The Ohio Automobile Club Employee Savings Plan — Form 5500 plan (Aaa Club Alliance Inc.)
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, The Ohio Automobile Club Employee Savings Plan is a benefit plan reported by Aaa Club Alliance Inc. under EIN 23-0758010 and plan number 002. The latest loaded filing year is 2023. The filing reports 588 participants and $984,605 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$984.6KPlan net assets, end of year$984,605
Participants588Covered participants reported
Assets / participant$1.7KComputed: assets ÷ participants$1,674 (computed)
Provider compensation$53.1K3 Schedule C provider row(s)$53,112
- Plan sponsor
- Aaa Club Alliance Inc.
- EIN
- 23-0758010
- Plan number
- 002
- Plan type
- 2
- Location
- Wilmington, DE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 588 | I, C | 20241015123917NAL0028448257001 |
| 2023 | 15 | I, C | 20250610085646NAL0011498227001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$984.6K total assets
Net assets$984.6KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $984,605
- Net assets (EOY)
- $984,605
- Net assets (BOY)
- $1,076,961
Income & contributions
- Employer contributions
- $60,000
- Total income / additions
- $127,249
Expenses & distributions
- Benefits paid
- $219,605
- Total expenses
- $219,605
- Net increase / (decrease)
- -$92,356
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income173%Computed ratio
Provider comp. ÷ net assets5%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $27,552 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $25,560 | not reported in the loaded dataset | 2023 |
| Korn Ferry, Inc | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aaa Club Alliance Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Fidelity Investments Institutional — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Korn Ferry, Inc — Schedule C compensation