Automobile Club Of So California — 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, Automobile Club Of So California (EIN 95-0514585) is a plan sponsor located in Costa Mesa, CA with 8 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
- 95-0514585
- Location
- Costa Mesa, CA
- Loaded plans
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $4,035,372,195
- Total reported liabilities (EOY)
- $857,314
- Total reported net assets (EOY)
- $4,034,514,881
Contributions & income
- Employer contributions
- $37,082,166
- Participant contributions
- $67,408,859
- Total income / additions
- $728,158,630
Expenses & distributions
- Benefits paid / distributions
- $201,778,351
- Total expenses
- $211,383,452
- Net increase / (decrease)
- $516,775,178
Coverage
- Total reported participants
- 115,159
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
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 |
|---|---|---|---|---|
| Club Pension Plan | 001 | 22,302 | $2,553,214,739 | 2023 |
| Club Futuresave Plan | 002 | 16,415 | $1,429,118,180 | 2023 |
| Club Retiree Medical And Dental Plan | 516 | 2,496 | $53,039,276 | 2023 |
| Automobile Club Of Southern California Flexible Benefits Plan | 514 | 13,280 | not reported in the loaded dataset | 2023 |
| Club Staff Reduction Plan | 509 | 12,868 | not reported in the loaded dataset | 2023 |
| Club Short-Term Disability Plan | 513 | 12,542 | not reported in the loaded dataset | 2023 |
| Club Group Life Insurance Plan | 502 | 12,450 | not reported in the loaded dataset | 2023 |
| Club Group Long-Term Disability Plan | 503 | 12,450 | not reported in the loaded dataset | 2023 |
| Club Medical And Dental Plan | 501 | 10,356 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Club Medical And Dental Plan | 10,356 | — | 20240721162805NAL0019795826001 |
| 2023 | Club Group Life Insurance Plan | 12,450 | — | 20240721162816NAL0009183425001 |
| 2023 | Club Group Long-Term Disability Plan | 12,450 | — | 20240721162826NAL0009183745001 |
| 2023 | Club Short-Term Disability Plan | 12,542 | — | 20240721162837NAL0019797746001 |
| 2023 | Automobile Club Of Southern California Flexible Benefits Plan | 13,280 | — | 20241007203919NAL0027174352001 |
| 2023 | Club Staff Reduction Plan | 12,868 | — | 20241007204419NAL0009180771001 |
| 2023 | Club Retiree Medical And Dental Plan | 2,496 | H, C | 20241010123614NAL0034035488001 |
| 2023 | Club Pension Plan | 22,302 | H, C | 20241010123839NAL0009989363001 |