Washington State Auto Dealers Insurance Trust's EIN is 91-6056560.
Download the official 2024 Form 5500 (PDF) for Washington State Auto Dealers Insurance Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Washington State Auto Dealers Insurance Trust's plan includes life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY, LLC | 26-3237576 | — | NONE | $155K | — |
| VIMLY BENEFIT SOLUTIONS, INC. | 91-1603312 | — | NONE | $53K | — |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC | 91-0614823 | — | NONE | $20K | — |
| AARON SWANSON | — | WALLA WALLA, WA | NONE | $19K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Large-Cap Index Fund 601 shares | Common Collective Trusts | — | $31K | $82K | 7.8% | |
| Vanguard Intermediate-Term Investment-Grade Fund 7,202 shares | Mutual Funds | — | $70K | $62K | 5.9% | |
| Vanguard Intermediate-Term Treasury Index Fund 3,097 shares | Common Collective Trusts | — | $69K | $61K | 5.8% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) 3,356 shares | Mutual Funds | — | $35K | $33K | 3.2% | |
| Dodge & Cox International Stock Fund 561 shares | Mutual Funds | — | $24K | $28K | 2.7% | |
| Vanguard Developed Markets Index Fund 1,773 shares | Common Collective Trusts | — | $22K | $27K | 2.6% | |
| Vanguard Small-Cap Index Fund 224 shares | Common Collective Trusts | — | $13K | $26K | 2.4% | |
| Vanguard Total World Stock Index Fund 519 shares | Common Collective Trusts | — | $13K | $22K | 2.1% | |
| Vanguard Global Equity Fund 585 shares | Mutual Funds | — | $16K | $21K | 2.0% | |
| Vanguard Emerging Markets Select Stock Fund 959 shares | Mutual Funds | — | $21K | $20K | 1.9% | |
| Vanguard Dividend Appreciation Index Fund 329 shares | Common Collective Trusts | — | $8K | $17K | 1.7% | |
| Northern Global Real Estate Index Fund 1,733 shares | Common Collective Trusts | — | $18K | $17K | 1.6% | |
| Charles Schwab Trust Bank | Mutual Funds | — | $3K | $3K | 0.3% | |
| Vanguard Intermediate-Term Investment-Grade Fund | Mutual Funds | — | $3K | $3K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| THE CICOTTE LAW FIRM, PLLC | 77-0592543 | — | NONE | $17K | — |
