2023 Form 5500 filing — Aaa Retirement 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 20241121091340NAL0000809696001) for Aaa Retirement Plan, reported by American Automobile Association, Inc. And Subs. under EIN 53-0025420 and plan number 001. It reports 2,133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241121091340NAL0000809696001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- American Automobile Association, Inc. And Subs.
- EIN
- 53-0025420
- Plan number
- 001
- Location
- Heathrow, FL
- Participants
- 2,133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,307,439
- Total liabilities (EOY)
- $136,862
- Net assets (EOY)
- $111,170,577
- Total income / additions
- $11,895,866
- Benefits paid
- $64,263,254
- Administrative expenses
- $1,457,227
- Total expenses
- $65,720,481
- Net increase / (decrease)
- -$53,824,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | ACTUARY | $251,495 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $220,732 | $0 |
| Asset Consulting Group LLC | NONE | $120,000 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE | $104,622 | $0 |
| Rsm Us Llp | AUDITOR | $22,155 | not reported in the loaded dataset |
| Baker & Hostetler | LEGAL | $13,885 | not reported in the loaded dataset |