Aaa Northern California, Nevada & Utah — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Aaa Northern California, Nevada & Utah (EIN 94-0361645) is a plan sponsor located in Walnut Creek, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 94-0361645
- Location
- Walnut Creek, CA
- Loaded plans
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $663,767,594
- Total reported liabilities (EOY)
- $98
- Total reported net assets (EOY)
- $663,767,496
Contributions & income
- Employer contributions
- $32,247,311
- Participant contributions
- $33,065,499
- Total income / additions
- $171,098,886
Expenses & distributions
- Benefits paid / distributions
- $49,804,984
- Total expenses
- $50,269,663
- Net increase / (decrease)
- $120,829,223
Coverage
- Total reported participants
- 41,049
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Aaa Ncnu 401(K) Plan | 001 | 6,655 | $663,767,594 | 2023 |
| California State Automobile Assn & Csaa Inter-Insurance Bureau Medical Plan | 504 | 7,657 | not reported in the loaded dataset | 2023 |
| Csaa And Csaa Iib Business Travel Accident Plan | 505 | 5,935 | not reported in the loaded dataset | 2023 |
| Csaa & Csaa Iib Group Dental Plan | 503 | 5,661 | not reported in the loaded dataset | 2023 |
| Aaa Ncnu Group Welfare Benefit Plan | 501 | 5,594 | not reported in the loaded dataset | 2023 |
| Aaa Ncnu Involuntary Severance Plan | 510 | 5,594 | not reported in the loaded dataset | 2023 |
| California State Automobile Assn & Csaa Inter-Insurance Bureau Income Protection Plan | 502 | 3,953 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Aaa Ncnu Involuntary Severance Plan | 5,594 | — | 20240710104245NAL0014760321001 |
| 2023 | Aaa Ncnu 401(K) Plan | 6,655 | H, C | 20240904111515NAL0009714387001 |
| 2023 | California State Automobile Assn & Csaa Inter-Insurance Bureau Income Protection Plan | 3,953 | — | 20241209083847NAL0014743232001 |
| 2023 | Csaa & Csaa Iib Group Dental Plan | 5,661 | — | 20241209083917NAL0005684419001 |
| 2023 | California State Automobile Assn & Csaa Inter-Insurance Bureau Medical Plan | 7,657 | — | 20241209083946NAL0005684499001 |
| 2023 | Csaa And Csaa Iib Business Travel Accident Plan | 5,935 | — | 20241209084026NAL0005684915001 |
| 2023 | Aaa Ncnu Group Welfare Benefit Plan | 5,594 | — | 20250713192816NAL0000299491001 |