The Auto Club Group Cash Value Plan Cash Value Pension Plan — Form 5500 plan (Auto Club Insurance Association)
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 Auto Club Group Cash Value Plan Cash Value Pension Plan is a benefit plan reported by Auto Club Insurance Association under EIN 38-0477270 and plan number 333. The latest loaded filing year is 2023. The filing reports 3,722 participants and $528,675,588 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Auto Club Insurance Association
- EIN
- 38-0477270
- Plan number
- 333
- Plan type
- 3
- Location
- Dearborn, MI
- Latest filing year
- 2023
- Participants
- 3,722
- End-of-year plan assets
- $528,675,588
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,722 | H, C | 20241009122503NAL0018282193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $528,675,588
- Total liabilities (EOY)
- $547,360
- Net assets (EOY)
- $528,128,228
- Net assets (BOY)
- $524,926,011
Income & contributions
- Total income / additions
- $48,558,696
Expenses & distributions
- Benefits paid
- $43,460,254
- Administrative expenses
- $1,896,225
- Total expenses
- $45,356,479
- Net increase / (decrease)
- $3,202,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hewitt Associates | RDKPINMT | $355,547 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | INADV-PL | $309,430 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | CONSULTP | $221,000 | not reported in the loaded dataset | 2023 |
| Monroe Capital Management Advisors, | INV-MGMT | $193,430 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | TRUSTECO | $150,631 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company Lp | INV-MGMTP | $62,503 | not reported in the loaded dataset | 2023 |
| Gjc Cpa'S & Advisors | ACCTING | $35,720 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | INV-MGMT | $29,482 | not reported in the loaded dataset | 2023 |
| Xponance, Inc. | INV-MGMT | $14,979 | not reported in the loaded dataset | 2023 |
| Prudential Trust Company | INV-MGMT | $13,529 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | INV-MGMT | $11,166 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Auto Club Insurance Association
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Dearborn, MI
- Hewitt Associates — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Monroe Capital Management Advisors, — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Loomis Sayles & Company Lp — Schedule C compensation
- Gjc Cpa'S & Advisors — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Xponance, Inc. — Schedule C compensation
- Prudential Trust Company — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation