Club Futuresave Plan — Form 5500 plan (Automobile Club Of Southern California)

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, Club Futuresave Plan is a benefit plan reported by Automobile Club Of Southern California under EIN 95-0514585 and plan number 002. The latest loaded filing year is 2023. The filing reports 16,415 participants and $1,429,118,180 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Automobile Club Of Southern California
EIN
95-0514585
Plan number
002
Plan type
2
Location
Costa Mesa, CA
Latest filing year
2023
Participants
16,415
End-of-year plan assets
$1,429,118,180

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316,415H, C20241014133519NAL0026273425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,429,118,180
Total liabilities (EOY)
$0
Net assets (EOY)
$1,429,118,180
Net assets (BOY)
$1,197,353,082

Income & contributions

Employer contributions
$36,294,254
Participant contributions
$66,098,792
Total contributions
$108,355,028
Total income / additions
$332,515,777

Expenses & distributions

Benefits paid
$100,179,147
Administrative expenses
$496,460
Total expenses
$100,750,679
Net increase / (decrease)
$231,765,098

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$447,843$02023
Ernst & Young LlpNONE$25,000not reported in the loaded dataset2023
Alight Solutions LLCNONE$21,437not reported in the loaded dataset2023

Related Form 5500 pages