2023 Form 5500 filing — The Aaa Thrift / 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 20241101125931NAL0003123409001) for The Aaa Thrift / Savings Plan, reported by American Automobile Assoc., Inc. under EIN 53-0025420 and plan number 002. It reports 957 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101125931NAL0003123409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Automobile Assoc., Inc.
- EIN
- 53-0025420
- Plan number
- 002
- Location
- Heathrow, FL
- Participants
- 957
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $205,504,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $205,504,372
- Employer contributions
- $3,931,927
- Participant contributions
- $4,619,269
- Total income / additions
- $37,508,550
- Benefits paid
- $11,263,010
- Administrative expenses
- $211,754
- Total expenses
- $11,478,594
- Net increase / (decrease)
- $26,029,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement, Inc. | CONSULTANT | $114,184 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $57,191 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $40,435 | $0 |