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← NATIONAL AUTOMOBILE DEALERS ASSOCIATION HEALTH BENEFIT PLAN

Form 990 for tax year 2023

Filed by NATIONAL AUTOMOBILE DEALERS ASSOCIATION HEALTH BENEFIT PLAN.

Totals

Total revenue
$3,867,266
Total expenses
$3,859,231
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,867,266
Investment income
$0
Other revenue
$0
Total assets, end of year
$258,185
Total liabilities, end of year
$247,563
Net assets or fund balances, end of year
$10,622
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Contributions to Plan

    total $3,867,266 · related or exempt $3,867,266

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,648,403

  • 11c · Fees: accounting

    total $33,785

  • 11g · Fees: other

    total $177,043

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $23,946 · end of year $19,868

  • 4 · Accounts receivable

    beginning of year $166,823 · end of year $7,643

  • 9 · Prepaid expenses and deferred charges

    beginning of year $103,000 · end of year $108,500

  • 15 · Other assets

    beginning of year $24,196 · end of year $122,174

  • 17 · Accounts payable and accrued expenses

    beginning of year $315,378 · end of year $247,563

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,587 · end of year $10,622

Mission and programs · 2023

Mission

A welfare plan which provides payment of certain medical and dental expenses arising from illness and accidents for covered NADA employees and their dependents.

Activities or mission (Part I)

Established for the employees of the National Automobile Dealers Association (NADA).

  • The Plan provides for the payment of certain medical and dental expenses for employees, retirees and their dependents, or reimbursement of out of pocket or non-reimbursable medical, dental and other expenses through flexible spending accounts.

As filed on the 2023 return.

Listed in Part VII

  • Andrew D Koblenz

    EVP Strategic Initiatives

    Total calculated
    $1,012,508
    From this org
    $0
    From related orgs
    $953,148
    Other
    $59,360
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $674,894 related
    Bonus
    $0 + $250,000 related
    Other
    $0 + $28,254 related
    Deferred
    $0 + $16,341 related
    Nontaxable benefits
    $0 + $43,019 related
    Filer's total
    $0 + $1,012,508 related

  • Joseph L Cowden

    EVP & CFO

    Total calculated
    $585,849
    From this org
    $0
    From related orgs
    $527,496
    Other
    $58,353
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $442,794 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $34,702 related
    Deferred
    $0 + $23,419 related
    Nontaxable benefits
    $0 + $34,934 related
    Filer's total
    $0 + $585,849 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • NADA Services Corp

    C · Real Estate Leasing · DE

  • NAISANAISA

    C · Insurance · DE

  • NADRAI

    C · Service Provider · DE

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202403059349302575

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