2023 Form 5500 filing — Club Futuresave 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 20241014133519NAL0026273425001) for Club Futuresave Plan, reported by Automobile Club Of Southern California under EIN 95-0514585 and plan number 002. It reports 16,415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014133519NAL0026273425001
Filing year
2023
Form type
2
Plan sponsor
Automobile Club Of Southern California
EIN
95-0514585
Plan number
002
Location
Costa Mesa, CA
Participants
16,415
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,429,118,180
Total liabilities (EOY)
$0
Net assets (EOY)
$1,429,118,180
Employer contributions
$36,294,254
Participant contributions
$66,098,792
Total income / additions
$332,515,777
Benefits paid
$100,179,147
Administrative expenses
$496,460
Total expenses
$100,750,679
Net increase / (decrease)
$231,765,098
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
T Rowe Price Rps IncNONE$447,843$0
Ernst & Young LlpNONE$25,000not reported in the loaded dataset
Alight Solutions LLCNONE$21,437not reported in the loaded dataset

Related Form 5500 pages