2023 Form 5500 filing — The Auto Club Group Cash Value Plan Cash Value Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009122503NAL0018282193001) for The Auto Club Group Cash Value Plan Cash Value Pension Plan, reported by Auto Club Insurance Association under EIN 38-0477270 and plan number 333. It reports 3,722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009122503NAL0018282193001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Auto Club Insurance Association
- EIN
- 38-0477270
- Plan number
- 333
- Location
- Dearborn, MI
- Participants
- 3,722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $528,675,588
- Total liabilities (EOY)
- $547,360
- Net assets (EOY)
- $528,128,228
- Total income / additions
- $48,558,696
- Benefits paid
- $43,460,254
- Administrative expenses
- $1,896,225
- Total expenses
- $45,356,479
- Net increase / (decrease)
- $3,202,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hewitt Associates | RDKPINMT | $355,547 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | INADV-PL | $309,430 | not reported in the loaded dataset |
| Nepc, LLC | CONSULTP | $221,000 | not reported in the loaded dataset |
| Monroe Capital Management Advisors, | INV-MGMT | $193,430 | not reported in the loaded dataset |
| Principal Trust Company | TRUSTECO | $150,631 | not reported in the loaded dataset |
| Loomis Sayles & Company Lp | INV-MGMTP | $62,503 | not reported in the loaded dataset |
| Gjc Cpa'S & Advisors | ACCTING | $35,720 | not reported in the loaded dataset |
| State Street Global Advisors Trust | INV-MGMT | $29,482 | not reported in the loaded dataset |
| Xponance, Inc. | INV-MGMT | $14,979 | not reported in the loaded dataset |
| Prudential Trust Company | INV-MGMT | $13,529 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | INV-MGMT | $11,166 | not reported in the loaded dataset |