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WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 401k Plan overview

Plan NameWISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST
Plan identification number 501

WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION
Employer identification number (EIN):391099259
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012013-01-01WILLIAM A. SEPIC
5012012-01-01WILLIAM A. SEPIC
5012011-01-01WILLIAM A. SEPIC
5012010-01-01WILLIAM A. SEPIC WILLIAM A. SEPIC2011-07-29
5012009-01-01
5012009-01-01WILLIAM A. SEPIC WILLIAM A. SEPIC2010-10-11

Plan Statistics for WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST

401k plan membership statisitcs for WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST

Measure Date Value
2013: WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01442
Total number of active participants reported on line 7a of the Form 55002013-01-01408
Total of all active and inactive participants2013-01-01408
2012: WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01404
Total number of active participants reported on line 7a of the Form 55002012-01-01442
Total of all active and inactive participants2012-01-01442
2011: WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011,194
Total number of active participants reported on line 7a of the Form 55002011-01-01404
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01404
2010: WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-011,196
Total number of active participants reported on line 7a of the Form 55002010-01-011,179
Number of retired or separated participants receiving benefits2010-01-0115
Total of all active and inactive participants2010-01-011,194
2009: WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011,579
Total number of active participants reported on line 7a of the Form 55002009-01-011,141
Number of retired or separated participants receiving benefits2009-01-0155
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,196

Financial Data on WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST

Measure Date Value
2013 : WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,557
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,422
Total income from all sources (including contributions)2013-12-31$346,725
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$84,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$2,042,862
Value of total assets at beginning of year2013-12-31$1,775,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$84,972
Total interest from all sources2013-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$92,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$92,101
Administrative expenses professional fees incurred2013-12-31$46,269
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$13,673
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$20,443
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$700,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$13,285
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$16,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,000
Other income not declared elsewhere2013-12-31$4,408
Administrative expenses (other) incurred2013-12-31$21,112
Liabilities. Value of operating payables at end of year2013-12-31$8,557
Liabilities. Value of operating payables at beginning of year2013-12-31$6,422
Total non interest bearing cash at end of year2013-12-31$570
Total non interest bearing cash at beginning of year2013-12-31$30,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$261,753
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,031,305
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,769,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,002,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,391,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$177,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$177,545
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$250,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$136,357
Contract administrator fees2013-12-31$10,648
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2013-12-31391969986
2012 : WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$87,418
Total income from all sources (including contributions)2012-12-31$187,409
Total loss/gain on sale of assets2012-12-31$-16,204
Total of all expenses incurred2012-12-31$191,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$-26,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$1,775,974
Value of total assets at beginning of year2012-12-31$1,860,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$218,034
Total interest from all sources2012-12-31$11,670
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$33,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$33,737
Administrative expenses professional fees incurred2012-12-31$58,890
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$20,443
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$30,044
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$700,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$16,219
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$40,144
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,667
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,572
Administrative expenses (other) incurred2012-12-31$47,839
Liabilities. Value of operating payables at end of year2012-12-31$6,422
Liabilities. Value of operating payables at beginning of year2012-12-31$62,418
Total non interest bearing cash at end of year2012-12-31$30,833
Total non interest bearing cash at beginning of year2012-12-31$81,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-3,980
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,769,552
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,773,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$5,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,391,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,229,730
Interest earned on other investments2012-12-31$11,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$177,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$59,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$59,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$158,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$-26,645
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$136,357
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$410,014
Contract administrator fees2012-12-31$105,935
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$25,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$957,282
Aggregate carrying amount (costs) on sale of assets2012-12-31$973,486
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2012-12-31391969986
2011 : WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$9,798
Total unrealized appreciation/depreciation of assets2011-12-31$9,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$87,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$421,444
Total income from all sources (including contributions)2011-12-31$17,176
Total loss/gain on sale of assets2011-12-31$27,636
Total of all expenses incurred2011-12-31$612,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$-137,662
Value of total assets at end of year2011-12-31$1,860,950
Value of total assets at beginning of year2011-12-31$2,790,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$750,443
Total interest from all sources2011-12-31$26,510
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$29,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$29,387
Administrative expenses professional fees incurred2011-12-31$60,845
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$30,044
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$700,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$40,144
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$119,957
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,572
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$254,872
Other income not declared elsewhere2011-12-31$4,098
Administrative expenses (other) incurred2011-12-31$236,987
Liabilities. Value of operating payables at end of year2011-12-31$62,418
Liabilities. Value of operating payables at beginning of year2011-12-31$160,622
Total non interest bearing cash at end of year2011-12-31$81,808
Total non interest bearing cash at beginning of year2011-12-31$9,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-595,605
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,773,532
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,369,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$15,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,229,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,431,974
Interest earned on other investments2011-12-31$26,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$59,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$191,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$191,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-80,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$15,028
Income. Dividends from preferred stock2011-12-31$277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$-137,662
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$410,014
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$767,190
Contract administrator fees2011-12-31$436,663
Liabilities. Value of benefit claims payable at end of year2011-12-31$25,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$260,822
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$493,700
Aggregate carrying amount (costs) on sale of assets2011-12-31$466,064
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2011-12-31391969986
2010 : WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-9,471
Total unrealized appreciation/depreciation of assets2010-12-31$-9,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$421,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,298,380
Total income from all sources (including contributions)2010-12-31$8,331,920
Total loss/gain on sale of assets2010-12-31$65,952
Total of all expenses incurred2010-12-31$9,857,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,201,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,490,443
Value of total assets at end of year2010-12-31$2,790,581
Value of total assets at beginning of year2010-12-31$7,192,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,656,236
Total interest from all sources2010-12-31$112,131
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$140,461
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$7,963
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$700,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$119,957
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$153,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$254,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$332,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$720,434
Other income not declared elsewhere2010-12-31$453,540
Administrative expenses (other) incurred2010-12-31$1,118,930
Liabilities. Value of operating payables at end of year2010-12-31$160,622
Liabilities. Value of operating payables at beginning of year2010-12-31$814,746
Total non interest bearing cash at end of year2010-12-31$9,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,525,404
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,369,137
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,894,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$61,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,431,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,172,955
Interest earned on other investments2010-12-31$97,442
Income. Interest from corporate debt instruments2010-12-31$14,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$191,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$658,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$658,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$89
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$164,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$217,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,490,443
Employer contributions (assets) at end of year2010-12-31$15,028
Employer contributions (assets) at beginning of year2010-12-31$35,996
Income. Dividends from preferred stock2010-12-31$473
Income. Dividends from common stock2010-12-31$1,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,201,088
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$767,190
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$3,294,706
Contract administrator fees2010-12-31$1,334,917
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$373,195
Liabilities. Value of benefit claims payable at end of year2010-12-31$260,822
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,763,200
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$3,774,574
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,708,622
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2010-12-31391969986

Form 5500 Responses for WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST

2013: WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INSURANCE TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number0009211
Policy instance 1
Insurance contract or identification number0009211
Number of Individuals Covered408
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $1,546
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 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 $36,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,546
Insurance broker organization code?3
Insurance broker nameWATDA INSURANCE AGENCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number0009211
Policy instance 2
Insurance contract or identification number0009211
Number of Individuals Covered380
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $1,547
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 $25,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,547
Insurance broker organization code?3
Insurance broker nameWATDA INSURANCE AGENCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number0009211
Policy instance 1
Insurance contract or identification number0009211
Number of Individuals Covered467
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $1,810
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 BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
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 $36,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,810
Insurance broker organization code?3
Insurance broker nameWATDA INSURANCE AGENCY LEVEL A
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number0009211
Policy instance 2
Insurance contract or identification number0009211
Number of Individuals Covered469
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $1,810
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 $35,961
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,810
Insurance broker organization code?3
Insurance broker nameWATDA INSURANCE AGENCY LEVEL A
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number0009211
Policy instance 2
Insurance contract or identification number0009211
Number of Individuals Covered505
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
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 $22,068
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number0009211
Policy instance 1
Insurance contract or identification number0009211
Number of Individuals Covered510
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedA D & 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 $17,321
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number0009211
Policy instance 3
Insurance contract or identification number0009211
Number of Individuals Covered27
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
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
Other welfare benefits providedPERSONAL ACCIDENT
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 $567
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEXRK/66525-8
Policy instance 3
Insurance contract or identification numberEXRK/66525-8
Number of Individuals Covered582
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $49,899
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 BenefitNo
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 $623,737
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,899
Insurance broker organization code?3
Insurance broker nameTHOMAS BRYON
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number0009211
Policy instance 1
Insurance contract or identification number0009211
Number of Individuals Covered33
Insurance policy start date2009-06-01
Insurance policy end date2010-05-31
Total amount of commissions paid to insurance brokerUSD $0
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
Other welfare benefits providedPERSONAL ACCIDENT
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 $1,009
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number0009211
Policy instance 2
Insurance contract or identification number0009211
Number of Individuals Covered47
Insurance policy start date2009-06-01
Insurance policy end date2010-05-31
Total amount of commissions paid to insurance brokerUSD $0
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
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 $11,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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