The Auto Club Group 401k 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 401k Plan is a benefit plan reported by Auto Club Insurance Association under EIN 38-0477270 and plan number 335. The latest loaded filing year is 2023. The filing reports 13,083 participants and $1,119,572,833 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
335
Plan type
3
Location
Dearborn, MI
Latest filing year
2023
Participants
13,083
End-of-year plan assets
$1,119,572,833

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,083H, C20241009112504NAL0031014896001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,119,572,833
Net assets (EOY)
$1,119,572,833
Net assets (BOY)
$975,420,846

Income & contributions

Employer contributions
$41,289,545
Participant contributions
$56,137,919
Total contributions
$97,427,464
Total income / additions
$253,802,252

Expenses & distributions

Benefits paid
$108,325,423
Administrative expenses
$1,324,842
Total expenses
$109,650,265
Net increase / (decrease)
$144,151,987

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard GroupRECORDKEEPER$949,077not reported in the loaded dataset2023
Vanguard Advisers, Inc.INV-ADV$409,215not reported in the loaded dataset2023
Nepc, LLCTRUSTECO$26,000not reported in the loaded dataset2023
Gjc Cpa'S & AdvisorsACCOUNTING$21,150not reported in the loaded dataset2023

Related Form 5500 pages