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← AUTO TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST

Form 990 for tax year 2022

Filed by AUTO TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST.

Totals

Total revenue
$585,849
Total expenses
$715,159
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$576,291
Investment income
$9,558
Other revenue
$0
Total assets, end of year
$558,202
Total liabilities, end of year
$54,117
Net assets or fund balances, end of year
$504,085
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: EMPLOYER CONTRIBUTIONS

    total $576,291 · related or exempt $576,291

  • 3 · Investment income

    total $18,404 · excluded $18,404

  • 7b · Less cost or other basis and sales expenses

    securities $8,846

  • 7c · Gain or loss

    securities -$8,846

  • 7d · Net gain or loss

    total -$8,846 · excluded -$8,846

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $596,496

  • 11c · Fees: accounting

    total $24,626

  • 11f · Fees: investment management

    total $2,357

  • 11g · Fees: other

    total $1,972

  • 13 · Office expenses

    total $2,181

  • 16 · Occupancy

    total $81,757

  • 23 · Insurance

    total $3,983

  • 24a · Other expenses: INCOME TAXES

    total $1,787

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $74,254 · end of year $21,308

  • 2 · Savings and temporary cash investments

    beginning of year $5,609

  • 3 · Pledges and grants receivable

    beginning of year $1,466 · end of year $899

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,657 · end of year $894

  • 11 · Investments: publicly traded securities

    beginning of year $729,050 · end of year $535,101

  • 17 · Accounts payable and accrued expenses

    beginning of year $55,163 · end of year $11,964

  • 19 · Deferred revenue

    beginning of year $13,369 · end of year $5,774

  • 25 · Other liabilities

    beginning of year $54,351 · end of year $36,379

  • 27 · Net assets without donor restrictions

    beginning of year $690,153 · end of year $504,085

Mission and programs · 2022

Mission

THE AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST IS A DEFINED BENEFIT HEALTH AND WELFARE PLAN WHICH PROVIDES HEALTH, DENTAL, SHORT-TERM DISABILITY, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT COVERAGE TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS OF PARTICIPATING AUTOMOBILE DEALERSHIPS IN THE MILWAUKEE, WISCONSIN AREA.

Activities or mission (Part I)

A VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION FOR THE EMPLOYEES OF THE GREATER MILWAUKEE AREA PROVIDING HEALTH, DENTAL & SHORT-TERM DISABILITY BENEFITS.

  • BENEFITS PAID TO OR FOR MEMBERS RE HEALTH, DENTAL, LOSS OF TIME AND LIFE CLAIMS AND INSURANCE PAID FOR MEMBER BENEFITS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Driete

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Delmore

    TRUSTEE & TRUST ADMINISTRA

    Total calculated
    $0
    Hours/week
    1

  • Glenn Pentler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 February 2024
IRS schema version
2022v5.0
Source object
202430469349302098

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