Plan5500

The Ohio Automobile Club Employee Savings Plan — Form 5500 plan (Aaa Club Alliance Inc.)

Plain-English plan 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, The Ohio Automobile Club Employee Savings Plan is a benefit plan reported by Aaa Club Alliance Inc. under EIN 23-0758010 and plan number 002. The latest loaded filing year is 2023. The filing reports 588 participants and $984,605 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aaa Club Alliance Inc.
EIN
23-0758010
Plan number
002
Plan type
2
Location
Wilmington, DE
Latest filing year
2023
Participants
588
End-of-year plan assets
$984,605

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023588I, C20241015123917NAL0028448257001
202315I, C20250610085646NAL0011498227001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$984,605
Net assets (EOY)
$984,605
Net assets (BOY)
$1,076,961

Income & contributions

Employer contributions
$60,000
Total income / additions
$127,249

Expenses & distributions

Benefits paid
$219,605
Total expenses
$219,605
Net increase / (decrease)
-$92,356

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$27,552$02023
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$25,560not reported in the loaded dataset2023
Korn Ferry, IncNONEnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages