees2021-03-31$6,700
Liabilities. Value of benefit claims payable at end of year2021-03-31$83,175
Liabilities. Value of benefit claims payable at beginning of year2021-03-31$65,948
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-03-31410746749
2020 : AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$127,606
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$80,954
Total income from all sources (including contributions)2020-03-31$625,380
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$716,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$566,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$673,892
Value of total assets at end of year2020-03-31$700,278
Value of total assets at beginning of year2020-03-31$744,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$149,898
Total interest from all sources2020-03-31$58
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$15,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$15,300
Administrative expenses professional fees incurred2020-03-31$15,400
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Assets. Other investments not covered elsewhere at end of year2020-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$5,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$18,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$6,415
Administrative expenses (other) incurred2020-03-31$8,719
Liabilities. Value of operating payables at end of year2020-03-31$42,716
Liabilities. Value of operating payables at beginning of year2020-03-31$8,698
Total non interest bearing cash at end of year2020-03-31$39,377
Total non interest bearing cash at beginning of year2020-03-31$6,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-90,667
Value of net assets at end of year (total assets less liabilities)2020-03-31$572,672
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$663,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$119,477
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$635,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$714,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$23,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$18,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$18,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$58
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$44,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-63,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$673,892
Employer contributions (assets) at end of year2020-03-31$2,359
Employer contributions (assets) at beginning of year2020-03-31$338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$521,901
Contract administrator fees2020-03-31$6,302
Liabilities. Value of benefit claims payable at end of year2020-03-31$65,948
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$65,841
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-03-31410746749
2019 : AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$80,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$141,961
Total income from all sources (including contributions)2019-03-31$759,843
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$767,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$614,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$730,889
Value of total assets at end of year2019-03-31$744,293
Value of total assets at beginning of year2019-03-31$812,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$152,284
Total interest from all sources2019-03-31$16,749
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Administrative expenses professional fees incurred2019-03-31$16,200
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$1,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Assets. Other investments not covered elsewhere at end of year2019-03-31$5,579
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$6,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$34,359
Administrative expenses (other) incurred2019-03-31$14,663
Liabilities. Value of operating payables at end of year2019-03-31$8,698
Liabilities. Value of operating payables at beginning of year2019-03-31$8,705
Total non interest bearing cash at end of year2019-03-31$6,321
Total non interest bearing cash at beginning of year2019-03-31$31,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$-7,184
Value of net assets at end of year (total assets less liabilities)2019-03-31$663,339
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$670,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$114,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$714,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$688,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$18,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$90,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$90,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$16,749
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$48,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$12,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$730,889
Employer contributions (assets) at end of year2019-03-31$338
Employer contributions (assets) at beginning of year2019-03-31$2,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$566,714
Contract administrator fees2019-03-31$6,919
Liabilities. Value of benefit claims payable at end of year2019-03-31$65,841
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$98,897
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-03-31410746749
2018 : AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$141,961
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$108,355
Total income from all sources (including contributions)2018-03-31$796,218
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$818,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$661,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$734,081
Value of total assets at end of year2018-03-31$812,484
Value of total assets at beginning of year2018-03-31$800,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$156,765
Total interest from all sources2018-03-31$16,272
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Administrative expenses professional fees incurred2018-03-31$11,000
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$1,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$34,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$21,431
Administrative expenses (other) incurred2018-03-31$21,017
Liabilities. Value of operating payables at end of year2018-03-31$8,705
Liabilities. Value of operating payables at beginning of year2018-03-31$8,371
Total non interest bearing cash at end of year2018-03-31$31,752
Total non interest bearing cash at beginning of year2018-03-31$82,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-21,808
Value of net assets at end of year (total assets less liabilities)2018-03-31$670,523
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$692,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$117,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$688,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$624,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$90,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$92,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$92,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$16,272
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$37,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$45,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$734,081
Employer contributions (assets) at end of year2018-03-31$2,032
Employer contributions (assets) at beginning of year2018-03-31$2,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$623,829
Contract administrator fees2018-03-31$6,978
Liabilities. Value of benefit claims payable at end of year2018-03-31$98,897
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$78,553
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-03-31410746749
2017 : AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$108,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$123,408
Total income from all sources (including contributions)2017-03-31$725,693
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$679,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$540,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$667,855
Value of total assets at end of year2017-03-31$800,686
Value of total assets at beginning of year2017-03-31$769,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$139,107
Total interest from all sources2017-03-31$11,251
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Administrative expenses professional fees incurred2017-03-31$13,600
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$1,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$21,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$25,584
Administrative expenses (other) incurred2017-03-31$8,628
Liabilities. Value of operating payables at end of year2017-03-31$8,371
Liabilities. Value of operating payables at beginning of year2017-03-31$8,884
Total non interest bearing cash at end of year2017-03-31$82,025
Total non interest bearing cash at beginning of year2017-03-31$105,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$46,043
Value of net assets at end of year (total assets less liabilities)2017-03-31$692,331
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$646,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$110,393
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$624,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$562,559
Income. Interest from corporate debt instruments2017-03-31$11,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$92,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$96,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$96,164
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$25,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$46,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$667,855
Employer contributions (assets) at end of year2017-03-31$2,096
Employer contributions (assets) at beginning of year2017-03-31$5,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$515,170
Contract administrator fees2017-03-31$6,486
Liabilities. Value of benefit claims payable at end of year2017-03-31$78,553
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$88,940
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-03-31410746749
2016 : AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$123,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$105,235
Total income from all sources (including contributions)2016-03-31$693,556
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$690,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$550,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$710,968
Value of total assets at end of year2016-03-31$769,696
Value of total assets at beginning of year2016-03-31$747,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$139,055
Total interest from all sources2016-03-31$9,712
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Administrative expenses professional fees incurred2016-03-31$16,500
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$1,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$25,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$16,590
Administrative expenses (other) incurred2016-03-31$9,862
Liabilities. Value of operating payables at end of year2016-03-31$8,884
Liabilities. Value of operating payables at beginning of year2016-03-31$9,196
Total non interest bearing cash at end of year2016-03-31$105,575
Total non interest bearing cash at beginning of year2016-03-31$67,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$3,531
Value of net assets at end of year (total assets less liabilities)2016-03-31$646,288
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$642,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$105,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$562,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$586,194
Income. Interest from corporate debt instruments2016-03-31$9,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$96,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$89,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$89,940
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$32,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-27,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$710,968
Employer contributions (assets) at end of year2016-03-31$5,398
Employer contributions (assets) at beginning of year2016-03-31$3,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$518,207
Contract administrator fees2016-03-31$7,048
Liabilities. Value of benefit claims payable at end of year2016-03-31$88,940
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$79,449
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-03-31410746749
2015 : AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$105,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$104,165
Total income from all sources (including contributions)2015-03-31$718,398
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$701,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$561,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$694,590
Value of total assets at end of year2015-03-31$747,992
Value of total assets at beginning of year2015-03-31$729,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$139,873
Total interest from all sources2015-03-31$11,564
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Administrative expenses professional fees incurred2015-03-31$15,100
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$1,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$908
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$9,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$16,590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$31,102
Administrative expenses (other) incurred2015-03-31$9,251
Liabilities. Value of operating payables at end of year2015-03-31$9,196
Liabilities. Value of operating payables at beginning of year2015-03-31$7,061
Total non interest bearing cash at end of year2015-03-31$67,214
Total non interest bearing cash at beginning of year2015-03-31$62,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$17,342
Value of net assets at end of year (total assets less liabilities)2015-03-31$642,757
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$625,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$108,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$586,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$558,903
Income. Interest from corporate debt instruments2015-03-31$11,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$89,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$93,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$93,424
Expenses. Payments to insurance carriers foe the provision of benefits2015-03-31$29,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$12,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$694,590
Employer contributions (assets) at end of year2015-03-31$3,736
Employer contributions (assets) at beginning of year2015-03-31$4,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$531,525
Contract administrator fees2015-03-31$6,915
Liabilities. Value of benefit claims payable at end of year2015-03-31$79,449
Liabilities. Value of benefit claims payable at beginning of year2015-03-31$66,002
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-03-31410746749
2014 : AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$104,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$101,886
Total income from all sources (including contributions)2014-03-31$778,290
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$715,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$586,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$715,160
Value of total assets at end of year2014-03-31$729,580
Value of total assets at beginning of year2014-03-31$664,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$128,905
Total interest from all sources2014-03-31$12,412
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Administrative expenses professional fees incurred2014-03-31$11,600
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$1,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Assets. Other investments not covered elsewhere at end of year2014-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$9,762
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$31,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$27,948
Administrative expenses (other) incurred2014-03-31$5,723
Liabilities. Value of operating payables at end of year2014-03-31$7,061
Liabilities. Value of operating payables at beginning of year2014-03-31$7,563
Total non interest bearing cash at end of year2014-03-31$62,921
Total non interest bearing cash at beginning of year2014-03-31$73,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$62,629
Value of net assets at end of year (total assets less liabilities)2014-03-31$625,415
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$562,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$104,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$558,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$495,617
Income. Interest from corporate debt instruments2014-03-31$12,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$93,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$93,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$93,581
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$30,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$50,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$715,160
Employer contributions (assets) at end of year2014-03-31$4,570
Employer contributions (assets) at beginning of year2014-03-31$1,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$556,146
Contract administrator fees2014-03-31$7,027
Liabilities. Value of benefit claims payable at end of year2014-03-31$66,002
Liabilities. Value of benefit claims payable at beginning of year2014-03-31$66,375
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-03-31410746749
2013 : AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$29,807
Total unrealized appreciation/depreciation of assets2013-03-31$29,807
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$101,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$95,575
Total income from all sources (including contributions)2013-03-31$765,849
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$720,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$575,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$723,498
Value of total assets at end of year2013-03-31$664,672
Value of total assets at beginning of year2013-03-31$612,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$144,905
Total interest from all sources2013-03-31$12,544
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Administrative expenses professional fees incurred2013-03-31$14,000
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$1,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Assets. Other investments not covered elsewhere at end of year2013-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$93
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$27,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$19,837
Administrative expenses (other) incurred2013-03-31$14,029
Liabilities. Value of operating payables at end of year2013-03-31$7,563
Liabilities. Value of operating payables at beginning of year2013-03-31$5,301
Total non interest bearing cash at end of year2013-03-31$73,867
Total non interest bearing cash at beginning of year2013-03-31$62,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$45,517
Value of net assets at end of year (total assets less liabilities)2013-03-31$562,786
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$517,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$109,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$495,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$462,226
Income. Interest from corporate debt instruments2013-03-31$12,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$93,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$84,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$84,621
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$26,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$723,498
Employer contributions (assets) at end of year2013-03-31$1,607
Employer contributions (assets) at beginning of year2013-03-31$3,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$548,837
Contract administrator fees2013-03-31$7,154
Liabilities. Value of benefit claims payable at end of year2013-03-31$66,375
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$70,437
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-03-31410746749
2012 : AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$14,362
Total unrealized appreciation/depreciation of assets2012-03-31$14,362
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$95,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$106,117
Total income from all sources (including contributions)2012-03-31$735,112
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$670,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$540,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$710,979
Value of total assets at end of year2012-03-31$609,035
Value of total assets at beginning of year2012-03-31$555,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$129,955
Total interest from all sources2012-03-31$9,771
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$12,210
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Assets. Other investments not covered elsewhere at end of year2012-03-31$93
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$19,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$14,696
Administrative expenses (other) incurred2012-03-31$7,688
Liabilities. Value of operating payables at end of year2012-03-31$5,301
Liabilities. Value of operating payables at beginning of year2012-03-31$6,464
Total non interest bearing cash at end of year2012-03-31$62,095
Total non interest bearing cash at beginning of year2012-03-31$55,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$64,430
Value of net assets at end of year (total assets less liabilities)2012-03-31$513,460
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$449,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$101,976
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$462,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$441,437
Income. Interest from corporate debt instruments2012-03-31$9,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$84,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$58,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$58,634
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$28,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$710,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$512,286
Contract administrator fees2012-03-31$8,081
Liabilities. Value of benefit claims payable at end of year2012-03-31$70,437
Liabilities. Value of benefit claims payable at beginning of year2012-03-31$84,957
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-03-31410746749
2011 : AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$29,061
Total unrealized appreciation/depreciation of assets2011-03-31$29,061
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$106,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$127,827
Total income from all sources (including contributions)2011-03-31$1,298,078
Total of all expenses incurred2011-03-31$1,240,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$1,121,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$1,256,563
Value of total assets at end of year2011-03-31$556,313
Value of total assets at beginning of year2011-03-31$520,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$118,595
Total interest from all sources2011-03-31$12,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$10,500
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Participant contributions at end of year2011-03-31$1,166
Participant contributions at beginning of year2011-03-31$574
Assets. Other investments not covered elsewhere at beginning of year2011-03-31$3,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$14,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$53,201
Administrative expenses (other) incurred2011-03-31$5,958
Liabilities. Value of operating payables at end of year2011-03-31$6,464
Liabilities. Value of operating payables at beginning of year2011-03-31$4,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$57,544
Value of net assets at end of year (total assets less liabilities)2011-03-31$450,196
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$392,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$93,603
Income. Interest from corporate debt instruments2011-03-31$12,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$55,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$63,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$63,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$7
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$711,242
Asset value of US Government securities at end of year2011-03-31$85,677
Asset value of US Government securities at beginning of year2011-03-31$119,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$1,256,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$410,697
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$414,394
Asset. Corporate debt instrument debt (other) at beginning of year2011-03-31$334,082
Contract administrator fees2011-03-31$8,534
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Liabilities. Value of benefit claims payable at end of year2011-03-31$84,957
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$70,000
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-03-31410746749

Form 5500 Responses for AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST

2022: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2022 form 5500 responses
2022-04-01Type of plan entityMulitple employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan funding arrangement – General assets of the sponsorYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2022-04-01Plan benefit arrangement – General assets of the sponsorYes
2021: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2021 form 5500 responses
2021-04-01Type of plan entityMulitple employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan funding arrangement – General assets of the sponsorYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2021-04-01Plan benefit arrangement – General assets of the sponsorYes
2020: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2020 form 5500 responses
2020-04-01Type of plan entityMulitple employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan funding arrangement – General assets of the sponsorYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2020-04-01Plan benefit arrangement – General assets of the sponsorYes
2019: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2019 form 5500 responses
2019-04-01Type of plan entityMulitple employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan funding arrangement – General assets of the sponsorYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2019-04-01Plan benefit arrangement – General assets of the sponsorYes
2018: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2018 form 5500 responses
2018-04-01Type of plan entityMulitple employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan funding arrangement – General assets of the sponsorYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2018-04-01Plan benefit arrangement – General assets of the sponsorYes
2017: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2017 form 5500 responses
2017-04-01Type of plan entityMulitple employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan funding arrangement – General assets of the sponsorYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2017-04-01Plan benefit arrangement – General assets of the sponsorYes
2016: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2016 form 5500 responses
2016-04-01Type of plan entityMulitple employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2015 form 5500 responses
2015-04-01Type of plan entityMulitple employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2014 form 5500 responses
2014-04-01Type of plan entityMulitple employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2013 form 5500 responses
2013-04-01Type of plan entityMulitple employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2012 form 5500 responses
2012-04-01Type of plan entityMulitple employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2011 form 5500 responses
2011-04-01Type of plan entityMulitple employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2009: AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST 2009 form 5500 responses
2009-04-01Type of plan entityMulitple employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00458909
Policy instance 1
Insurance contract or identification number00458909
Number of Individuals Covered1104
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $12,694
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $422,959
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,694
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00458909
Policy instance 1
Insurance contract or identification number00458909
Number of Individuals Covered1182
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $6,181
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $95,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,181
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00458909
Policy instance 1
Insurance contract or identification number00458909
Number of Individuals Covered1207
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $12,378
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $101,324
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,378
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00458909
Policy instance 1
Insurance contract or identification number00458909
Number of Individuals Covered1357
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $7,202
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $90,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,202
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00458909
Policy instance 2
Insurance contract or identification number00458909
Number of Individuals Covered1266
Insurance policy start date2019-01-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $1,992
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $27,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,992
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number00458909
Policy instance 1
Insurance contract or identification number00458909
Number of Individuals Covered0
Insurance policy start date2018-04-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number00458909
Policy instance 1
Insurance contract or identification number00458909
Number of Individuals Covered589
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $4,800
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $35,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,800
Insurance broker organization code?3
Insurance broker nameTOMAR CO OF AMERICA INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00458909
Policy instance 1
Insurance contract or identification number00458909
Number of Individuals Covered1204
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $47,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00458909
Policy instance 1
Insurance contract or identification number00458909
Number of Individuals Covered1121
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $2,683
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $70,734
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,683
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameTOMAR COMPANY OF AMERICA INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number458909
Policy instance 1
Insurance contract or identification number458909
Number of Individuals Covered1232
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $3,529
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $76,454
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,529
Insurance broker organization code?3
Insurance broker nameTOMAR COMPANY OF AMERICA INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number458909
Policy instance 1
Insurance contract or identification number458909
Number of Individuals Covered1212
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $3,115
Total amount of fees paid to insurance companyUSD $730
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $72,802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,059
Amount paid for insurance broker fees730
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameGREAT LAKES INSURANCE CONSULTANTS
THE EPIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64149 )
Policy contract number803263
Policy instance 1
Insurance contract or identification number803263
Number of Individuals Covered468
Insurance policy start date2011-04-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,641
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,075
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number458909
Policy instance 2
Insurance contract or identification number458909
Number of Individuals Covered1205
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $749
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $49,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 53139 )
Policy contract number160036
Policy instance 2
Insurance contract or identification number160036
Number of Individuals Covered68
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE EPIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64149 )
Policy contract number803263
Policy instance 1
Insurance contract or identification number803263
Number of Individuals Covered442
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $1,662
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,988
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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