2023 Form 5500 filing — The Ohio Automobile Club Employee Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015123917NAL0028448257001) for The Ohio Automobile Club Employee Savings Plan, reported by Aaa Club Alliance Inc. under EIN 23-0758010 and plan number 002. It reports 588 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123917NAL0028448257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aaa Club Alliance Inc.
- EIN
- 23-0758010
- Plan number
- 002
- Location
- Wilmington, DE
- Participants
- 588
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $984,605
- Net assets (EOY)
- $984,605
- Employer contributions
- $60,000
- Total income / additions
- $127,249
- Benefits paid
- $219,605
- Total expenses
- $219,605
- Net increase / (decrease)
- -$92,356
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $27,552 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $25,560 | not reported in the loaded dataset |
| Korn Ferry, Inc | NONE | not reported in the loaded dataset | not reported in the loaded dataset |